Advisory Billing Specialist

United Planners is currently seeking a qualified professional to join our Advisory Billing Department in Scottsdale Arizona as an Advisory Billing Specialist. This qualified professional will be a critical team member and must be flexible and multi-talented to fulfill a broad range of responsibilities.

This position is primarily designed to focus on the following areas: advisory fee billing of client accounts, data management, operations, new advisor transition and onboarding, new account setup, and quality control review. This position will work with internal and external relationships.

• Process and support monthly and quarterly billing processing and data reconciliation.
• Establish and maintain advisors on the billing database, which includes their billable accounts, fee schedules, reports, client portals and other features.
• Assist advisors with general servicing issues.
• Educate and train advisors, administrative staff, and home office personnel on the billing database.
• Serve as an internal subject matter expert on the billing database and advisory billing solutions.
• Play an integral role in the day-to-day management of the billing database and develop insights and create solutions to support advisors, administrative staff, and home office personnel.
• Capable of multi-tasking daily responsibilities as well as assigned projects.
• Review documents, conduct research and perform special projects as assigned.

• Ability to successfully meet critical deadlines and effective time-management.
• Ability to derive practical solutions to problems with a variety of variables in situations where only limited standardization exists.
• Professional written and oral communications skills.
• Creative and analytical skills.
• Ability to work equally well in a team environment and/or independently.
• Ability to effectively present information to groups of peers, managers, and registered representatives.
• Ability to effectively utilize current Microsoft Office tools including Word, Excel, and PowerPoint.
• Ability to initiate self-development including continued understanding and application of new regulations, policy changes, and if applicable, additional licensing and coursework to adapt to changes in industry and job demands.

• Experience with the Orion Advisor Technology platform strongly preferred.
• Experience with management fee billing of client accounts strongly preferred.
• Bachelor's degree is desired, but not required. A combination of education and experience is helpful.

• Series 7 (preferred, but not required).
• Series 63, 65 or 66 (preferred, but not required).

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