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Dynasty Financial Partners · 1 day ago

Billing Analyst

St. Petersburg, FL

Full-time

Onsite

Entry Level

1+ years exp

Dynasty Financial Partners is seeking a motivated individual to join their team as an Associate Billing Analyst. This role involves engaging with financial advisor clients, collaborating with the Dynasty team, and managing various billing processes related to client accounts and advisor fee billing.

AdviceConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Carries out the required processes involving the TAMP billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians

Work directly with Dynasty team members and our clients as a subject matter expert to ensure the delivery of Operational advisory fee billing activity

Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrences

Communicates with custodians, resource partners and Dynasty home office departments to support TAMP functionality and integration between various aspects of the platform

Monitors accounts and activities on platform for both professionally managed and advisor managed programs

Assists in compiling and analyzing data on a monthly/quarterly basis in accordance with billing and service practices

Supports tasks related to advisor onboarding and internal conversions to the reporting and investments platforms

Participates in special projects and cross-trains on other departmental functions

Acts as backup to support while team members are away from the office

Other duties as assigned

Qualification

Financial services experienceReconciliation tools proficiencyQuantitativeAnalytical skillsWealth Management backgroundClient experienceVerbal communication skillsWritten communication skillsCritical thinkingProblem-solving abilitiesAttention to detailOrganizational skillsTime management skills

Required

Bachelor's degree in Finance, Computer Science, Data Analytics or relevant field

1 – 3 years of experience in financial services or applicable industry

Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, and Pershing

Entrepreneurial mindset – Ability to adapt and innovate in a fast-paced environment

Client experience – Ability to consult internal and external clients; Strong client-first mentality

Culture carrier – Adopt Dynasty's culture of accountability, fairness, teamwork, and transparency

Strong quantitative and analytical skills – You can detect and translate a story behind numbers and data

Verbal and written communication skills – You can translate and present complicated ideas in a simple, easy to understand yet inspirational/creative style

Critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions or opportunities to issues

Strong learning orientation and lean into new opportunities and are willing to challenge the status quo

Strong attention to detail to ensure quality standards are met without impairing workflow

Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines