Operations Specialist - Billing
•Today
Hours | Full-time, Part-time |
---|---|
Location | Groveport, Ohio |
About this job
Job Description
Job Description
Salary: $40,000-50,000 salary + $2,000-10,000/Bonus (est. annual)
Ready to become a financial rebel?
rebel Financial is a Fee-Only Investment and Financial Planning Firm where people come first, not profits. We're constantly evolving to serve our diverse clients and stakeholders better, and our Operations team is the engine that makes it all run smoothly. Join us as an Operations Specialist and play a pivotal role in streamlining our processes, tackling complex systems, and ensuring every aspect of our billing works flawlessly. This is an in-person position.
Click here to view video above
Your mission:
- Mastermind our billing: Take ownership of our complex billing systems, identifying and proactively solving challenges, while continually refining them for optimal efficiency and accuracy.
- Be the go-to billing guru: Collaborate closely with our team, advisors, and clients to resolve billing issues with a solutions-oriented mindset.
- Embrace the rebel way: Learn and champion our multi-custodial approach, understand the investment landscape, and keep an eye on industry trends.
You'll thrive if you:
- Love digging into details: Numbers are your friends, and you have a laser focus on accuracy and precision.
- Think like a problem solver: You crack complex systems, troubleshoot, and devise creative solutions with a cool head.
- Embrace continuous learning: Our tech stack evolves constantly, and you're excited to jump into new platforms and processes.
- Collaborate like a pro: You work seamlessly with diverse teams, communicate clearly, and actively listen to understand needs.
- Tech-savvy and curious: Cloud platforms, CRM tools, and RIA billing software are your playground.
Bonus points if you:
- Have experience in financial services, especially with custodians like TD Ameritrade, Schwab, Fidelity, Pershing, etc.
- Speak the language of Salesforce (or similar CRMs).
- Are familiar with RIA billing software like Advyzon, Circle Black, Tamarac, BillFin, Orion, etc.
What's in it for you:
- Growth mindset: Learn and grow in a hands-on, mentor-driven environment.
- Cutting-edge tech: Be at the forefront of financial technology advancements.
- Close-knit team: Work with a diverse, supportive team that shares your values.
- Meaningful impact: Make a real difference in people's financial lives.
Ready to join the financial revolution? Apply now and become a rebel with a cause!
Hiring Timeline
- Applications accepted until 5/10/2024
- Interviews from 5/13/2024 until 5/24/2024
- Hiring decision by 5/24/2024
- Start date 6/10/2024
You might also like
in Groveport, OH
$52.00 - $74.80
WALGREENS • 23h ago
$22
Impact Fulfillment Services • 2d ago
$19
Impact Fulfillment Services • 2d ago
$19
Signcom, Inc. • 4h ago
$22
Innova Solutions • 4h ago
Companies hiring financial advisors
in Groveport, OH
Nearby locations
Explore more financial advisor jobs
in Groveport, OH
Nearby Job Titles
Registered Nurse Jobs Radiologic Technologist Jobs Truck Driver Jobs Radiologist Jobs Critical Care Nurse JobsNearby Locations
Columbus, OH Jobs Pickerington, OH Jobs Hilliard, OH Jobs Grove City, OH Jobs Ohio JobsNearby Companies
OhioHealth Jobs Ohio State University Wexner Medical Center Jobs Uber Jobs quantum-health Jobs Lyft JobsNearby Categories
Full-time Jobs Part-time Jobs Gig Jobs Posting ID: 934364321 Posted: 2024-05-03 Job Title: Operation Specialist Billing