Financial Services Billing Expert

1 week ago


Orlando, Florida, United States AssuredPartners Full time
Job Title: Financial Advisory Billing Specialist

We are seeking a highly skilled Financial Advisory Billing Specialist to join our team. As a key member of our financial services team, you will be responsible for overseeing and executing the financial services billing process with precision and expertise.

Key Responsibilities:
  • Develop and implement strategies to optimize billing procedures and minimize errors.
  • Collaborate with local and corporate accounting teams to reconcile billing and all compensation transactions.
  • Stay abreast of industry trends, regulations, and best practices related to financial services billing.
  • Communicate consistently with field offices and leadership in billing preparation, execution, and reconciliation.
What We Offer:
  • Competitive base salary.
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
  • Company match 401(k) plan 50% up to 6%.
  • Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers.
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
  • Pet benefits & discounts.
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.
Requirements:
  • Bachelor's degree (B. A.) from four-year College or university; and a minimum of two years of customer service experience - OR- High school diploma or general education degree (GED) and three years related experience and/or training.
  • Knowledge of financial services billing systems is preferred (Orion, SS&C, Advyzon).
  • Overall general knowledge of financial services industry.
  • Strong attention to detail and problem-solving skills.
  • Ability to prioritize tasks and meet deadline in a fast-paced environment.
  • Knowledge of regulatory compliance ailing standards is preferred.
  • Strong communications, computation, and analysis skills.
About AssuredPartners:

AssuredPartners is committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger.



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