Wealth Account Billing Associate

IntePros; Pittsburgh (Allegheny County); On-site; USD 50,000 - 70,000; Part time

Job summary

A financial services firm in Pittsburgh, PA is seeking a highly organized Wealth Account Billing Associate. This role involves billing and disbursement processes for high-net-worth client accounts, requiring accuracy and strong time management skills. Ideal candidates will have a keen attention to detail, solid reading comprehension, and professional communication abilities. Training provided for those new to the finance sector.

Qualifications

• Strong time management skills to prioritize daily tasks in a fast-paced environment.
• High level of attention to detail with a focus on accuracy and quality.
• Solid reading comprehension and ability to interpret financial documentation.
• Professional communication skills and the ability to work independently and as part of a team.

Responsibilities

• Accurately bill Wealth accounts across multiple regions.
• Complete timely setup and ongoing maintenance of Wealth accounts.
• Manage disbursements for co-trustees and referred companies.
• Generate and track invoices for assigned accounts.
• Ensure compliance with internal controls and timelines.

Job description

Overview

We’re seeking a highly organized and detail-oriented Wealth Account Billing Associate to join our team in Pittsburgh, PA. This role supports critical billing and disbursement processes for high-net-worth client accounts, requiring accuracy, strong time management, and excellent reading comprehension.

Responsibilities

• Accurately bill Wealth accounts across multiple regions.
• Complete timely setup and ongoing maintenance of Wealth accounts.
• Manage disbursements for co-trustees and referred companies.
• Generate and track invoices for assigned accounts.
• Ensure compliance with internal controls and timelines.

Qualifications

• Strong time management skills to prioritize daily tasks in a fast-paced environment.
• High level of attention to detail with a focus on accuracy and quality.
• Solid reading comprehension and ability to interpret financial documentation.
• Professional communication skills and the ability to work independently and as part of a team.

Preferred Qualifications

• Previous experience in billing, finance, or trust operations is a plus.
• Familiarity with wealth management services or financial account systems is helpful, but not required—training will be provided

Job Details

• Location: Pittsburgh, PA
• Employment type: Contract
• Salary: $50,000.00-$70,000.00