Current jobs related to Billing Associate | Wealth Management - Louisville - Cerity Partners
-
Wealth Manager Expansion
2 months ago
Louisville, Kentucky, United States Lifetime Recruiting Strategies Full timeRegional Expansion Fortune 500 Company in the Financial Services Industry is looking for Top Financial Professionals to work in a Team environment as a Investment Advisor/ Private Wealth Manager, Sales and Sales Management.Isn't it Time for a Fresh We are Looking for Seasoned Professionals in the Financial Services IndustryYou will be Paid The Best...
-
Wealth Manager Expansion
2 months ago
Louisville, United States Lifetime Recruiting Strategies Full timeRegional Expansion Fortune 500 Company in the Financial Services Industry is looking for Top Financial Professionals to work in a Team environment as a Investment Advisor/ Private Wealth Manager, Sales and Sales Management.Isn't it Time for a Fresh We are Looking for Seasoned Professionals in the Financial Services IndustryYou will be Paid The Best...
-
EXECUTIVE ASSISTANT
2 weeks ago
Louisville, United States Stock Yards Bank and Trust Full timeJob DescriptionJob DescriptionAs an Executive Assistant, your day will be filled with opportunities to oversee the functionality and daily operations of all WM&T office locations.ResponsibilitiesOffice Manager: Oversees office communications and supports essential operations for two Louisville offices and all regional offices, currently including...
-
Wealth Management Advisor II
3 months ago
Louisville, United States Fifth Third Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve...
-
Wealth Management Advisor II
3 weeks ago
Louisville, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve...
-
Wealth Management Advisor II
3 months ago
Louisville, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...
-
Senior Wealth Management Consultant
3 days ago
Louisville, Kentucky, United States The Ladders Full timePosition OverviewAs a Senior Wealth Management Consultant, you will serve as the key liaison and trusted financial guide for affluent clients. Your role will involve fostering, enhancing, and expanding client relationships, while also strategizing and resolving intricate financial matters. You will collaborate with the client's other advisors, such as legal...
-
Personal Wealth Management Specialist
1 week ago
Louisville, Kentucky, United States The Ladders Full timePosition OverviewAs a Financial Wealth Consultant, you will play a pivotal role in serving as the primary liaison and trusted advisor for affluent clients. Your responsibilities will include nurturing, strengthening, and expanding client relationships, while also strategizing and assisting in the resolution of intricate financial matters. You will implement...
-
Wealth Management Advisor
3 days ago
Louisville, Kentucky, United States Republic Bank Full timePosition Overview:The Wealth Management Advisor plays a crucial role in delivering exceptional service to our Private Banking clientele. This position focuses on understanding and addressing the financial aspirations of clients through tailored banking solutions.Key Responsibilities:Provide outstanding customer service to Private Banking clients, ensuring...
-
Trust Wealth Advisor Team Lead
3 hours ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Associate Team Lead to join our team at Stock Yards Bank & Trust. As a key member of our Wealth Management & Trust Department, you will be responsible for leading, training, and developing a team of Client Service Associates to provide exceptional service to our clients.Key...
-
Billing Operations Specialist
1 week ago
Louisville, Kentucky, United States Stites & Harbison, PLLC Full timeStites & Harbison, PLLC, a comprehensive legal service provider, is seeking a skilled Billing Operations Specialist to enhance our Client Billing division. This role is pivotal in managing the firm's electronic billing processes. The ideal candidate will collaborate closely with various Accounting & Finance personnel, particularly Billing Coordinators, the...
-
Billing Operations Specialist
1 week ago
Louisville, Kentucky, United States Stites & Harbison, PLLC Full timeCompany Overview:Stites & Harbison, PLLC is a distinguished law firm seeking to enhance our Client Billing team with a proficient Electronic Billing Specialist. This role is pivotal in managing the firm's electronic billing processes and requires collaboration with various departments, particularly within Accounting & Finance.Key Responsibilities:Support the...
-
Financial Wealth Consultant
1 week ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Financial Wealth Consultant at Stock Yards Bank and Trust, you will play a pivotal role in managing relationships with affluent clients. Your primary responsibilities will include serving as the main point of contact and trusted advisor, fostering and enhancing client relationships, and devising comprehensive wealth management strategies in...
-
Financial Wealth Consultant
1 week ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timePosition OverviewAs a Financial Wealth Consultant at Stock Yards Bank and Trust, you will play a pivotal role in serving as the primary liaison and trusted consultant for affluent clients. Your responsibilities will include nurturing, enhancing, and expanding client relationships, while strategizing and addressing intricate financial matters. You will also...
-
Financial Wealth Consultant
1 week ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Financial Wealth Consultant at Stock Yards Bank and Trust, you will serve as the principal liaison and trusted consultant for affluent clients. Your role will involve nurturing, strengthening, and expanding client relationships, while also strategizing and assisting in the resolution of intricate financial matters. You will implement...
-
Billing Specialist
1 month ago
Louisville, United States Talis Group, Inc. Full time $60,000 - $70,000Talis Group's client is an award-winning, full-service law firm. They are looking to hire a Billing Specialist to support the daily operations of the accounting team in Louisville. This role will prepare & process billing invoices from pre-stage to final invoicing for the firm’s clients. This is a full-time, direct hire position with a salary range...
-
Billing Coordinator
1 week ago
Louisville, Kentucky, United States 3DR Labs LLC Full timeJob OverviewAbout the Company:3DR Labs LLC specializes in advanced imaging post-processing solutions for numerous hospital radiology departments, independent imaging facilities, and radiology practices across the United States. Our services empower these entities to achieve expert processing of medical imaging cases in a matter of hours, or even minutes in...
-
Billing and Accounts Specialist
3 days ago
Louisville, Kentucky, United States Talis Group, Inc. Full timeTalis Group's client, a distinguished legal practice with a proven track record of success, is seeking a dedicated Billing and Accounts Specialist to contribute to the smooth operation of their accounting department. This role will involve preparing and processing invoices from initial stages through final billing for the firm's diverse clientele. This...
-
Electronic Billing Specialist
4 days ago
louisville, United States Stites & Harbison, PLLC Full timeStites & Harbison, PLLC, a full-service law firm would like to add a highly qualified Electronic Billing Specialist to our Client Billing team in Louisville, Kentucky. The successful candidate will be responsible for the handling of the firm’s ebilling operations. This position works closely with other Accounting & Finance staff, especially with Billing...
-
Electronic Billing Specialist
2 weeks ago
Louisville, United States Stites & Harbison, PLLC Full timeStites & Harbison, PLLC, a full-service law firm would like to add a highly qualified Electronic Billing Specialist to our Client Billing team in Louisville, Kentucky. The successful candidate will be responsible for the handling of the firm’s ebilling operations. This position works closely with other Accounting & Finance staff, especially with Billing...
![Cerity Partners](https://media.trabajo.org/img/noimg.jpg)
Billing Associate | Wealth Management
2 months ago
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
- 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"
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
#LI-CH1