Job Summary
A financial and recordkeeping company has an open position for a Remote Advisor Billing Manager.
Must be able to:
- Train employees involved in all billing functions
- Supervise 4-7 direct reports
- Oversee the preparation of letters/reports and the payment process
Applicants must meet the following qualifications:
- Bachelor’s Degree with a major in Finance, Accounting, Business or related job experience
- Extensive experience in managing teams, outstanding customer service skills
- 4+ years proven experience in supervising Billing and Fund Administration activities
- Experience with Salesforce and Relius platforms
- Knowledge of Retirement plans and industry
- Advanced knowledge of Microsoft Excel