What are the responsibilities and job description for the Billing Associate position at Foundations Investment Advisors LLC?
Elevate Your Career as an RIA Billing Associate
Are you a meticulous financial professional with a passion for precision in billing operations? Do you thrive in dynamic environments where your expertise directly contributes to organizational success? If so, this opportunity is tailored for you.
Your Role :
As an RIA Billing Associate, you will be the cornerstone of our billing operations, ensuring accuracy, compliance, and efficiency. Your responsibilities will include :
- Billing & Invoicing : Accurately calculate and process advisory fees, generate invoices, and handle billing adjustments.
- Reconciliation & Reporting : Maintain precise records, perform reconciliations, and assist in preparing detailed billing reports.
- Issue Resolution & Advisor Support : Investigate and resolve billing discrepancies, and provide clear communication to advisors and clients.
- Process Improvement & Compliance : Identify opportunities for process enhancements and ensure adherence to industry regulations.
What You Bring :
Why This Opportunity?
Join a firm that values your expertise and offers a collaborative environment where your contributions make a significant impact. This is your chance to advance your career in a role that recognizes and rewards your dedication to excellence.
Take the Next Step :
Dont let this opportunity pass you by. Apply now to become an integral part of a team that is shaping the future of financial advisory services.
