Position: Wealth Billing Analyst
Reports to: CFO - Simplicity Securities
Department: Finance
Position Type: In-Office
Classification: Full-Time; Exempt
Available Location(s):
- 475 Springfield Ave, Summit, NJ 07901

Summary
The candidate will be responsible for implementing the monthly account billing and advisor payment processes within a rapidly growing organization. She or he will work in a small team environment and will work directly with our financial advisors to manage and implement their client fee structures. Additionally, the candidate will have the opportunity to work directly with the CFO and the leadership team to continuously improve all billing/payment processes as the company scales.

Essential Job Functions: Critical factors for success will include professionalism, a strong work ethic, effective communication skills, excellence in critical/structured thinking, consistent delivery of high-quality work products in a timely manner, and the ability to thrive in a dynamic and fast-paced environment while maintaining an uncompromising attention to detail. Candidates with experience processing fees for client accounts using Orion or a similar system would be beneficial.

Primary Responsibilities:

• Prepare all monthly client billing and advisor payout schedules and implement payment processes working closely with the Operations and Finance Departments (accounts payable)
• Maintain database of affiliated advisor’s billing schedules
• Collaborate with our Sales team and Advisor Onboarding group to implement fee and billing schedules for new advisors/advisor teams
• Address fee and billing inquiries directly with financial advisors
• Develop ad hoc billing/fee reports to assist leadership in managing revenue streams and business profitability
• Define and execute initiatives in coordination with our IT and Operations teams to improve our account billing and advisor payment processes as we scale our business

Qualifications:

• Bachelor’s degree in finance, accounting, or related field
• 2+ years’ experience in same/similar role(s)
• Strong proficiency in Microsoft Excel and data analysis/querying
• Experience with Orion billing system (or a comparable advisor billing system) preferred

Core Competencies:

• Communication: Clearly and effectively communicating both verbally and in writing.
• Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors.
• Initiative: An entrepreneurial self-starter who operates independently to exceed goals.
• Discretion: Proven ability to handle sensitive and confidential information with professionalism.
• Reliability: Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale.
• Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals.
• Analysis: Leverages analytical skills to identify challenges and generate innovative solutions.
• Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships.
• Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies.
• Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks.

Travel Requirements:

• Minimal to None: Approximately 0%-9% (Office-based with potential for day trips or annual meetings).

Compensation & Benefits:
Compensation (based on experience)

• Annual Base Salary: $75,000 - $90,000
• Annual Performance Bonus Target: 10%

Benefits
Employee Benefits (Medical, Dental, Vision, Life Insurance, other)

• 401k with Employer Match
• Paid Time Off
• Paid Parking, if applicable

*This role is an in-office position