Billing Specialist
3 weeks ago
**GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES**
We are looking for a part time Financial Planning Billing Specialist to own billing aspects of assets under management. This position is not for MEDICAL BILLING. This person will act as an intermediary between our financial advisors and our custodians, Fidelity Investments and Schwab, through billing software Black Diamond.
**JOB DUTIES**
DAILY
- Accurately document advisor splits on billed accounts.
- Monitor the Billing inbox and execute advisor requests in a timely fashion.
- Define billing rules at both the form and household level.
- Interact with internal and external resources to resolve client billing discrepancies.
- Maintain data accuracy and integrity.
- **AS NEEDED- Build and implement tracking spreadsheets
- Audit all accounts on a regular basis to ensure all accounts are being billed accurately. Audit Investment Advisory Contacts for client management fees. Explain billing breakdown to advisors and clients as requested.Knowledge, Skills & Abilities
- Prior experience working in “Black Diamond wealth platform” software a strong plus
- Prior experience working in financial industry
- Highly organized with strong follow-through
- Process driven while completing tasks
- Ability to prioritize day-to-day tasks and issues
- Resourceful in problem resolution
- Operate with a proactive approach when dealing with advisor and internal client
- Experience working in a fast-paced environmentMinimum Requirements
- Working knowledge of computers and software
- Not adverse to change
- Ability to learn quicklyPersonal Skills
- Analytical skills
- Numbers driven
- Problem solving
- Highly organized**
**Job Type**: Part-time
Pay: $40.00 per hour
Expected hours: 20 per week
**Benefits**:
- Flexible schedule
- Life insurance
- On-the-job training
- Paid time off
- Profit sharing
Experience level:
- 1 year
Schedule:
- 4 hour shift
- 8 hour shift
Work setting:
- In-person
- Office
**Experience**:
- Financial Services Billing: 3 years (required)
- Wealth management: 1 year (required)
Shift availability:
- Day Shift (required)
Ability to Commute:
- Plymouth, MA 02360 (required)
Work Location: In person
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