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Billing Clerk / Specialist
Aliso Viejo, CA

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Robert Half

Billing Clerk

Job Description

We are looking for a detail-focused Time & Billing Clerk to support billing operations for a respected services organization in California. This Long-term Contract position is ideal for someone who enjoys working with financial data, producing accurate invoices, and keeping billing records organized in a fast-paced setting. The person in this role will contribute to day-to-day invoicing activities, help resolve billing questions, and partner with internal teams to ensure timely and precise documentation.
Responsibilities:
  • Prepare and issue client invoices through Cleo while ensuring charges are entered accurately and submitted on schedule.
  • Monitor billing activity and maintain organized records so invoice status and supporting details can be easily tracked.
  • Create and send invoices using approved formats and confirm that all required information is complete before distribution.
  • Update Excel logs and reporting tools to support billing oversight, reconciliation, and follow-up activities.
  • Handle trust transfer paperwork and related billing transactions with close attention to accuracy and compliance.
  • Maintain client and billing data within internal systems, making updates as needed to keep records current.
  • Investigate invoice discrepancies, answer billing-related questions, and work with stakeholders to resolve issues promptly.
  • Review billing documentation for completeness and correctness before final processing to reduce errors and delays.