We are looking to hire a new member to join to the Billing and Data team at Pure Financial Advisors, LLC.
This position’s primary responsibility is to ensure that all existing clients are billed timely and accurately and that supporting data for the firm is accurate. This position will also play a key role in M&A data integration and as we acquire other firms.
The ideal candidate must be able to work well under tight deadlines and within a fast-paced environment and will be able to jump in and add value right away.
Responsibilities:
- Facilitate quarterly billing at all major custodians.
- Reconcile and identify data inconsistencies across multiple data sets to ensure accuracy and completion.
- Internal audits (weekly) of systems to ensure accuracy of the data across the enterprise and custodial partners.
- Prepare and present reports, as requested, as well as other accounting/financial and/or administrative tasks as required by Department Heads and/or Executive management.
- Assist with the enhancement of processes, procedures, and reports and identify methods to streamline processes and enhance efficiencies.
Qualifications:
- Bachelor’s degree in business, finance or similar field
- Minimum of 4 years of financial services experience (RIA experience preferred). 2 years in billing and/or data management required.
- Strong proficiency with Microsoft Excel
- Experience with Tamarac, Portfolio Center, Salesforce
- Salesforce reporting experience
- Attention-to-detail
- Planning, time management and organizational skills
- Effective communication skills, both written and verbal
- Coding experience in VBA, SQL or other languages is preferred
Additional Details:
- Salary Range: $80,000-$120,000 (annualized)
- The ideal candidate can work a hybrid schedule; however, we will consider this for a remote position.
Interested?
Candidates should submit a resume to careers@purefinancial.com.
