Wealth Billing Specialist
World Insurance Associates LLC
full-time
Posted on:
Location Type: Hybrid
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage the wealth billing process in Tamarac from end to end, including new account set up in the system according to specific contract terms.
- Generate, review, process and reconcile monthly and quarterly billings, submit to custodians for processing, and prepare Salesforce imports for processed billings.
- Manage account receivable collections and delinquent accounts.
- Assist with the timely execution and review of month-end billing activities, including, but not limited to account reconciliation, analysis, and reporting.
- Assist with onboarding of new acquisitions into Tamarac and perform shadow billings to compare against legacy billing systems to ensure a smooth transition to our platform.
- Provide timely and positive customer service by phone and e-mail, with advisors or clients regarding payment issues or discrepancies.
- Respond promptly to advisor requests.
- Additional projects and duties as assigned.
Requirements
- A Bachelor’s degree is required.
- Tamarac or Envestnet wealth billing experience is required.
- Must be extraordinarily detailed oriented.
- Must be highly skilled in use of Excel Spreadsheets.
- Must be skilled in use of MS Office and have very good verbal and written skills.
- A minimum of 3-5 years of experience in a similar role is required.
- Experience within the financial services industry is strongly preferred.
- Salesforce experience is strongly preferred.
Benefits
- Bonus program 📊 Resume Score Upload your resume to see if it passes auto-rejection tools used by recruiters Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
wealth billingaccount reconciliationbilling analysiscollections managementExcelSalesforceTamaracshadow billingfinancial reporting
Soft skills
detail orientedcustomer serviceverbal communicationwritten communicationtimelinessproblem-solving
Certifications
Bachelor’s degree