Billing Associate
- Remote, Latin America
- Compensation: $1,700 - $2,000 USD Monthly
- Full-time contractor; a few hours of daily overlap with U.S. Central Time preferred
At Near, we connect talent in Latin America with remote opportunities at U.S.-based companies.
About the Company
Our client, Allworth Financial, is an independent financial advisory firm specializing in retirement planning, investment advising, and 401(k) management.
About the Role
We’re looking for a Billing Associate to set up and maintain accurate advisory fee billing. You’ll investigate discrepancies, work within established controls, and communicate with advisers and Client Service when requests need clarification. This role suits someone who enjoys detailed, recurring work and solving problems.
You Will
- Set up new accounts for advisory fee billing in Envestnet Tamarac.
- Process fee changes and carve-out requests for assets that should not be billed.
- Review AI-generated audits against signed client agreements; investigate missing documents or mismatched rates, then correct or escalate issues.
- Maintain accurate fee schedules, approvals, and audit trails.
- Clarify incomplete or incorrect requests with advisers and Client Service.
- Contribute to process improvements as opportunities arise.
About You
Your Background
- Around 2–3 years of experience in financial services; advisory billing experience is strongly preferred.
- Strong problem-solving, numerical accuracy, and attention to detail.
- An understanding that advisory fees must be applied in line with client agreements and regulatory requirements. General accounting experience alone is not a substitute for advisory billing familiarity.
- Comfortable using spreadsheets, learning new software, and following detailed processes.
- Able to communicate clearly in English with U.S.-based colleagues. An accent is welcome.
- Comfortable with a few hours of daily Central Time overlap and a Wednesday team meeting at 11 a.m. Central.
Nice to Have
- Experience with Envestnet Tamarac, advanced Excel, Power Query, CRM systems, or AI-assisted tools.
- Experience improving billing or other data-heavy processes.
What's in it for you:
-
Competitive pay in USD
-
US Holidays
-
10 days PTO
-
100% remote work
Schedule: 9am - 6pm CST ideally
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