Billing Analyst

Responsibilities

• Carries out the required processes involving the TAMP billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians.
• Directly with Dynasty team members and our clients as a subject matter expert to ensure the delivery of Operational advisory fee billing activity.
• Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows.
• Recommend and implement changes to avoid future occurrences.
• Communicates with custodians, resource partners and Dynasty home office departments to support TAMP functionality and integration between various aspects of the platform.
• Maintains accounts and activities on platform for both professionally managed and advisor managed programs.
• Aids in compiling and analyzing data on a monthly/quarterly basis in accordance with billing and service practices.
• Assists in tasks related to advisor onboarding and internal conversions to the reporting and investments platforms.
• Participates in special projects and cross-trains on other departmental functions.
• Acts as backup to support while team members are away from the office.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Finance, Computer Science, Data Analytics or relevant field.
• 1 – 3 years of experience in financial services or applicable industry.
• Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, and Pershing Wealth Management or Financial Services background helpful but not required.
• Entrepreneurial mindset – Ability to adapt and innovate in a fast-paced environment.
• Client experience – Ability to consult internal and external clients; Strong client-first mentality.
• Culture carrier – Adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency.
• Quantitative and analytical skills – You can detect and translate a story behind numbers and data.
• Versatile communication skills – You can translate and present complicated ideas in a simple, easy to understand yet inspirational/creative style.
• Critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions or opportunities to issues.
• Strong learning orientation and lean into new opportunities and are willing to challenge the status quo.
• Attention to detail to ensure quality standards are met without impairing workflow.
• Organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines.

Benefits

• Health Insurance
• Dental insurance
• Vision insurance
• Retail plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance