Investment Advisory Billing Specialist - Back-Office Finance
Advisor Group
Osaic seeks an Investment Advisory Billing Specialist to process billing for advisory accounts with emphasis on accuracy, timeliness, and adherence to procedures. You will work with the Wealth Management Platform (WMP) and internal teams to post fees, handle ticketed requests, and ensure data integrity. The role targets individuals early in financial services operations, with opportunities to grow in billing, accounting, and investment advisory support, in a hybrid work setting with a hub-based #J-18808-Ljbffr Advisor Group
- ..., private credit, hedge fund, and family office clients. Built from the ground up for accuracy... ..., Acuity gives fund managers a back office they can rely on without building... ...YOU BRING Bachelor's degree in Accounting, Finance, or related field 6+ years of fund accounting...Back officeWork at officeFlexible hours
- ...daily operations. As a Private Equity backed FinTech company, we are looking to... ...since 2016! As an Accounts Receivable Specialist , you are a key facilitator in OTR’s... ...by providing industry leading financing and back-office solutions. Three pillars that are crucial...Back officeFull timeTemporary workCasual workFlexible hours
- ...recent grads (Bachelor’s degree in Finance and Business) Processors will be Process... ...Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor... ...Representative, Customer Service Representative, Back Office Operations #J-18808-Ljbffr DexianBack office
$94.4k - $293.8k
...Investment Banking Consulting Manager Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture Consulting... ...the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations. Synthesize client business and...Back officeWork at officeLocal area$121 per hour
...documentation, secure messaging, assessments, telehealth, and automated billing \n \n Broad Insurance Access: Work with major plans,... ...\n Clinical & Admin Support: Dedicated practice partner and back-office support \n Requirements \n \n \n Fully licensed mental...Back officeBi-weekly payHourly payExtra incomeFull timePart timePrivate practiceRemote workFlexible hours- ...funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial... ...value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that...Back officeInternship
- ...seeking a dependable Biller to join our Business Office team. You will accurately process vehicle deals, billing transactions, and related documentation in a fast... ...environment. This role collaborates with Sales, Finance, and Accounting to ensure accuracy and compliance...Work at office
$121 per hour
...scheduling, documentation, eligibility checks, and automated billing, reducing admin time. Whether you want full-time, part-time,... ...Dedicated Support: Personalized practice partner and administrative back-office assistance. Requirements Licensure: Fully licensed at...Back officeBi-weekly payHourly payExtra incomeFull timePart timePrivate practiceRemote workFlexible hours$121 per hour
...scheduling, documentation, eligibility checks, and automated billing, reducing admin time. Whether you want full-time, part-time,... ...Dedicated Support: Personalized practice partner and administrative back-office assistance. Requirements Licensure: Fully licensed at...Back officeBi-weekly payHourly payExtra incomeFull timePart timePrivate practiceRemote workFlexible hours$48k - $50k
Investment Advisory Billing Specialist Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite... ...Osaic has returned to the office on a hybrid schedule... ...perform transactional and back-office processing tasks using... ...Bachelor’s degree in business, Finance or related field is...Back officeFull timeInternshipWork at office- ..., private credit, hedge fund, and family office clients. Built from the ground up for accuracy... ..., Acuity gives fund managers a back office they can rely on without building... ...BRING — Bachelor's degree in Accounting, Finance, or related field — 3+ years of fund accounting...Back officeWork at officeFlexible hours
- Join Our Team as an Insurance Billing Specialist at Stealth Partner Group, an Amwins Group Company... .... Based in Scottsdale, AZ , this in-office position offers the flexibility to work... ...Education: A Bachelor’s Degree in Accounting, Finance, or a related field is strongly...Work experience placementWork at officeWork from homeFlexible hours2 days per week
- A leading insurance organization is seeking an Insurance Billing Specialist in Scottsdale, AZ. This role involves managing premium files, assisting... ...and ideally possess a Bachelor’s Degree in Accounting or Finance. Strong organizational, teamwork, and communication skills...
$75k - $95k
...AZ | Hybrid (2–3 Days in Office) Healthcare experience... ...turn. Supervise the AP/AR Specialist and ensure timely billing, collections, and payments... ...Bachelor’s in Accounting, Finance, or related field ~ CPA... ...This is more than just a back-office role—this is a chance...Back officeFull timeWork at office- ...Management Account Administrator plays a vital role in supporting investment advisors and clients in delivering high‑quality wealth... ...assigned Education & Experience Bachelor's degree in business, finance, or other related field (preferred) Exceptional reasoning and...Full timeFlexible hours
$22 - $23 per hour
...Position Overview Ledgent Finance & Accounting's client is actively seeking an Accounting Clerk to join their team in the vibrant city... ...7:30 AM to 4:30 PM, Monday through Friday. The role is 100% in-office, located in North Scottsdale. Benefits The role offers...Hourly payFull timeWork at officeLocal areaMonday to Friday- ...principles relating to nursing facility operations, and as may be directed by the Business Office Manager. MUST HAVE: Minimum of 2 years Skilled Nursing Healthcare Billing and Collections experience MUST HAVE: UB-04 Billing, billing and collection of Medicare...Full timeWork at officeShift work
- ...team in a fast-paced environmentPrevious OB/Gyn experience is preferredAbout Desert Sage OB/Gyn:We are a fast paced practice with great staff and great patients. We look forward to meeting a well trained medical assistant with a positive attitude to join our office....Back officeWork at office
- ...of the Client Medical, dental, and vision coverage Paid time off and company holidays Retirement plan options A structured, professional, and team‑oriented work environment Opportunities for growth within accounting, finance, and operations #J-18808-Ljbffr 247HireFull timeContract workTemporary workFor contractors
- ...& reporting, handling accounts payable, billing, accounts receivable, accounting for fixed... ...Technical Proficiency: Expertise with Microsoft Office Products, including Excel and Word, and... .... Previous experience in accounting, finance, or other related fields Language: ~...Full timeWork at officeLocal area
- Overview Laffer Tengler Investments is a growing asset management firm with over $1.5 billion... ..., Business Administration, Economics, Finance, Marketing, or Operations. At least 5... ...working in accounting, finance, operations, back office, or client service, preferably in asset...Back officeWork at officeRelocation
- Job DescriptionJob DescriptionJob SummaryWe are seeking a Medical Assistant / Scribe to join our team. In this role, you will gather and document information about clients for their doctors’ visits. Responsibilities include printing lab reports, completing summaries...Back officeFull timeRelocation package
- General Office Assistant, Code:#131 The position assists and supports... ...clerical tasks, duties and back office activities, both basic... ...as appropriate and requested. Finance Assistance Prepare and produce... ...client credit card activity, billing deficiencies etc. to Controller...Back officeWork at office
$90k - $115k
...Accountant who owns the numbers and the relationship. This isn't a back office bookkeeping role. You'll manage a book of 20 to 25 clients,... ...Requirements ~ Bachelor's degree in Accounting or Finance ~5+ years of progressive general accounting experience (public...Back officeFor contractors- ...funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial... ...value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that...Back officeFull timeTemporary workCasual workFlexible hours
- ...Job Description Job Description Description: The Billing Specialist will review and create the preparation of invoices, ensuring both the... ...TOS money reconciliation will then be given directly to the office manager daily with all cash and checks. When applicable the...Work at officeLocal area
- ...and submission of old data from Charm EHR; and Current status of a Practice Fusion paired with BillrMD program. # Maintaining the billing records and invoicing # Creating reports # Creating invoices # Other duties as needed by the practice \nCompany...Hourly payLocal area2 days per week1 day per week
$22 per hour
...Position Overview Ledgent Finance & Accounting's client is currently seeking a Junior Inventory Accounting Clerk for a temp-to-hire opportunity. The position is located in Scottsdale, AZ (North Scottsdale) and requires the candidate to work onsite. This role is ideal...Hourly payFull timeTemporary workLocal areaMonday to Friday- ...A busy Endocrinology Practice in Scottsdale is currently accepting resumes for full time, back office medical Assistants. New graduates encouraged to apply. Signing bonus paid after 6 weeks of uninterrupted, full-time employment. Retention bonus paid after 90 days of uninterrupted...Back officeFull timeRelocation packageNight shift
$70k - $80k
...Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days... ...Reviews/Acceptance and the review of Brokerage, Advisory and Directly held transactions as presented within the back-office systems; ensuring those transactions are...Back officeFull timeWork at officeHome office
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