Billing Specialist

Overview

This role is fully remote.

This organization provides integrated financial planning, investment management, business management, tax, estate, and insurance services. The team supports clients through a unified approach and operates with a focus on fiduciary responsibility.

The Billing Specialist role is part of the Operations Team and ensures accurate, timely billing and revenue recognition for investment management clients. This position partners with advisors and internal teams to maintain billing accuracy, resolve discrepancies, and support efficient financial operations.

Responsibilities

• Perform monthly billing audits, including fee calculations and account troubleshooting
• Maintain client accounts and household structures to ensure accurate fee assignments
• Update and maintain billing instructions aligned with client agreements
• Reconcile direct debit results and ensure timely fee collection
• Respond to billing inquiries professionally and promptly
• Coordinate with Trading and Client Service teams for account liquidity
• Manage outstanding, failed, or rejected fee transactions
• Investigate and resolve causes of failed collections
• Facilitate collections through various operational partners
• Maintain detailed records and provide reports on receivables and collections
• Identify and recommend improvements to reduce billing issues

Requirements

• Strong analytical and problem-solving skills with attention to detail
• Understanding of portfolio accounting and client performance reporting
• Proficiency in Microsoft Excel and integrated billing/financial systems
• Highly organized, able to manage multiple priorities
• Effective written and verbal communication skills
• Proven collaboration skills with advisors and cross-functional teams

Preferred Qualifications

• Experience with Orion and Salesforce

Compensation & Benefits

• Base pay range: $26 to $31 USD per hour
• Eligibility for incentive compensation through organizational programs

Benefits & perks include:

• Company-paid Basic Life & AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Multiple medical plans, including High Deductible Health Plans and traditional co-pay options
• Kaiser Medical plans in California
• Health Savings Account with company contributions
• Two comprehensive dental plans
• Vision insurance
• Dependent Care Savings Account
• 14 company-paid holidays, including a full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid parental leave (8 weeks)

Equal Opportunity Statement

The employer is an equal opportunity employer and is committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note

The organization is not the Employer of Record (EOR) for this role. This opportunity is being used to connect candidates with leading employers and candidates should complete the full application through the hiring organization’s career page or ATS.