What are the responsibilities and job description for the Billing Operations Specialist position at Carson Group Holdings, LLC?
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The Billing Operations Specialist will focus on all billing functions on a daily, weekly, monthly and quarterly basis. This includes day to day processing of new business, account fee billings, transaction processing, commission processing, and account reconciliations. The Billing Operations Specialist must be able to work well under tight deadlines.
What To Expect
- Perform billing operational processes on a daily basis to help ensure success of billing cycles and payouts related to AUM billing, financial planning, 401k, Pontera, insurance, fee rejections and other fee-related operational processes.
- Ensure accurate and timely processing of billing operational functions
- Research inquiries from internal departments and/or our customers to help resolve billing related items
- Preparation and submittal of billing files on Advisory Fee Accounts at multiple financial custodian firms
- Calculation and verification of Advisory Fees Payments/Production Reports for our customers
- Show a passion for assisting customers and communicating in a professional manner
- Continuous improvement mindset to enhance processes, procedures, and reports to monitor activity, ensure accuracy, streamline processes, enhance efficiencies, and provide peak service to our customers.
- Other duties as assigned
What You Need
- High proficiency in Excel required
- Attention to detail
- Written and verbal communication skills
- Planning, time management and organizational skills
- Salesforce reporting experience is preferred
- Minimum of 1-2 years in a role with accounting, problem solving, or analytical-related experience is preferred
Preferred Education and Experience
- Bachelor’s degree in accounting, finance or similar field of study is preferred
- Minimum of two years in a general office environment
- Experience in the financial industry is preferred
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
