Billing & Operations- Wealth management

Job Description

Job Description

JOB DESCRIPTION

Billing / Financial Operations Analyst

Location: Pennington, NJ
Pay Rate: $23.44/hr W2
Duration: 12 Months
Target Start Date: 3 weeks after acceptance
Work Arrangement: Hybrid — minimum 3 days onsite per week
Bank Job Title: Operations Analyst
Potential: Contract-to-Hire

Important Requirements

• Candidate must be able to meet the specific target start date .
• Please include the candidate's current location and relocation/commute intent on the resume.
• If the candidate does not have 18+ months of tenure available at their current/most recent position, please note this on the resume.
• Candidate must not require sponsorship now or in the future .

Job Description

The Institutional and Retirement Billing team manages billing and revenue activities after receiving billing information, fee schedules, and commission payment data. The team reviews and processes billing and payment activities accurately, manages invoice distribution and revenue collection, and supports commission processing to provide reliable financial services to clients and business partners.

Responsibilities

• Perform account onboarding and maintenance, including reviewing required documentation.
• Establish billing setups, maintain fee schedules, and verify billing information before processing.
• Research payment variances, resolve rejects, and correct billing or payment discrepancies.
• Respond to routine client inquiries regarding invoices, payments, receivables, and commission activity.
• Support billing, receivables, revenue, and commission processes through completion and reconciliation.
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts.
• Ensure operational activities are completed accurately and within established service levels.

Required Qualifications

• Minimum 1 year of experience executing operational processes while following established procedures, service levels, and controls.
• Minimum 1 year of experience using multiple systems/applications to complete operational tasks accurately and efficiently.
• Experience reviewing operational transactions, financial activity, or client documentation for accuracy, completeness, and compliance.
• Experience managing high-volume workflows while consistently meeting service-level expectations.
• Strong Microsoft Excel experience, including:
• • VLOOKUP
  • Pivot Tables
  • Data analysis
  • Reconciliation
  • Operational reporting
• Knowledge of general accounting and financial reporting principles .

Desired Qualifications

• Experience with:
• • Billing
  • Accounts receivable
  • Payment processing
  • Revenue collection
  • Finance-related operational activities
• Experience verifying financial, operational, or client data for accuracy and completeness.
• Experience collaborating with cross-functional teams to resolve issues and support business initiatives.
• General knowledge of wealth management, retirement, lending, or investment products .