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Billing Associate | Wealth Management

2 months ago

Louisville, United States Cerity Partners Full time
Job Details

Job Location
Louisville Office - Louisville, KY

Description

Cerity Partners is seeking a talented, bright, and motivated individual with the highest level of personal integrity to join our Finance Team as a Billing Associate. In this role, you will have the opportunity to work in a collaborative and fast- paced environment to prepare, execute and manage various client billing functions. The ideal candidate must have impeccable attention to detail and communication skills, as well as proven analytical and financial experience.

We stress the importance of everyone's role on the team - we each have an important role to play that requires different levels of responsibility and a willingness to work closely with others in cross-functional areas to achieve a common goal.

Primary Responsibilities:
  • Ensure all clients are set up accurately in the firm's portfolio accounting systems
  • Manage and execute quarterly billing runs
  • Facilitate quarterly billing at major custodians
  • Resolve billing issues and handle ad hoc billing requests
  • Assist with preparing and sending billing to clients
  • Work with Accounts Receivable team to ensure accuracy of all billing and payments
  • Collaborate with the Billing, Finance, Operations and broader organization to improve processes
Ideal Candidate Profile
  • Bachelor's Degree in Finance, Accounting, or related business field
  • 1-3 years of experience preferred
  • Previous billing or accounting experience, including experience with major custodial platforms
  • Strong proficiency with Microsoft Excel
  • Experience working with Orion, Addepar, or other portfolio accounting systems
  • Highly detail oriented with the ability to multitask in a fast-paced environment
  • Identify with Cerity Partner's mission and demonstrate our core values
  • Ability to be a "self-starter"
Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
  • You understand the need to provide a world-class client experience
  • You value the collaboration of insightful, experienced colleagues to deliver our services
  • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills


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