IA Processing Specialist

Responsibilities Process billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations Execute tasks accurately and within established service level agreements (SLAs) Review account data to ensure billing accuracy and identify discrepancies Follow defined procedures and workflows to complete routine processing activities Maintain detailed records of completed work within systems and ticketing tools Partner with IA Support, Operations, and Accounting to resolve standard processing issues Escalate complex or non-routine issues to senior team members as needed Communicate professionally with internal stakeholders regarding request status or clarification Prioritize and organize multiple tasks in a high-volume processing environment Support quality control efforts by adhering to policies, procedures, and compliance standards Contribute to process improvement initiatives by identifying inefficiencies or errors Continuously learn systems, products, and processes related to advisory billing Requirements High School Diploma or GED required 0–1 year of experience in financial services, operations, billing, accounting, or a related field; internships or coursework acceptable Strong attention to detail with the ability to perform repetitive, process-driven tasks accurately Basic understanding of accounting or billing concepts preferred Ability to follow documented procedures and work within structured workflows Strong organizational and time management skills Ability to work independently in a production-based environment Effective written and verbal communication skills for internal collaboration Basic proficiency in Microsoft Office (Excel, Word, Outlook) Ability to learn and navigate systems such as Wealth Management Platform (WMP), NetX360, or similar tools Problem-solving mindset with the ability to identify errors and escalating when necessary Applicants must be located at one of the listed hubs and willing to work a minimum of 4 days weekly in the office Bachelor’s degree in business, Finance, or related field is preferred 1+ years of investment advisory support experience preferred Completion of the FINRA SIE exam preferred FINRA Series 7 preferred Experience with Envestnet / Wealth Management Platform preferred Core Competencies Demonstrates strong attention to detail and organizational skills in processing billing-related requests for Investment Advisory accounts. Proficient in following documented procedures and utilizing systems like Wealth Management Platform (WMP) to ensure billing accuracy and compliance. Highest-signal resume keywords Billing Accuracy Attention To Detail Microsoft Office Proficiency Problem-Solving Mindset Investment Advisory Support Experience ATS Optimization Keywords Hard Skills Billing Concepts Accounting Concepts Data Reconciliation Fee Calculations Process Improvement Soft Skills Organizational Skills Time Management Effective Communication Certifications & Qualifications FINRA SIE Exam FINRA Series 7 Industry Keywords Financial Services Operations Investment Advisory Compliance Standards Tools & Technologies Wealth Management Platform (WMP) NetX360 Ticketing Tools #J-18808-Ljbffr Jobtailor