Billing & Trading Operations Associate

Greenville, SC | In-office | Full-time or part-time — you choose

$50,000–$70,000 full-time equivalent (prorated for part-time) | Plus benefits

Some people see a spreadsheet and sigh. You see a puzzle worth solving.

You’re the one who reconciles to the penny. You catch the figure that’s off by a rounding error before anyone else notices. You feel a quiet satisfaction when every number ties out and the file is clean. For you, precision isn’t a chore — it’s the point.

Maybe you came up in accounting or bookkeeping. Maybe you’re the person friends and family secretly trust with their numbers. Either way, you’ve got a gift for accuracy and a real fondness for a well-built spreadsheet — and you’d love to put that gift somewhere it genuinely matters.

Here, it matters. We’re a $2 billion regional RIA, and the work you’d do — billing our clients correctly and executing trades cleanly — directly protects their money and their trust in us. Get it right, and nearly 2,000 clients across 25 advisors never have to think about it. That’s the job.

This is a true hybrid role spanning two of the most detail-critical functions in the firm: billing and trading operations. You’d own the calculations, the reconciliations, and the accuracy that both depend on.

• Work within the billing team to keep fee operations accurate and on schedule
• Take ownership of the quarterly billing process — executing fee runs for Fiduciary Alliance with 100% accuracy and on time
• Perform pre- and post-fee summarization and reconciliation
• Conduct fee run audits and prepare clean, audit-ready documentation

• Work within the investment team to support clean, accurate trade execution
• Execute individual and bulk trades, including model trades from the CIO
• Run biweekly program buys to keep client accounts fully invested
• Process trade requests through Salesforce with proper documentation and approvals

• Review, analyze, and resolve custodial alerts related to trading and account activity
• Reconcile across platforms and resolve discrepancies to zero
• Maintain documentation that’s always ready for internal and external review

• Work in Black Diamond, Salesforce, and custodial platforms (Schwab, Fidelity)
• Help build and refine the processes that make this work scalable and repeatable
• Use the technology and AI tools we’ve embraced to work smarter, not just harder

Fiduciary Alliance and Parallel Financial are an independent, fee-only RIA platform built on a simple idea: the client’s best interest comes first, always. We’ve grown to a $2 billion regional firm with the culture and agility of a boutique — and we’ve fully embraced technology to scale without losing the personal touch.

• A genuine love of numbers, spreadsheets, and getting calculations exactly right
• A background in accounting, bookkeeping, finance operations, or similar precision work
• Strong Excel skills and comfort with data
• Sharp attention to detail and a habit of double-checking your own work
• Comfort learning new platforms — RIA experience is a plus, not a requirement. We’ll teach you Black Diamond, Salesforce, and the custodial systems.

If you’ve spent years making numbers behave for someone else, this is a chance to do it somewhere your accuracy is genuinely valued.

• Make Quality Personal — Always ask, "Is this my best work?"
• Be Process Oriented — Build processes, turn them into habits, get consistent results.
• Follow‑Up Everything — Record a follow‑up date for every action and see it through.
• Own Your Actions — When mistakes happen, own them, fix them, grow.
• Keep It Simple — Simple solutions bring clarity.

• $50,000–$70,000 full-time equivalent, depending on experience (prorated for part‑time)
• Flexible full-time or part-time scheduling — tell us what fits your life
• Medical, dental, and vision coverage (full‑time)
• 401(k) with match and profit sharing
• Paid holidays and generous paid time off
• A firm that respects deep, focused, detail-oriented work

Fiduciary Alliance and Parallel Financial are equal opportunity employers. We value diversity and are committed to an inclusive workplace.