Billing Specialist

Job Summary

To ensure accurate and timely billing for investment management clients, the remote Billing Specialist will manage monthly billing audits, maintain client accounts, and partner with internal teams while working full-time.

Key Responsibilities:

• Perform monthly billing audits, including fee calculations and adjustment processing
• Review and maintain client accounts to ensure accurate fee schedule assignments
• Respond to billing-related inquiries from advisors and Client Service teams

Required Qualifications:

• Experience with integrated financial systems and billing platforms
• Proficiency in Microsoft Office, particularly Excel
• Understanding of portfolio accounting and client performance reporting concepts
• Experience with Orion and Salesforce strongly preferred
• Highly organized with the ability to manage multiple priorities and deadlines