Billing Specialist

Advisors Excel; Topeka (KS); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with matching

PTO

On-site café and gym

Job summary

Advisors Excel is a dynamic financial services firm focused on supporting independent advisors with back-office and billing operations. We seek a Wealth Operations Fee Specialist who thrives on data analytics, accuracy, and process improvements to ensure timely, precise billing and reporting.

In this role, you will handle data-intensive tasks, collaborate with team members and business partners, and contribute to special projects that transform data and processes.

Qualifications

• Experience handling large data sets and billing processes.
• Strong attention to detail and problem-solving skills.
• Ability to work with cross-functional teams.

Responsibilities

• Analyze and reconcile large billing data sets.
• Improve billing processes through automation.
• Generate reports and audit trails for accuracy.
• Provide data-driven insights to internal teams and advisors.
• Support system tools and conduct business audits.
• Lead or participate in data/process transformation projects.

Skills

Financial data analysis

Data reconciliation

Analytical thinking

Stakeholder communication

Education

Securities Industry Essentials (SIE) certification

Tools

Orion portfolio system

Job description

Position:Wealth Operations Fee Specialist

Location: Cobblestone Building

4123 Gage Center Dr. Suite 101

Topeka, KS

Job Id:2769

# of Openings:2

Position: Wealth Operations Fee Specialist

Department: Accounting

Reporting to: Billing Manager

Location: Topeka, KS - Onsite

Overview:

Are you highly data-driven, analytical, and comfortable working with large, complex data sets? Our Wealth Operations Fee Specialist is a crucial member of our Finance team, responsible for ensuring the integrity, accuracy, and efficiency of our billing operations by leveraging data analytics and process oversight. This role is ideal for someone who thrives on problem-solving, technology, and data—not just accounting.

In this role, you’ll handle a variety of billing tasks, research and respond to inquiries, maintain accurate data, and assist with special projects. You’ll also work closely with team members and business partners to ensure accuracy, timeliness, and excellent service.

What you’ll do:

• Analyze and Reconcile Large Data Sets: Review billing and account data for discrepancies, identify trends, and resolve inconsistencies through deep data analysis.
• Process Improvement: Work proactively with the team to streamline, automate, and enhance billing processes.
• Reporting: Generate reports and audit trails to support billing accuracy and business needs; accelerate issues and recommend long-term solutions.
• System Support & Troubleshooting: Support technology tools and assist with business audits.
• Stakeholder Support: Respond to questions from internal teams and advisors, clarifying details and supporting with data-driven insights.
• Special Projects: Participate in or lead projects involving data or process transformation.

Bonus Points:

• 2+ years of financial services operations experience
• Securities Industry Essentials (SIE) exam or willing to obtain within the first 6 months
• Orion, or other portfolio management system experience

What you’ll get:

• Amazing benefits including medical, dental, vision, and 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!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.