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Billing Specialist

1 month ago

Glastonbury, United States Symmetry Partners Full time
Job DescriptionJob Description

 

JOB SUMMARY:

 

The Accounting Department of an investment solutions firm has an opening for a Billing Specialist to join their team. This individual will have day-to-day billing responsibilities as well as meet monthly billing deadlines.

 

RESPONSIBILITIES:

  • Process Turnkey Asset Management Platform (TAMP) billing on client accounts and determine commission payments to investment advisors.
  • Process account terminations and client reimbursements as needed.
  • Collaborate with other departments to ensure billing accuracy.
  • Execute account updates related to billing matters and ensure accuracy of the results.
  • Communicate with business partners to obtain and verify information regarding billable assets.
  • Maintain data integrity in multiple databases across the organization.
  • Perform data audits to ensure accuracy and adherence to established policies.
  • Create/monitor reconciliation reports and resolve reconciliation differences.
  • Assist with advisor billing issues.
  • Proactively communicate with managers on status of payments and other pertinent billing issues.
  • Develop expertise in billing technology platform.
  • Identify and help implement business process improvements.

QUALIFICATIONS AND EXPERIENCE:

  • High school diploma or GED is required.
  • Minimum 1-2 years related experience in a billing role required.
  • Prior experience working with Orion and Salesforce is preferred.
  • Highly motivated and ability to adapt to new firm initiatives, systems, and procedures.
  • Team player who takes accountability and is able to work independently.
  • Excellent critical thinking and analytical skills.
  • Proficient in Word, Excel and Outlook.
  • Excellent written and verbal communication skills with strong sense of client service.
  • Personable and proactive individual with strong initiative and work ethic.
  • Ability to work in a fast-paced, small team environment.
  • Strong organizational and problem-solving skills with attention to detail.
  • Ability to multi-task/prioritize competing priorities.
  • Experience in the financial services industry is a plus.

 

Company DescriptionSymmetry Partners provides independent Financial Advisors with a complete business solution, including Evidence-Based investment strategies and operational services and support. To help Advisors deliver a better client experience, we also provide marketing, technology, and business consulting.

Symmetry offers competitive salaries and benefits that include Medical, Dental, Vision, Life Insurance, Short- and Long-Term Disability, 401k, Medical and Dependent Care Flexible Spending Accounts, Paid Time Off, Employee Assistance Program, and the opportunity to work in an exciting, fast paced environment.
www.symmetrypartners.comCompany DescriptionSymmetry Partners provides independent Financial Advisors with a complete business solution, including Evidence-Based investment strategies and operational services and support. To help Advisors deliver a better client experience, we also provide marketing, technology, and business consulting.\r
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Symmetry offers competitive salaries and benefits that include Medical, Dental, Vision, Life Insurance, Short- and Long-Term Disability, 401k, Medical and Dependent Care Flexible Spending Accounts, Paid Time Off, Employee Assistance Program, and the opportunity to work in an exciting, fast paced environment.\r
www.symmetrypartners.com