Job Description
Summary
The purpose of the Billing Specialist position is to perform the billing process to ensure accurate invoices are created and funds are collected and received by the respective due date.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Produce client invoices and track payment history to maintain accurate records.
- Ensure all monies due and payable are collected and/or reconciled on or before the due date.
- Work with the Client Services team and accounting department to communicate changes to client data as necessary.
- Enhance and improve billing methods to ensure accuracy and quality assurance.
- Other duties as assigned.
Competencies
- Strong organizational skills (data, time management, process)
- Able to work effectively with others across all departments and levels within the organization
- Quantitative skills and attention to detail required
- Strong communication skills, both oral and written
- Ability to multitask in a face paced, high volume environment
- Process driven; results oriented
- Highly motivated and takes initiative
Supervisory Responsibilities
None
Physical Demands
Walking (10%), Standing (10%), Sitting (70%), Lifting (10%)
Education and experience
- Bachelor’s Degree Preferred
- 1-3 years of experience with client billing processes within a Registered Investment Advisor (RIA)
- Experience with custodial brokerage platforms (ex. Schwab, Pershing, and/or Fidelity) required
- Experience using reporting and accounting applications is preferred (ex. Black Diamond, Orion, Tamarac, Addepar)
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
- Work from home
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Experience:
- RIA Client Billing: 1 year (Required)
- Custodial Brokerage Platforms: 1 year (Required)
- reporting & accounting applications (ex. Black Diamond): 1 year (Preferred)
Work Location: Remote
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