Accounting and Billing Operations Associate

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Job description

Job Description Overview The Billing Operations Team oversees and ensures the accurate billing of our clients. Our efforts assist all of the companies we support globally and all of the products we offer. As a Billing Operations Associate you will develop an understanding of our broader Revenue Operations Group and help service a host of internal clients: Client Service, Portfolio Management Group (PMG), Legal and Compliance (LCD), and Audit, to name a few. Our group also works with our domestic and international custodians. In this role, you will develop unique perspective of how Corporate Finance helps service and protect our clients and the Firm. You will report directly to your Team Leader who will aid in your training, development and career progression.The Day-to-Day:Develop your auditing techniques, risk awareness, operational adherence and documentation managementAssist Client Services and provide updates on contracts and billing methodsCoordinate with PMG to ensure accurate processing and recording of management feesNavigate and audit portfolio accounting, CRM and billing software to ensure accuracy and client contractsHelp with technology programs and software updates to help the firm scale for growthStrong performers earn additional opportunities based on performance, attitude, and expertiseYour Qualifications:Bachelor's degree or equivalent combination of education and experienceHave shown proficiency in excel (can maintain complex spreadsheets) (can maintain complex spreadsheets)Demonstrate personal ownership over your career and daily workManage complexity and coordinate across several departments under strict timelinesYou are engaging and can connect with a wide array of audiences by phone and emailAbility to start Early 2022U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER