• Location: St. Petersburg, Florida
  • Type: Direct Hire
  • Job #3840
  • Salary: $90,000

NextPath Career Partners is currently seeking an Assistant Billing Manager to join our client’s team in St. Petersburg, FL. This is an onsite, direct hire position.

SALARY: $90-$115K +bonus (depending on experience)

REQUIREMENTS:

  • Individuals will have minimum 5-10 years of experience
  • BA/BS required. Finance, Accounting, Business or Computer Science (preferred)
  • Proficient using MS Excel required (Formula Builder, pivot tables, macros, v look ups, etc)
  • Prior experience with Wealth Management Software (Addepar, Black Diamond, Envestnet, Folio, etc.) preferred.
  • Ability to analyze information and make recommendations.
  • Proven communication skills (both oral and written).
  • Prior experience managing people and complex processes
  • Strong attention to detail to ensure quality standards are met without impairing workflow.
  • Must be able to partner, collaborate and lead in a team environment.
  • Strong organizational and time management skills required to prioritize workload, handle multiple tasks, and meet deadlines.
  • Ability to provide a high level of customer service in a calm, courteous and professional manner.
  • General accounting principles as it relates to billing & invoicing as well as basic investment and trading experience is required.
  • Participate in special projects and cross-trains on other departmental functions.
  • Ability to initiate and lead moderate departmental projects.
  • A deep knowledge of concepts and operational practices as part of running a wealth management firm.
  • Ability to diagnose a situation and provide detailed recommendations and resolutions.
  • Intellectual curiosity and critical thinking skills.
  • Must have ability to complete tasks with minimal supervision.
RESPONSIBILITIES
  • Oversees and executes on the required procedures involved in the overall fee billing process, including maintenance of current fee billing rates and agreed upon terms and conditions, reconciliation of fee calculations and published files issued to clients, client interaction related to daily activities as well as facilitate training of new advisors and key office contacts, and employing the fee debiting methods with the Billing Team and Finance department on behalf of registered investment advisors
  • Coordinates with custodians, Resource Partners and our home office departments to support compliance related matters specific to fee billing, respond to due diligence requests as required, and coordinate with Ops Controls and Compliance when risk related requests involving billing are received.
  • Aids in the ongoing set up of fee schedules on the platform for both professionally managed and advisor managed programs. Reviews and periodically tests the accuracy of fee schedules new to the platform or changed per client instructions.
  • Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrences.
  • Helps to identify opportunities for efficiencies in processes and recommends improvements.
  • As supervisor, conducts performance appraisals of billing associates, facilitates new hire training, define and assign roles and responsibilities, and contribute toward annual budget planning process
  • Conduct in person and virtual meetings and training sessions with clients, coworkers, and Resource Partners as an independent presenter or in conjunction with other members of the team.
  • Contribute as a key stakeholder to projects related to the billing department, Operations, or across other departments
  • Ensure clients of the business receive excellent service and that prompt responses are provided to inquiries – problem solves for a variety of complex situations requiring critical thinking.
  • Collects information from multiple parties and provides clear communication back to the client and senior management.
  • Coordinates the collection and reporting of key performance indicators associated with billing processes to be used for firm reporting, resource planning, and trend analysis
  • Lead data-driven initiatives leveraging our dashboards and technology stack in coordination with Operations department head and Reconciliation colleague
  • Other duties as assigned by the head of Operations.

NEXTPATH CAREER PARTNERS:
NextPath is a candidate centric recruiting firm focused on your career goals to help you find your next path! Our team of professional recruiters have over 80 years of combined experience to help you navigate a job change. Our clients span local and national with roles in sales, creative, marketing, and staffing on a direct, contract-to-perm, and contract (project) basis.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer 
View all open jobs: http://www.nextpathcp.com

 
As part of our recruiting process, we may contact you regarding positions we feel are a good fit or engage with you via SMS text message. By clicking to submit your application, NextPath Career Partners has your consent to communicate via SMS text message moving forward.

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