Investment Advisory Billing Specialist; Entry‑Level
Listed on 2026-10-08
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Osaic is hiring an Investment Advisory Billing Specialist to manage billing for advisory accounts with a focus on accuracy, timeliness, and adherence to procedures. You will work with the Wealth Management Platform (WMP) to calculate, review, and post advisory fees, performing transactional processing in a structured environment and collaborating with IA Support and Operations to resolve routine issues.
This role is ideal for someone beginning a career in financial services operations, with
The Investment Advisory Billing Specialist (Entry‑Level) position in the Finance, Management & Operations field is open for applications.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment Advisory Billing Specialist (Entry‑Level) role in the description above.
We appreciate your interest in this position.
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