Advisory Billing Manager
Renaissance Financial
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Job summary
Renaissance Financial is a comprehensive financial services firm looking for a full-time Billing Operations professional in the Phoenix area. You will ensure accurate, timely, and efficient billing, maintain data systems, and produce customized advisor reports.
The role emphasizes proactive communication, audits, and collaborative problem-solving to facilitate seamless billing cycles and support financial advisors and their teams.
Qualifications
- Bachelor’s degree in accounting or finance preferred.
- 5+ years working in Finance/Accounting field or similar experience.
- Registrations: SIE, Series 7, Series 66; Series 24 preferred.
Responsibilities
- Manage quarterly billing cycle for Schwab Investment Advisory fee collection.
- Ensure integrity of Orion data and other data related to fee calculation and compliance monitoring.
- Review billing reports for discrepancies and correct as needed.
- Review and place trades to support fee collection.
- Supervise the Investment Advisory Billing Team and support operations.
Skills
Education
Tools
Job description
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is todeliver exceptional support and service to financial advisors and their teams by ensuringaccurate,timely, and efficient billing operations.You willmaintainclean and reliable data systems,processingaccount changes with precision, andproducingcustomized reportsforadvisors. Through proactive communication, ongoing audits, and collaborative problem-solving,you willfacilitateseamless billing cycles.
- Manage quarterly billing cycle for Schwab Investment Advisory fee collection
- Ensure the integrity of Orion data and other data, both internal and third party, related to the calculation of fees and support of compliance monitoring
- Review billing reports for discrepancies and make any necessary corrections
- Review and place trades to support the collection of fees
- Supervise the Investment Advisory Billing Team
- Assist in the development and testing of new software systems supporting fee collection
- Assist in the development and testing of Orion based systems supporting compliance monitoring
- Assist with Investment Advisory operations including account opening, trading, money movement and other service requests
- Assist Financial Advisors in tailoring fee collection parameters for clients’ specific needs
- Additional duties as may be required
- High level of interpersonal skills to handle sensitive and confidential situations
- This position requires demonstrated poise, tact and diplomacy
- Ability to interact and communicate with individuals at all levels of the organization
- Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials,establishingpriorities and meeting deadlines
- Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
- Knowledge of data gathering and reporting procedures with a high level of attention to detail
- Flexibility for travel
- Ability to supervise and problem solve
- Sound judgment when weighing options in difficult situations
- Self-starter and motivated
- Bachelor’s degree with an accounting or finance degree preferred
- 5+years working in Finance/ Accounting field and or similar experience required
- SIE
- Series 7
- Series 66
- Series 24 (preferred)
- Microsoft Suite
- Excel
- Outlook
- Word
- Visio
- PowerPoint
- Orion Technology
- Business professional office environment
We are committed to providing an accessible work environment. If you needaccommodationsduring the application or employment process, please let us know.
Equal Opportunity Employer
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is todeliver exceptional support and service to financial advisors and their teams by ensuringaccurate,timely, and efficient billing operations.You willmaintainclean and reliable data systems,processingaccount changes with precision, andproducingcustomized reportsforadvisors. Through proactive communication, ongoing audits, and collaborative problem-solving,you willfacilitateseamless billing cycles.
- Manage quarterly billing cycle for Schwab Investment Advisory fee collection
- Ensure the integrity of Orion data and other data, both internal and third party, related to the calculation of fees and support of compliance monitoring
- Review billing reports for discrepancies and make any necessary corrections
- Review and place trades to support the collection of fees
- Supervise the Investment Advisory Billing Team
- Assist in the development and testing of new software systems supporting fee collection
- Assist in the development and testing of Orion based systems supporting compliance monitoring
- Assist with Investment Advisory operations including account opening, trading, money movement and other service requests
- Assist Financial Advisors in tailoring fee collection parameters for clients’ specific needs
- Additional duties as may be required
- High level of interpersonal skills to handle sensitive and confidential situations
- This position requires demonstrated poise, tact and diplomacy
- Ability to interact and communicate with individuals at all levels of the organization
- Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials,establishingpriorities and meeting deadlines
- Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
- Knowledge of data gathering and reporting procedures with a high level of attention to detail
- Flexibility for travel
- Ability to supervise and problem solve
- Sound judgment when weighing options in difficult situations
- Self-starter and motivated
- Bachelor’s degree with an accounting or finance degree preferred
- 5+years working in Finance/ Accounting field and or similar experience required
- Medallion Signature Guarantee
- SIE
- Series 7
- Series 66
- Series 24 (preferred)
- Microsoft Suite
- Excel
- Outlook
- Word
- Visio
- PowerPoint
- Orion Technology
- Salesforce
- Business professional office environment
- Standard 40-hour work week
We are committed to providing an accessible work environment. If you needaccommodationsduring the application or employment process, please let us know.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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