Senior Reporting & Billing Professional at Avantax Planning Partners

El Segundo, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jul, 26

Salary

34.19

Posted On

08 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Advisory billing, Customer service, Operational support, Asset calculations, Reconciliation, Data analysis, Microsoft Excel, Salesforce, Financial planning, Compliance, Problem resolution, Multi-tasking, Communication skills, Organizational skills, Brokerage operations

Industry

Financial Services

Description

Cetera is currently seeking a Senior Reporting and Billing Professional for our Advisory Billing and Reporting team located in El Segundo, CA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. Core Responsibilities: * Support of Cetera’s Advisory Programs including, Operational support and Customer Service for various departments within the organization as well as advisors across the Cetera Network. * Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance. * Responsible for daily processing of work associated with department to include: * Advisory billing processing * Perform various asset calculations/reconciliation * Perform research as requested on customer accounts * Provide phone support for department * Other duties as assigned * You will partner with your Operations Lead and/or Team Lead to understand all position requirements and ensure key metrics are achieved and within Service Level Agreements. * You will cross train team members with the foundation of the Specialty Operations role. Cross training on billing functions, Envestnet platform and understanding workflows. * You will proactively work to identify and resolve potential problems with respect to operational and/or billing issues. * Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion. * Partner with Internal teams to come to a resolution * Handle complex cases that require detailed research as requested on customer accounts, respond on time. * Become competent in Docupace, NetX360, Adviceworks, mAA, Salesforce and Smartworks * Provide the clients and advisors of our different communities operational support around Financial Planning operations. * Learn about our business and develop expertise in BD operations, processing and service as a steppingstone for acquiring additional responsibilities. * Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve. * Partner with internal partners such as the Program Manager, AdviceWorks team and compliance. * Shared responsibility related to reviewing and completing compliance audit requests. * You will partner with your manager to understand all position requirements and ensure key metrics are achieved. * Process daily work items while meeting process requirements, SLA’s and achieving quality metrics. * You will partner with other team members to ensure advisors experience consistent, high-quality customer service. * Comply with processes and procedures of the team and regulatory requirements. * Perform research as requested on customer accounts * Other duties as assigned Required Knowledge, Skills, and Abilities: * Ability to multi-task * Flexible and adaptable to change * Strong communication and organizational skills * Positive role model to colleagues * Highly responsive to coaching and training * Ability to learn quickly and multi-task effectively in a fast-paced environment * Team player attitude * Energetic and results-oriented * Intermediate experience with Microsoft Excel Desired Knowledge, Skills, and Abilities: * Previous experience in the Finance and/or Financial Services industry * Bachelor’s degree * Series 99, 6, or 7 licensed * Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills * Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments. Minimum Required Education & Experience: * High School Diploma or GED * 1 years’ applicable experience * 1 years of experience with MS Office tools * Licensing (if applicable) Travel Requirements: No Travel Required The base annual salary range for this role is $26.90 $34.19 hourly, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Onsite About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: * Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. * Easy access to mental health benefits to meet our team members and their families where they are. * 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. * 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. * Paid parental leave to support all team members with birth, adoption, and foster. * Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. * Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group [https://cetera.com/]® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "Cetera Financial Group [https://www.cetera.com/about-us]" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC [https://www.ceteraadvisornetworks.com/welcome], Cetera Wealth Services LLC [https://www.ceteraadvisornetworks.com/welcome] (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, [https://www.cetera.com/firms/cetera-financial-institutions] or Cetera Investors [https://www.cetera.com/firms/cetera-financial-specialists]. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy [https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further details on what information we collect and the purposes for collection.

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Responsibilities

The role involves providing operational support and customer service for advisory programs, including billing processing, asset reconciliation, and account research. You will also partner with internal teams to resolve operational issues and ensure compliance with regulatory requirements.