Remote Payroll and Financial Operations Analyst

Ascensus; Williamstown (NJ); Remote; USD 58,000 - 70,000; Full time

Job summary

Ascensus is seeking a Finance Operations professional to manage automated RIA/TPA fee processing, invoicing, and reconciliation tasks. The role requires attention to detail, the ability to balance multiple priorities, and collaboration with client service teams to ensure timely payments.

Ideal candidates will have a bachelor’s degree in accounting or finance, strong PC skills (Excel/Word/PowerPoint), and the flexibility to work remotely with a suitable setup.

Qualifications

• PC skills in Excel, Word and PowerPoint; Access a plus.
• Strong written and verbal communication skills.
• Ability to handle multiple priorities.
• Bachelor’s degree in accounting or finance preferred.
• Remote work internet speed requirements and setup considerations for virtual roles.

Responsibilities

• Owner of the quarterly and monthly automated RIA & TPA fee process.
• Respond to RIA/TPA issues and inquiries.
• Coordinate custom reporting and delivery of RIA information.
• Create invoices and post outgoing wires for Government Saving contracts.
• Monthly reconciliation of billed revenue, insurance and mutual fund commissions.
• Dashboard Reporting & QC of RIA Payments.

Skills

Excel

Word

PowerPoint

Strong communication

Multitasking

Education

Bachelor’s degree in accounting or finance

Tools

Access

Job description

Ascensus is seeking a Finance Operations professional to manage automated RIA/TPA fee processing, invoicing, and reconciliation tasks. The role requires attention to detail, the ability to balance multiple priorities, and collaboration with client service teams to ensure timely payments.

Ideal candidates will have a bachelor’s degree in accounting or finance, strong PC skills (Excel/Word/PowerPoint), and the flexibility to work remotely with a suitable setup.