Billing Clerk Aliso Viejo, CA

Time & Billing Clerk

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.