[Hiring] RIA Billing Specialist @Earnedwealth
Mar 19, 2025 - Earnedwealth is hiring a remote RIA Billing Specialist. 💸 Salary: unspecified. 📍Location: USA.
Role Description
We are seeking a detail-oriented and motivated Registered Investment Advisor Operations Billing Specialist to join our dynamic team. The ideal candidate will play a pivotal role in managing billing processes, ensuring accuracy and compliance with regulatory requirements, and providing exceptional service to our clients. This position requires strong analytical skills, attention to detail, and the ability to work collaboratively in a fast-paced environment. This role will report to the Director of Operations.
- Manage billing processes for investment advisory services, ensuring accuracy and timeliness
- Maintain and update billing systems, ensuring all client information is current and compliant with regulatory standards
- Collaborate with Advisors, Customer Service, and clients to resolve billing inquiries and discrepancies
- Prepare and analyze billing reports to identify trends and areas for improvement
- Assist in the development and implementation of billing policies and procedures
- Ensure compliance with all relevant regulations and company policies regarding billing practices
- Provide training and support to team members on billing processes and systems
- Participate in special projects and initiatives as required to improve operational efficiency
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, preferably in registered investment advisor firm
- Understanding of investment products, services, and regulatory requirements
- Proficiency in advisor billing software, particularly Orion and AdvicePay
- Excellent analytical and problem-solving skills with a keen attention to detail
- Strong communication and interpersonal skills, with the ability to work effectively with clients and team members
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Benefits
- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
- 401k + 5% match
Similar Remote Jobs
More jobs at Earnedwealth
-
Sales / Business unspecified USAApr 12, 2025
-
Sales / Business unspecified USAApr 10, 2025
-
All others unspecified USAApr 05, 2025
More Finance jobs
-
Finance / Legal evolving salary based on profile and experience FranceApr 13, 2025
-
Finance / Legal evolving salary based on profile and experience FranceApr 13, 2025
-
Finance / Legal $47,250 - $112,567 USAApr 13, 2025
More jobs in USA
-
Marketing $225,000 - $235,000 usd USAApr 13, 2025 -
Marketing $75,000 - $90,000 usd USAApr 13, 2025
-
Finance / Legal $47,250 - $112,567 USAApr 13, 2025
Kickstart Your Job Search
Unlock 54,545 additional remote jobs, advanced search & email notifications
Too many emails? Declutter your inbox with Meco
Your home for reading newsletters
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 19, 2025
|
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
