Advisors Excel · 2 weeks ago
Billing Specialist
Topeka Metropolitan Area
Full-time
Onsite
Entry Level
1+ years expAdvisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. They are looking for a Billing Specialist to join their Accounting team to support billing operations and financial processes, ensuring accuracy and excellent service. The role involves handling various billing tasks, maintaining accurate data, and assisting with special projects.
ConsultingFinancial ServicesMarketing
Hiring Manager
Melanie Smith
Responsibilities
Research and respond to inquiries from internal and external sources
Maintain accurate billing data
Assist with monthly billing processes
Answer questions regarding billing calculations and commission history
Prepare and send monthly statements
Enter vendor bills and process payments weekly
Assist with accounting tasks and special projects as needed
Qualification
Required
1–3 years of experience in banking, accounting, or financial services
Strong organizational skills with the ability to manage multiple priorities
Excellent time management and problem-solving skills
High attention to detail with a commitment to accuracy
Strong written and verbal communication skills
Ability to work independently and in a collaborative team environment
Proficiency with MS Word, Excel, Outlook, and comfort learning new technology
Preferred
Bachelor's degree in Accounting
Experience with QuickBooks or NetSuite
Benefits
Medical
Dental
Vision
401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Company
Advisors Excel
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-01Private Equity
Leadership Team
Greg Burton
Chief of Staff to CEO
Ryan Fickel
Chief Technology Officer & Chief Information Security Officer
Recent News
2025-08-22
2025-03-04
Company data provided by crunchbase