Billing Associate

Elevate Your Career as an RIA Billing AssociateAre you a meticulous financial professional with a passion for precision in billing operations? Do you thrive in dynamic environments where your expertise directly contributes to organizational success? If so, this opportunity is tailored for you.Your **As an RIA Billing Associate, you will be the cornerstone of our billing operations, ensuring accuracy, compliance, and efficiency. Your responsibilities will *Billing & * Accurately calculate and process advisory fees, generate invoices, and handle billing adjustments.Reconciliation & * Maintain precise records, perform reconciliations, and assist in preparing detailed billing reports.Issue Resolution & Advisor * Investigate and resolve billing discrepancies, and provide clear communication to advisors and clients.Process Improvement & * Identify opportunities for process enhancements and ensure adherence to industry regulations.What You *Bachelor's degree in Accounting, Finance, Business Administration, or a related field.3+ years of experience in billing, finance, or accounting, preferably within the financial services or RIA industry.Proficiency in Microsoft Excel and a keen eye for detail.Strong analytical skills and the ability to manage multiple tasks in a fast-paced setting.Why This Opportunity?Join a firm that values your expertise and offers a collaborative environment where your contributions make a significant impact. This is your chance to advance your career in a role that recognizes and rewards your dedication to excellence.Take the Next **Dont let this opportunity pass you by. Apply now to become an integral part of a team that is shaping the future of financial advisory services.

Created: 2025-02-24