Billing Specialist

Overview

This is a fully remote role.

This organization operates in the financial advisory industry, providing integrated financial planning, investment management, business management, tax, estate, and insurance services. The team serves over 42,800 families across more than 110 cities in the U.S. A fiduciary approach and a diverse workforce aligned with client needs are emphasized.

This Billing Specialist role is part of the Operations Team. The position ensures accurate, timely billing and revenue recognition for investment management clients. Work includes partnering with advisors and internal teams to maintain billing integrity, 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
• Experience with Orion and Salesforce preferred
• Highly organized with the ability to manage multiple priorities
• Effective written and verbal communication skills
• Proven collaboration skills with advisors and cross-functional teams

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 coverage options: 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)

Location

Fully remote (U.S. presence across more than 110 cities).