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Investment Advisory Billing Specialist

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Osaic
Full Time position
Listed on 2026-08-09
Job specializations:
  • Finance & Banking
  • Accounting
Salary/Wage Range or Industry Benchmark: 53000 - 55000 USD Yearly USD 53000.00 55000.00 YEAR
Job Description & How to Apply Below

Osaic is seeking an Investment Advisory Billing Specialist to process billing for advisory accounts with accuracy and timeliness. You will work within WMP and other internal systems, handling back-office tasks and ticketing workflows while ensuring data integrity.

This role is ideal for individuals early in financial services operations, focused on billing and advisory support. The position requires a high school diploma (bachelor's preferred) and 0-1 year of experience in financial services.

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