Billing Associate

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $31 billion in AUM as of December 31st, 2024, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Our HQ office in Torrance is hiring for a Billing Associate. The Billing Associate will be responsible for assisting the Billing Manager with multiple avenues of revenue collection and auditing and processing billing on a quarterly and intra-quarter basis. Our ideal candidate will be an effective communicator and able to process multiple billing requests whilst maintaining accuracy and professionalism. The ideal candidate will also have experience working within the Registered Investment Advisory (RIA) industry and will be well versed with Microsoft Office Suites. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Salary Range: $28.84hr – $31.25hr plus annual bonus

Duties and Responsibilities
• Work with Billing Manager to collect quarterly and intra-quarter revenue
• Perform quarterly audits to ensure the integrity of our portfolio management system
• Prepare and send invoices, as well as work directly with Advisors to assist with collection of aged receivables
• Work collaboratively with internal departments to assist with fee reconciliation
• Act as a liaison between Finance and the Operations, Client Relationship, and Portfolio Management teams
• Handle all incoming requests via our Client Relationship Management (CRM) system
• Maintain contacts and working relationships with 3rd party Annuity companies
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary

Qualifications
• Bachelor’s degree required (preferably Business, Economics, Accounting, Finance or STEM)
• 1-3+ years of experience in an Operational role required (experience with financial services firm preferred)
• Accounting and CRM experience- Salesforce a plus
• Demonstrated proficiency using Microsoft Office Applications- Excel required
• Self- starter who can take initiative, with a willingness to learn and take on new tasks
• Attention to detail and the ability to work quickly and efficiently
• Strong interpersonal skills with the ability to work well within a team-based, collaborative environment

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee’s health, happiness, and financial well-being.
• 11 Paid Holidays
• 3 Weeks (PTO)
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program
• Complimentary Food and Snacks

#LI-Hybrid

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.