Location: Omaha,NE, USA
Day-to-Day:A large wealth management and financial advising company is looking to add a Billing Operations Specialist to their Billing team:Responsibilities will include:Ensure accurate and timely processing of billing operational functions.Research inquiries from internal departments and customers to help resolve billing related items.Preparation and submittal of billing files.Calculation and verification of Advisory Fees Payments/Production reports for customers. * Continuous improvement mindset to ensure accuracy and streamline processes. Soft Skills they are looking for:Need to be a self-starter who is not afraid to take initiativeAdaptable and comfortable with changing and pivoting when neededHave a team player mindset who supports and uplifts their other team members This position can pay 50 - 65k.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ...@insightglobal.com . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: . Required Skills & ExperienceMust-haves:Bachelor's Degree preferably in Accounting, Finance or similar field of study OR equivalent professional experience.Salesforce Reporting experienceHigh Proficiency in Excel Minimum 1-2 years in accounting or analytical-related experience.Minimum 2 years in a general office settingExperience with RIA Billing Nice to Have Skills & ExperiencePlusses:Experience with Orion software Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.