Wealth Billing Specialist

Summary

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Position Objective

World Investment Advisors, LLC is looking to add a vibrant wealth billing professional to our roster. The candidate should be a self-starting, tech-savvy professional who is comfortable managing wealth billing in Tamarac while also possessing the ability to provide excellent customer service to our management team and advisors. This position is expected to be a hybrid role between our operations and accounting teams, managing the Tamarac wealth billing process from start to finish, including: onboarding new custodians onto the Tamarac platform, setting up billing definitions and groups, running monthly/quarterly billings and submitting to custodians for processing, performing shadow billings for new acquisitions being onboarded, working directly with advisors on billing questions, preparing billing imports for Salesforce, performing reconciliations, and following up on aged receivables.

Excellent time management, critical thinking, multi-tasking, attention to detail, and diligence are required for success. This position works directly with our Senior Accountant and Director of Platform Technology and Strategy and will report to our Senior Accountant.

Typical Duties And Responsibilities

• Manage the wealth billing process in Tamarac from end to end, including new account set up in the system according to specific contract terms.
• Generate, review, process and reconcile monthly and quarterly billings, submit to custodians for processing, and prepare Salesforce imports for processed billings.
• Manage account receivable collections and delinquent accounts.
• Assist with the timely execution and review of month-end billing activities, including, but not limited to account reconciliation, analysis, and reporting.
• Assist with onboarding of new acquisitions into Tamarac and perform shadow billings to compare against legacy billing systems to ensure a smooth transition to our platform.
• Provide timely and positive customer service by phone and e-mail to advisors or clients regarding payment issues or discrepancies.
• Respond promptly to advisor requests.
• Additional projects and duties as assigned.

Position Requirements

• A Bachelor’s degree is required.
• Degree(s) must be from a credible college or university.
• Tamarac or Envestnet wealth billing experience is required.
• Must be extraordinarily detail-oriented.
• Must be highly skilled in use of Excel spreadsheets.
• Must be skilled in use of MS Office and have very good verbal and written skills.
• A minimum of 3‑5 years of experience in a similar role is required.
• Experience with in the financial services industry is strongly preferred.
• Salesforce experience is strongly preferred.

Compensation

The estimated salary for this position is $80,000 but may vary based on candidate qualifications and operational needs. The firm also has a bonus program.

To Executive Search Firms And Staffing Agencies

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

Insurance

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