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Billing Specialist

Topeka, KS
Company: Advisors Excel
Position: Billing Specialist
Department: Accounting
 
Job 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:
  • Maintain billing database.
  • Research and respond to billing inquire.
  • Assist with monthly billing processes and sending client statements.
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 upon your start date.
  • Access to an on-site café, gym and 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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