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Billing Specialist at Mercer Advisors. . Location: Remote, USA. Why Work at Mercer Advisors?. . For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*. . Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.. . Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.. . * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology . here. .. .  . Job Summary:. . As a member of the Operations Team, the Billing Specialist will collaborate with internal departments and external partners to ensure correct and timely billing of Mercer Advisors investment management clients.. . Essential Job Functions for the Billing Specialist will include:. . . Responsible for monthly billing audit including fee billing analysis, troubleshooting client accounts, and adjustment billing. . Review accounts and households to ensure appropriate fee schedules are assigned. . Prepare and review client billing files for accuracy and completeness and submit billing file for processing. . Review direct debit results files to insure timely collections of client fees. . Research and assist in the collection of any uncollected items. . Analyze billing data on a monthly basis and work with Finance & Accounting to insure proper revenue recognition. . Respond to billing inquiries from Client Service teams. . Perform month-end and ad hoc analysis as needed. . Work with trading and client service teams to ensure cash is available for direct debit in investment accounts. . . Required Knowledge, Skills & Abilities: . . . Bachelor’s degree in Finance, Accounting or Business Administration. . Prior billing experience preferred. . Financial services background preferred. . Exceptional problem-solving and sharp analytical skills. . Knowledge of portfolio accounting and client performance reporting. . Strong systems and process orientation as well MS Office experience. . Experience working with integrated financial systems. . Detail-oriented, accurate and possesses good organizational skills; strong communication skills. . Demonstrates good interpersonal skills with the ability to work well across all departments and levels within the organization. . Experience with Salesforce and Envestnet preferred. . . Working Hours:  . Monday through Friday, 8:00 AM to 5:00 PM. . Working Conditions:.   Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. . Benefits:. . Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:. . . Company Paid Basic Life & AD&D Insurance. . Company Paid Short-Term and Long-Term Disability Insurance. . Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance. . Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.. . Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.. . Two comprehensive Dental Plans. . Vision Insurance Plan. . Dependent Care Savings Account for child and dependent care.. . 14 Company Paid Holidays with a full week off at Thanksgiving.. . Generous paid time off program for vacation and sick days. . Employee Assistance Plan. . Family Medical Leave. . Paid Parental Leave (6 weeks). . Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.. . Adoption Assistance Reimbursement Program. . Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.. . 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match. . Pet Insurance. . . We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.. . Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.. . If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy . here. .. .