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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong attention to detail and organizational skills in processing billing-related requests for Investment Advisory accounts. Proficient in following documented procedures and utilizing systems like Wealth Management Platform (WMP) to ensure billing accuracy and compliance.
Highest-signal resume keywords
Billing AccuracyAttention To DetailOrganizational SkillsMicrosoft Office ProficiencyProblem-Solving Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Billing ConceptsAccounting PrinciplesData ReconciliationFee CalculationsProcess Improvement
Soft Skills
Effective CommunicationTime ManagementIndependent Work
Tools & Technologies
Wealth Management Platform (WMP)NetX360Ticketing Tools
Certifications & Qualifications
FINRA SIE ExamFINRA Series 7
Industry Keywords
Investment AdvisoryFinancial ServicesOperationsBillingAccounting
About the role
Key responsibilities & impact- Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations
- Execute tasks accurately and within established service level agreements (SLAs)
- Review account data to ensure billing accuracy and identify discrepancies
- Follow defined procedures and workflows to complete routine processing activities
- Maintain detailed records of completed work within systems and ticketing tools
- Partner with IA Support, Operations, and Accounting teams to resolve standard processing issues
- Escalate complex or non-routine issues to senior team members as needed
- Communicate with internal stakeholders regarding request status or clarification
- Prioritize and organize multiple tasks in a high-volume processing environment
- Support quality control efforts by adhering to policies, procedures, and compliance standards
- Contribute to process improvement initiatives by identifying inefficiencies or errors
- Continuously learn systems, products, and processes related to advisory billing
Requirements
What you’ll need- High School Diploma or GED required
- 0–1 year of experience in financial services, operations, billing, accounting, or a related field; internships or coursework acceptable
- Strong attention to detail with the ability to perform repetitive, process-driven tasks accurately
- Basic understanding of accounting or billing concepts preferred
- Ability to follow documented procedures and work within structured workflows
- Strong organizational and time management skills
- Ability to work independently in a production-based environment
- Effective written and verbal communication skills for internal collaboration
- Basic proficiency in Microsoft Office (Excel, Word, Outlook)
- Ability to learn and navigate systems such as Wealth Management Platform (WMP), NetX360, or similar tools
- Problem-solving mindset with the ability to identify errors and escalate when necessary
- Preferred: 1+ years of investment advisory support experience
- Preferred: Completion of the FINRA SIE exam
- Preferred: FINRA Series 7
- Preferred: Experience with Envestnet / Wealth Management Platform
Benefits
Comp & perks- Annual performance-based bonus
- Health insurance
- Vision insurance
- Dental insurance
- 401k
- Paid time away
- Volunteer days