Billing Operations Specialist

5 days ago


MagstattleBas, Grand Est, United States Insight Global Full time
Billing Operations Specialist

We are seeking a highly skilled Billing Operations Specialist to join our team at Insight Global. As a key member of our Billing team, you will play a critical role in ensuring the success of our billing cycles and payouts related to AUM Billing, Financial planning, 401k, Insurance, Fee rejections, and other fee-related operation processes.

Key Responsibilities:
  • Ensure the accuracy and efficiency of billing cycles and payouts
  • Research and resolve billing inquiries from internal departments and customers
  • Prepare and submit billing files on Advisory Fee Accounts
  • Calculate and verify Advisory Fees Payments/Production Reports
  • Streamline billing processes to enhance accuracy and efficiency
Requirements:
  • 2 years of experience in an office setting
  • RIA Billing experience
  • Salesforce reporting experience
  • High proficiency in Excel
  • 401k experience
  • Accounting experience (Check reconciliation experience, applying credits to accounts)
What We Offer:
  • Competitive salary range: $55,000 - $65,000 per year
  • Medical, dental, and vision insurance
  • HSA, FSA, and DCFSA account options
  • 401k retirement account access with employer matching
  • Paid sick leave and/or other paid time off as provided by applicable law

We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Insight Global's Workforce Privacy Policy.



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