Wealth Operations Fee Specialist

Advisors Excel, LLC; Topeka (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with match

Generous PTO

On-site cafe

On-site gym

Primary care access

Professional development

Job summary

Advisors Excel, LLC in Topeka, KS is seeking a Wealth Operations Fee Specialist to ensure billing data accuracy and drive process improvements. You will analyze large data sets, reconcile discrepancies, and support billing operations with data-driven insights.

The role collaborates with the Finance team and business partners to maintain timely, accurate billing and support special projects. Onsite work in Topeka, with opportunities to enhance processes and analytics within the wealth operations

Qualifications

• Bachelor's degree in Finance or Accounting or related field.
• Experience with financial services operations or billing processes.
• Strong data analysis and problem-solving abilities.

Responsibilities

• Analyze and reconcile large billing data sets to ensure accuracy.
• Identify and implement process improvements in billing operations.
• Generate and review reports to support billing decisions and audits.
• Provide system support and assist with data-driven inquiries from internal teams.
• Collaborate with advisors and partners to ensure timely, accurate billing.

Skills

Data analysis

Billing knowledge

Process improvement

Cross-functional collaboration

SQL basics

Education

Bachelor's degree in Finance or Accounting

Tools

Orion

Job description

Position:Wealth Operations Fee Specialist

Location: Cobblestone Building

4123 Gage Center Dr. Suite 101

Topeka, KS

Job Id:2769

# of Openings:2

Position: Wealth Operations Fee Specialist

Department: Accounting

Reporting to: Billing Manager

Location: Topeka, KS - Onsite

Overview:

Are you highly data-driven, analytical, and comfortable working with large, complex data sets? Our Wealth Operations Fee Specialist is a crucial member of our Finance team, responsible for ensuring the integrity, accuracy, and efficiency of our billing operations by leveraging data analytics and process oversight. This role is ideal for someone who thrives on problem-solving, technology, and data—not just accounting.

In this role, you’ll handle a variety of billing tasks, research and respond to inquiries, maintain accurate data, and assist with special projects. You’ll also work closely with team members and business partners to ensure accuracy, timeliness, and excellent service.

What you’ll do:

• Analyze and Reconcile Large Data Sets: Review billing and account data for discrepancies, identify trends, and resolve inconsistencies through deep data analysis.
• Process Improvement: Work proactively with the team to streamline, automate, and enhance billing processes.
• Reporting: Generate reports and audit trails to support billing accuracy and business needs; accelerate issues and recommend long-term solutions.
• System Support & Troubleshooting: Support technology tools and assist with business audits.
• Stakeholder Support: Respond to questions from internal teams and advisors, clarifying details and supporting with data-driven insights.
• Special Projects: Participate in or lead projects involving data or process transformation.

Bonus Points:

• 2+ years of financial services operations experience
• Securities Industry Essentials (SIE) exam or willing to obtain within the first 6 months
• Orion, or other portfolio management system experience

What you’ll get:

• Amazing benefits including medical, dental, vision, and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym, and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee-sponsored events…and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.