Investment Advisory Billing Pro — WMP & Operations

Osaic; La Vista (NE); Híbrido; USD 48.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Descripción de la vacante

Osaic is seeking an Investment Advisory Billing Specialist to process advisory-fee billing with accuracy and timeliness, leveraging the Wealth Management Platform and internal systems. The role focuses on transactional, back-office processing and data integrity within a structured ticketing environment.

You will collaborate with IA Support, Operations, and Accounting, handling inquiries and advancing billing tasks in a high-volume setting. This is a hybrid full-time role across multiple hubs.

Formación

• High School diploma or GED required.
• Bachelor's degree preferred in business/finance or related field.
• 0–1 year of experience in financial services or related field.
• Strong attention to detail for repetitive, process-driven tasks.
• Ability to follow documented procedures and structured workflows.
• Proficiency in Microsoft Office applications.

Responsabilidades

• Process billing-related requests for Investment Advisory accounts with fee calculations and reconciliations.
• Meet SLAs and maintain billing accuracy across systems.
• Review account data to identify and correct discrepancies.
• Follow defined procedures to complete routine processing activities.
• Maintain detailed records in systems and ticketing tools.
• Collaborate with IA Support, Operations, and Accounting to resolve issues.
• Escalate complex problems to senior staff when needed.
• Communicate status and clarifications to internal stakeholders.
• Prioritize multiple tasks in a high-volume environment.
• Support quality control, compliance, and process improvements.
• Continuously learn systems and processes related to advisory billing.

Conocimientos

Attention to detail

Time management

Communication skills

Independent work

Microsoft Office proficiency

Educación

High School Diploma or GED

Bachelor's degree in business/Finance or related field

Herramientas

Microsoft Office

Wealth Management Platform (WMP)

Descripción del empleo

Osaic is seeking an Investment Advisory Billing Specialist to process advisory-fee billing with accuracy and timeliness, leveraging the Wealth Management Platform and internal systems. The role focuses on transactional, back-office processing and data integrity within a structured ticketing environment.

You will collaborate with IA Support, Operations, and Accounting, handling inquiries and advancing billing tasks in a high-volume setting. This is a hybrid full-time role across multiple hubs.