Wealth Billing and Data Analytics Specialist

Advisors Excel; Topeka (KS); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with matching

PTO

On-site café and gym

Job summary

Advisors Excel is a dynamic financial services firm focused on supporting independent advisors with back-office and billing operations. We seek a Wealth Operations Fee Specialist who thrives on data analytics, accuracy, and process improvements to ensure timely, precise billing and reporting.

In this role, you will handle data-intensive tasks, collaborate with team members and business partners, and contribute to special projects that transform data and processes.

Qualifications

• Experience handling large data sets and billing processes.
• Strong attention to detail and problem-solving skills.
• Ability to work with cross-functional teams.

Responsibilities

• Analyze and reconcile large billing data sets.
• Improve billing processes through automation.
• Generate reports and audit trails for accuracy.
• Provide data-driven insights to internal teams and advisors.
• Support system tools and conduct business audits.
• Lead or participate in data/process transformation projects.

Skills

Financial data analysis

Data reconciliation

Analytical thinking

Stakeholder communication

Education

Securities Industry Essentials (SIE) certification

Tools

Orion portfolio system

Job description

Advisors Excel is a dynamic financial services firm focused on supporting independent advisors with back-office and billing operations. We seek a Wealth Operations Fee Specialist who thrives on data analytics, accuracy, and process improvements to ensure timely, precise billing and reporting.

In this role, you will handle data-intensive tasks, collaborate with team members and business partners, and contribute to special projects that transform data and processes.