Billing Specialist

Position:
Billing Specialist
Location:
4123 Gage Center Dr. Suite 101
Topeka, KS
Job Id:
2149
# of Openings:
1
Job Posting Title: AEWM Billing Specialist
Department: Accounting
Reporting to: Billing Team Lead
Location: Topeka, KS
Overview:
We are looking for a detail orientated individual to join our Wealth Management Finance team. As a Billing Specialist you will provide billing support to our clients and internal team members. If working with numbers and data excites you, then this could be the perfect opportunity for you.
What you'll do:

• Research and respond to various inquires for information from internal and external sources
• Maintain Billing data
• Assist with the monthly billing processes
• Answer questions from management, marketers and agents on detail related to billing calculations and commission history
• Assist with sending monthly agent statements
• Enter vendor bills and process payments on a weekly basis
• Duties related to the AEWM Accounting Associate position as needed and assigned
• Other duties and responsibilities as assigned by management

Experience you'll bring:

• 1 to 3 years previous experience in banking/accounting/financial services
• Strong organizational skills: capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
• Detail oriented, motivated, dependable, and quality oriented
• Ability to working independently, but also as a collaborative team member
• Provide support to other team members when needed

Bonus Points:

• Bachelor of Accounting degree strongly desired
• QuickBooks experience

What you'll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site cafe, gym and even an on-site primary care physician
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• After hours employee events... and so much more!

Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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