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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