Advisory Billing Specialist
$60,000 - $80,000/Yr
J. Paul Partners - Scottsdale, AZ
posted 19 days ago
Full-time - Entry Level
Remote - Scottsdale, AZ
About the position
The Advisory Billing Specialist position at J. Paul Partners, LLC is a full-time role focused on supporting the Accounting and Compensation team within a privately held broker-dealer and investment advisory firm. The role involves leveraging database skills and knowledge of billing workflows to facilitate billing processes, onboard new advisors, and train staff on the billing platform. This position offers potential for growth into a leadership role.
Responsibilities
- Facilitate and support the monthly, quarterly, and annual billings.
- Onboard new Advisors to the platform.
- Train other staff on the billing platform.
Requirements
- Experience with billing workflow in a broker-dealer setting.
- Strong database skills.
Nice-to-haves
- Experience in a leadership role within billing or accounting.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Bonus opportunities
- Yearly bonus
