RIA Billing Specialist - Remote

Overview

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

In Short

• Manage billing processes for investment advisory services, ensuring accuracy and timeliness.
• Maintain and update billing systems, ensuring all client information is current and compliant with regulatory standards.
• Collaborate with Advisors, Customer Service, and clients to resolve billing inquiries and discrepancies.
• Prepare and analyze billing reports to identify trends and areas for improvement.
• Assist in the development and implementation of billing policies and procedures.
• Ensure compliance with all relevant regulations and company policies regarding billing practices.
• Provide training and support to team members on billing processes and systems.
• Participate in special projects and initiatives as required to improve operational efficiency.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred.
• 2+ years of experience in billing, operations, or client service within the financial services industry, preferably in registered investment advisor firm.
• Understanding of investment products, services, and regulatory requirements.
• Proficiency in advisor billing software, particularly Orion and AdvicePay.
• Excellent analytical and problem-solving skills with a keen attention to detail.
• Strong communication and interpersonal skills, with the ability to work effectively with clients and team members.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Benefits

• An attractive total compensation package.
• Employer-sponsored health insurance (medical, dental, vision).
• 401k + 5% match.