Investment Advisory Billing Specialist - Back-Office Finance

Advisor Group; Scottsdale (AZ); Hybrid; USD 48,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic seeks an Investment Advisory Billing Specialist to process billing for advisory accounts with emphasis on accuracy, timeliness, and adherence to procedures. You will work with the Wealth Management Platform (WMP) and internal teams to post fees, handle ticketed requests, and ensure data integrity.

The role targets individuals early in financial services operations, with opportunities to grow in billing, accounting, and investment advisory support, in a hybrid work setting with a hub-based

Qualifications

• 0–1 year of experience in financial services, operations, billing, accounting, or related field (internships or coursework acceptable)
• Strong attention to detail with the ability to perform repetitive, process-driven tasks accurately
• Basic understanding of accounting or billing concepts preferred
• Ability to follow documented procedures and work within structured workflows
• Strong organizational and time management skills
• Ability to learn and navigate systems such as Wealth Management Platform (WMP), NetX360, or similar tools
• Problem-solving mindset with ability to identify errors and elevate when necessary

Responsibilities

• Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations.
• Execute tasks accurately and within established SLAs.
• Review account data to ensure billing accuracy and identify discrepancies.
• Follow defined procedures and workflows to complete routine processing activities.
• Maintain detailed records of completed work within systems and ticketing tools.
• Partner with internal teams to resolve standard processing issues.
• Escalate complex or non-routine issues to senior team members as needed.
• Communicate professionally with internal stakeholders regarding request status or clarification.
• Prioritize and organize multiple tasks in a high-volume processing environment.
• Support quality control efforts by adhering to policies, procedures, and compliance standards.
• Contribute to process improvement initiatives by identifying inefficiencies or errors.
• Continuously learn systems, products, and processes related to advisory billing.

Skills

Entry-level experience

Attention to detail

Independent work

Education

High School Diploma or GED

Bachelor’s degree in business, Finance or related field

Tools

Microsoft Office

Wealth Management Platform (WMP)

Job description

Osaic seeks an Investment Advisory Billing Specialist to process billing for advisory accounts with emphasis on accuracy, timeliness, and adherence to procedures. You will work with the Wealth Management Platform (WMP) and internal teams to post fees, handle ticketed requests, and ensure data integrity.

The role targets individuals early in financial services operations, with opportunities to grow in billing, accounting, and investment advisory support, in a hybrid work setting with a hub-based