rebel Financial · 2 months ago
Operations & Billing Specialist
Groveport, Ohio, United States
Full-time
Onsite
Mid, Senior Level
$65K/yr - $80K/yr
5+ years expRebel Financial is a Certified B Corporation® focused on building a purpose-driven firm that emphasizes innovation and shared success. The Operations & Billing Specialist plays a critical role in managing operational workflows, ensuring compliance and efficiency, and supporting exceptional client service within the firm.
AccountingFinancial ServicesRetirement
Responsibilities
Own and manage day-to-day operational workflows to support advisors and clients
Maintain clean, accurate client and account data across systems (Advyzon, eMoney, HubSpot, custodial platforms, etc.)
Manage and support the firm’s billing processes, including:
Setting up and maintaining fee schedules and billing groups in Advyzon
Running billing cycles and reviewing invoices for accuracy
Reconciling billing data with custodial and internal records
Troubleshooting and resolving billing discrepancies or client inquiries
Prepare operational materials and reports for meetings and reviews
Track service tickets, workflow deadlines, and tasks to ensure accountability
Identify and implement process improvements that enhance efficiency and client experience
Collaborate cross-functionally with advisors, investments, and compliance
Assist with internal reporting, reconciliations, and audits
Contribute to a positive, team-oriented culture and uphold best practices across the firm
Qualification
Required
5–7 years in financial services operations, client service, or a similar role
Strong experience with billing, fee calculations, reconciliations, and workflow management
Excellent organizational and analytical skills
Proactive problem-solver with process-improvement mindset
Strong written and verbal communication
Proficient in Microsoft Office and Google Workspace
Ability to balance precision with efficiency
Passionate about supporting a values-driven, purpose-focused company
Preferred
Bachelor's degree (Business, Finance, or Operations preferred)
Familiarity with RIA operations, custodians, or advisory firm systems
Industry coursework or licenses (e.g., project management, financial operations, or Series 65)
Experience with Advyzon, eMoney, or similar portfolio systems
Familiarity with CRMs and workflow tools (HubSpot, TaxDome, etc.)
Benefits
401(k) with company match
Health, dental, and vision insurance
Student loan repayment matching (up to $200/month)
529 savings matching (up to $200/month)
Paid time off and sick leave
Professional development reimbursement for training, certifications, and continuing education
Paid attendance at professional conferences and seminars
Company-branded apparel program
Complimentary financial, estate, and tax-planning services for employees
Access to company Teslas for tenured team members (merit-based rotation)
Collaborative team culture with regular “rebel Rousing” events and community engagement
Company
rebel Financial
Rebel Financial specializes in retirement planning, college planning, tax planning and preparation, and investment management services.
11-50 employees
H1B Sponsorship
rebel Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Early StageCompany data provided by crunchbase