Remote Financial Operations Associate

Ascensus; Texas; Hybrid; USD 58,000 - 70,000; Full time

Job summary

Ascensus is seeking a finance operations professional to manage quarterly and monthly automated RIA and TPA fee processes, including payment processing, error correction, and reconciliation. The role supports government savings contracts, managed accounts, and related billing activities.

Ideal candidates have strong Excel/Word/PowerPoint skills, excellent written and verbal communication, and the ability to juggle multiple priorities.

Qualifications

• PC skills in Excel, Word, and PowerPoint.
• Strong written and verbal communication skills.
• Ability to handle multiple priorities.
• Bachelor’s degree in accounting or finance preferred.

Responsibilities

• Owner of the quarterly and monthly automated RIA & TPA fee process, including payment processing and reconciliation.
• Respond to and resolve RIA/TPA related issues and inquiries.
• Coordinate custom reporting and delivery of RIA information to various firms.
• Create invoices and post outgoing wires for Government Saving contracts.
• Monthly reconciliation of billed revenue, insurance and mutual fund commissions.

Skills

Excel

Word

PowerPoint

Communication

Education

Bachelor's degree in accounting or finance

Job description

Ascensus is seeking a finance operations professional to manage quarterly and monthly automated RIA and TPA fee processes, including payment processing, error correction, and reconciliation. The role supports government savings contracts, managed accounts, and related billing activities.

Ideal candidates have strong Excel/Word/PowerPoint skills, excellent written and verbal communication, and the ability to juggle multiple priorities.