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Registered Investment Advisor Billing Specialist

7/11/2025

Remote

Job Summary

A company is looking for a RIA Billing Specialist.

Key Responsibilities
  • Manage the billing process for investment advisory services, ensuring accuracy and compliance
  • Maintain and update billing systems and collaborate with teams to resolve inquiries
  • Prepare billing reports and assist in developing billing policies and procedures
Qualifications
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred
  • 2+ years of experience in billing, operations, or client service within the financial services industry
  • Understanding of RIA operations, regulatory requirements, and investment products
  • Proficiency in advisor billing software and CRM, particularly Orion and Salesforce
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment

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