Financial Advisory Billing Specialist
AssuredPartners
- Orlando, FL
- Permanent
- Full-time
- Oversee and execute the financial services billing process.
- Develop and implement strategies to optimize billing procedures and minimize errors.
- Work consistently to implement and evolve billing technology.
- Collaborate with local and corporate accounting teams to reconcile billing and all compensation transactions.
- Stay abreast of industry trends, regulations, and best practices related to financial services billing.
- Communicate consistently with field offices and leadership in billing preparation, execution, and reconciliation.
- Travel will be 25% to local offices and headquarters when necessary.
- Competitive base salary.
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
- Pet benefits & discounts.
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.
- Bachelor's degree (B. A.) from four-year College or university; and a minimum of two years of customer service experience - OR- High school diploma or general education degree (GED) and three years related experience and/or training
- Knowledge of financial services billing systems is preferred (Orion, SS&C, Advyzon)
- Overall general knowledge of financial services industry.
- Strong attention to detail and problem-solving skills.
- Ability to prioritize tasks and meet deadline in a fast-paced environment.
- Knowledge of regulatory compliance ailing standards is preferred.
- Strong communications, computation, and analysis skills