Billing Specialist

Position: Billing Specialist

Department: Wealth Management

Reporting to: Billing Team Lead

Overview

We are looking for a detail orientated individual to join our Wealth Management Finance team. As a Billing Specialist you will provide billing support to our clients and internal team members. If working with numbers and data excites you, then this could be the perfect opportunity for you!

What You ll Do

• Maintain billing database
• Research and respond to billing inquire
• Assist with monthly billing processes and sending client statements

Experience You ll Bring

• 1 to 3 years previous experience in banking/accounting/financial services
• Strong organizational skills: capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
• Detail oriented, motivated, dependable, and quality oriented
• Ability to working independently, but also as a collaborative team member
• Provide support to other team members when needed

Bonus Points

• Bachelor of Accounting degree
• QuickBooks experience

What You ll Get

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package
• Access to an on-site caf�, gym and primary care physician
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance

Who We Are

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.