Investment Advisory Billing Specialist
Job in
Buckeye, Maricopa County, Arizona, 85326, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Accounting
Accounting & Finance, Financial Compliance, Financial Analyst, Financial Reporting -
Finance & Banking
Accounting & Finance, Financial Compliance, Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Jobtailor is seeking a detail-oriented billing specialist to support Investment Advisory accounts. You will ensure accurate fee calculations, process reconciliations, and timely SLAs while documenting all steps in our systems.
Collaboration with IA Support, Operations, and Accounting is essential to resolve standard processing issues. The role requires 0–1 year in financial services, strong organizational skills, and basic accounting knowledge.
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