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United Planners Financial Services · 2 days ago

Advisory Billing Specialist

Scottsdale, AZ

Full-time

Onsite

New Grad, Entry Level

United Planners Financial Services is seeking a qualified professional to join their Advisory Billing Department as an Advisory Billing Specialist. The role involves advisory fee billing of client accounts, data management, operations, and quality control review, while working with both internal and external relationships.

BankingCrowdfundingFinancial Services

Growth Opportunities

Hiring Manager

Rebecca J.

Responsibilities

Process and support monthly and quarterly billing processing and data reconciliation

Establish and maintain advisors on the billing database, which includes their billable accounts, fee schedules, reports, client portals and other features

Assist advisors with general servicing issues

Educate and train advisors, administrative staff, and home office personnel on the billing database

Serve as an internal subject matter expert on the billing database and advisory billing solutions

Play an integral role in the day-to-day management of the billing database and develop insights and create solutions to support advisors, administrative staff, and home office personnel

Provide departmental infrastructure support (e.g., filing, reporting, system maintenance, etc.)

Capable of multi-tasking daily responsibilities as well as assigned projects

Review documents, conduct research and perform special projects as assigned

Qualification

Orion Advisor TechnologyManagement fee billingMicrosoft OfficeTime managementProfessional communicationAnalytical skillsSelf-developmentCreative skillsTeamwork

Required

Ability to successfully meet critical deadlines and effective time-management

Ability to derive practical solutions to problems with a variety of variables in situations where only limited standardization exists

Professional written and oral communications skills

Creative and analytical skills

Ability to work equally well in a team environment and/or independently

Ability to effectively present information to groups of peers, managers, and registered representatives

Ability to effectively utilize current Microsoft Office tools including Word, Excel, and PowerPoint

Ability to initiate self-development including continued understanding and application of new regulations, policy changes, and if applicable, additional licensing and coursework to adapt to changes in industry and job demands