![Elevation Point](https://media.trabajo.org/img/noimg.jpg)
Billing Specialist
1 month ago
Billing Specialist
Are you ready to grow with a leading wealth management firm that partners with RIAs and independence-seeking advisors? Join our dynamic team and be a part of a value-driven organization committed to excellence and growth.
Elevation Point is a growth-oriented wealth management firm serving as a value-aligned partner for RIAs and independence-seeking advisors. From dynamic OCIO solutions to personalized playbooks designed to empower advisors to thrive independently, we offer customized and full-spectrum support. Our capital comes with complete transparency and no hidden agendas. Distinguishing ourselves as accelerators in a landscape of aggregators, we're powering a nationwide community of emerging industry leaders, overseeing more than $3.4 billion in assets under management. With a focus on advisor values and evolving client needs, our mission is clear: to elevate the entire industry to higher ground.
Best-in-Class Benefits and Perks:
We value our employees’ time and efforts. Our commitment to your success is enhanced by a competitive compensation starting at $80K annually, depending on experience, and an extensive benefits package including:
- Comprehensive health coverage: Medical, dental, and vision insurance provided
- Robust retirement planning: 401(k) plan available
- Financial security: Life and disability insurance for added protection
- Flexible financial options: Health savings and flexible spending accounts offered
- Well-being and work-life balance: Paid time off, 3 weeks PTO and ten paid holidays
Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.
As a Billing Specialist, you will be the subject matter expert for billing at Elevation Point, responsible for billing through Orion Advisor, auditing the current billing process, and working closely with Accounting on projects that improve processes and procedures. You will be instrumental in accommodating the needs of new advisor partners through mergers and acquisitions.
To thrive, you should have:
- A minimum of a bachelor's degree in accounting, finance, business, computer science or related field
- A minimum of 5 years of experience in the Orion Advisor billing system and a minimum of 2 years of experience in Salesforce. Experience in Addepar, Advent, or other investment portfolio accounting system may be a substitute for Orion experience
- Experience with GP Dynamics accounting software is also desired
- Excellent problem-solving and critical thinking skills
- A keen focus on accuracy and attention to detail
- The ability to work effectively with people at all levels in an organization
Your responsibilities as the Billing Specialist will include:
- Forecast cash needs and process billing, including accounts receivable and refunds
- Act as the lead in internal efficiency projects and process innovation for billing
- Document, maintain, and implement operating policies and best practices
- Resolve and answer complex billing related issues and questions; respond to questions regarding advisory fees
- Prepare data and reports for audits, due diligence requests, and as otherwise required
- Assist in training and education of team members
- Process commissions and advisory compensation
Apply Today
Join us and play a vital role in our mission to empower RIAs and advisors. If you are passionate about billing and want to be part of an exciting growth journey, we want to hear from you
We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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