Job Title : Billing Analyst
Job Description
Overview :
Join the Advisor Relations and Billing Team to ensure all appropriate selling agreements are in place with new and existing financial advisor firms and facilitate payments to these firms and other business partners.
You will primarily support retirement product billing. The Billing team manages all aspects of fee billing, including calculation, validation, debiting / crediting, reconciliation, reporting, maintenance, and payment facilitation.
The team handles 4 quarterly cycles and 12 monthly billing cycles annually.
Responsibilities :
- Focus 70% on Retirement; 30% on normal billing / ad hoc tasks
- Create SOPs for retirement products
- Serve as the go-to person for retirement products
- Prepare spreadsheets with calculations for retirement products
- Manage and coordinate monthly and / or quarterly billing tasks
- Oversee 3rd party / partner payment processes, such as Marketing Support / Premier BD payments
- Prepare daily 3rd party custodian fee account reconciliation
- Perform daily peer review / QC of billing maintenance requests
- Work closely with other teams to deliver complex analysis and reporting requests
- Implement and review negotiated fee agreements
- Provide subject matter expertise to business partners and support the introduction or enhancement of products and services
- Continuously upgrade billing standard operating procedures
- Identify and collaborate with technology partners on system and process improvements
- Prepare monthly team metrics and daily team dashboard
- Generate and deliver invoices and billing statements for AssetMark Retirement Plan
- Monitor the quarterly plan-level revenue collection process for AssetMark Retirement Plans
- Ensure all billing follow-up procedures are completed within established timelines for AssetMark Retirement Plans
- Proactively identify gaps or challenges in processes, follow through on solutions, and engage in implementation from beginning to end
Hard Skills
- Billing
- Excel
- Accounting
- Financial Services
Soft Skills
- Great communication
- Team player attitude
- Process-improvement mindset
Job Type
This is a Contract-to-Hire position with a duration of 6 Month(s).
Work Site
This is a hybrid position requiring 3 days on-site in Concord, California and some days remote.
Work Environment
Hybrid role- M / F work from home, Tues-Thu on-site. Start time : between 7 : 30am-8am. Will be working closely with the Billing department, RM's, and Advisors.
About Aston Carter :
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies.
We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence.
With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.
Diversity, Equity & Inclusion
At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through :
- Hiring diverse talent
- Maintaining an inclusive environment through persistent self-reflection
- Building a culture of care, engagement, and recognition with clear outcomes
- Ensuring growth opportunities for our people
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.
com (%[email protected]) for other accommodation options.
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