Wealth Billing Associate - Entry Level

HUB International; Austin (TX); Hybrid; USD 34,000 - 39,000; Full time

Benefits offered by this job

6% yearly discretionary bonus

Medical insurance

Vision insurance

Dental insurance

401(k) plus match

Company Paid STD

Life Insurance

parental leave

Job summary

HUB International is seeking a Billing Specialist, Wealth to support accurate advisory fee billing for our wealth management clients. You will work within the Orion platform, coordinating with custodians like Charles Schwab, Fidelity, and TIAA-CREF to ensure invoices are created, reviewed, and reconciled effectively.

This entry‑level position emphasizes attention to detail and process discipline, with opportunities to participate in centralization projects and platform modernization as HUB

Qualifications

• 0–1 years of experience in billing, accounts receivable, accounting, or a related field preferred.
• Associate's or Bachelor's Degree in Accounting, Finance, or Business Administration preferred; equivalent coursework or work experience considered.
• Exposure to wealth management, RIA, financial services, or third-party administration a plus but not required.

Responsibilities

• Invoice Creation & Distribution: Prepare and distribute advisory fee invoices to wealth management clients on a monthly and quarterly basis.
• Fee Reviews & Contract Compliance: Conduct periodic fee reviews to verify that billed amounts align with executed client contracts and fee schedules.
• Orion Billing Operations: Assist with quarterly and monthly advisory fee billing runs in Orion across wealth management client accounts.
• Reconciliation & Exception Management: Reconcile billed advisory fees against custodian feeds and Orion records; escalate discrepancies as needed.
• Reporting & Month-End Close: Support month-end close activities and generate billing reports and aging summaries.
• Centralization & Platform Projects: Assist with data migration, process documentation, and workflow standardization for billing centralization.

Skills

Microsoft Excel

Attention to detail

Time management

Education

Associate's or Bachelor's Degree in Accounting, Finance, or Business Administration

Tools

Orion

Custodial platforms

Job description

HUB International is seeking a Billing Specialist, Wealth to support accurate advisory fee billing for our wealth management clients. You will work within the Orion platform, coordinating with custodians like Charles Schwab, Fidelity, and TIAA-CREF to ensure invoices are created, reviewed, and reconciled effectively.

This entry‑level position emphasizes attention to detail and process discipline, with opportunities to participate in centralization projects and platform modernization as HUB