Billing Associate

Job Summary

A company is looking for a Billing Associate to manage billing operations for financial advisors and wealth management firms.

Key Responsibilities

• Conduct data integrity checks and reconcile billing data across platforms
• Assist in the full lifecycle of billing setup and maintenance, including client onboarding and offboarding
• Generate, audit, and validate customized billing reports and client invoices

Required Qualifications

• Direct experience with Orion billing platforms
• Proven experience with RIA or TAMP billing operations
• Proficiency in Excel and/or Google Sheets
• Demonstrated ability to prioritize tasks and manage multiple deadlines
• Self-driven and productive in a remote work environment