RIA Billing Specialist

Overview

Detail-oriented RIA Billing and Operations Specialist managing billing processes and supporting operations.

Ideal candidate has 2+ years in financial services billing with strong analytical skills.

Locations

• United States

Requirements

• 2+ years experience in billing or operations
• Bachelor's degree preferred
• Understanding of RIA operations

Responsibilities

• Manage billing processes
• Maintain billing systems
• Collaborate on billing inquiries
• Prepare billing reports
• Assist in billing policies
• Provide training on billing processes
• Perform trading functions
• Support client onboarding

Benefits

• Health insurance
• 401k with 5% match
• Attractive total compensation package