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Revenue Analyst

3 months ago

Kansas City, United States National Advisors Trust Company Full time
Are you looking to make a significant impact in the financial services industry?The financial services industry offers the opportunity to serve and positively impact the lives and well-being of others. Within the industry, a career in estate planning and trusts allows you to amplify your impact. We believe trusts are about love, family and the selfless pursuit of acting today to protect tomorrow - and should be central to every estate plan to help create enduring legacies. That is why we have made it our mission to simplify and democratize trusts to allow more advisors and families to ensure complete estate plans and create legacies of love.

Overview

Established in 2001, National Advisors is a premier independent trust company and a culture unified in purpose and mission to simplify trusts and create legacies of love for generations of families. To do so, we deliver complete trust services and are uniquely structured with both a national trust charter and a progressive South Dakota state trust charter to give advisors and the families they serve greater flexibility, customization and control of their estate plans. National Advisors is based in Kansas City and continues to position our brand for growth and leadership across the country.

Why join us?We are looking for individuals who believe in the noble purpose of trusts - and want to be part of a movement that redefines trust services to help people protect their loved ones. We are a dynamic, collegial, and evolving culture that invests in top talent and rewards collaboration, curiosity and innovation. By joining National Advisors, you will become part of an in-house team with deep expertise, decades of experience, and a commitment to shaping what's next for advisors, families, and our industry.

Here's what you'll need:

Responsibilities and Duties

Revenue analytics based on client segmentation and revenue streams.

Review MSAs for fee related details.

B2B revenue invoicing, and analytics reporting.

Addvantage fee schedule creation, review, and maintenance.

Train and/or assist account opening, closing, Trust Officers, and Trust Administrators with fee set up and calculations.

Produce and distribute fee set up reviews and account funding reviews to appropriate client teams.

Oversee B2C fee collection processes.

Produce and provide revenue metrics to the leadership team D/W/M/Q.

Client Service (Complex) CRM case resolutions.

Reconciliation of B2C fee invoices and payments.

Follow-up with appropriate parties regarding all receivables.

Provide monthly revenue reconciliation to finance team for audit tracking.

Assist with financial audit and reporting.

Provide review and feedback regarding fee charge offs, deviations, and/or concessions.

Ensure procedures are available and current.

Corporate training as required.

Other duties and projects as assigned.

Competencies

Customer Focus - Knowing the (internal and external) customer business needs and acting; accordingly, anticipating customer needs and giving high priority to customer satisfaction and customer service.

Attention to Detail - Taking responsibility for a thorough and detailed method of working.

Decision Making - Drawing correct and realistic conclusions and making timely decisions based on available information.

Interpersonal - Performing well when faced with pressure due to time restrictions, workload, adversity, disappointment, or opposition.

Data Gathering and Analytics - Understanding a given situation or problem by combining information that is readily available: identifying patterns or connections between situations that are not obviously related; identifying key or underlying issues in complex situations.

Oral Communication - Shaping and expressing ideas and information in an effective manner.

Written Communication- a written exchange of information

Initiative - Spotting opportunities within a circle of influence; anticipating threats and acting on them; self-starting rather than waiting passively until the situation demands action.

Qualifications

Bachelor's Degree in Accounting/Business Administration or equivalent work experience.

4 to 6 years' experience in financial services industry

Ability to interact with all levels of the company

Possess effective oral, written, and people skills

Ability to oversee multiple tasks and projects simultaneously

Possesses tenacious drive and persistence in getting things done

Proficient in Microsoft Office Applications - Intermediate (Word, Excel, Outlook, PowerPoint)

Physical Requirements

Must be able to remain in a stationary position for prolonged periods of time

Constantly operate a computer and phone during workday

Occasionally requires lifting of objects that are twenty pounds to a height of 3 - 4 feet

Work Environment

Professional, business setting

We're inspired by our company values, committed to diversity, equity, and inclusion, and strive to create a positive, purposeful and productive environment where everyone can thrive.

Benefits:National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizational growth. NAH offers a competitive salary.

#NationalAdvisorsTrustCompany #CareerOpportunities

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)