Investment Advisory Billing Specialist

About the role

Osaic is hiring a full-time, non-exempt Investment Advisory Billing Specialist in Atlanta, Georgia. The role handles billing-related activities for advisory accounts, with a focus on accuracy, timeliness and adherence to procedures. It supports the calculation, review and posting of advisory fees within platforms such as the Wealth Management Platform (WMP). The position suits people starting a career in financial services operations who enjoy billing, accounting and client support.

The office is open on a hybrid schedule with a minimum of 4 days per week in the office, so applicants must live near one of the listed hubs and be able to work this schedule.

Key responsibilities

• Process billing requests for investment advisory accounts, including fee calculations, adjustments and reconciliations
• Complete tasks accurately and within service level agreements (SLAs)
• Review account data to check billing accuracy and spot discrepancies
• Follow defined procedures and workflows for routine processing
• Maintain detailed records of completed work in systems and ticketing tools
• Partner with internal teams such as IA Support, Operations and Accounting to resolve routine issues, and escalate complex ones to senior team members
• Prioritize multiple tasks in a high-volume environment and support quality control and compliance
• Contribute to process improvement and keep learning the billing systems and products

Required profile

• High school diploma or GED; bachelor's degree in business, finance or a related field preferred
• 0-1 year of experience in financial services, operations, billing, accounting or a related field (internships or coursework acceptable)
• Preferred: 1+ years of investment advisory support experience and completion of the FINRA SIE exam
• Preferred: FINRA Series 7 and experience with Envestnet / Wealth Management Platform

Required skills

• Basic understanding of accounting or billing concepts
• Ability to follow documented procedures and work in structured workflows
• Basic proficiency in Microsoft Office (Excel, Word, Outlook)
• Ability to learn and use systems such as WMP, NetX360 or similar

What we offer

• Salary of $48,000-$50,000 per year plus an annual performance-based bonus
• Health, vision and dental insurance, 401k, paid time away and volunteer days