Billing & Operations Specialist

Location: Fort Lauderdale, FL
Schedule: Full-time, Onsite
Department: Operations
Employment Type: Direct Hire / Full-time
Classification: Non-Exempt

Position Summary

A growing organization is seeking a Billing & Operations Specialist to join its Operations team in Fort Lauderdale. This position is responsible for the accurate processing, reconciliation, collection, and distribution of fees across client accounts.

The ideal candidate has experience in billing, accounting, financial operations, reconciliation, or a related function, along with strong Excel skills and exceptional attention to detail. Experience in financial services or RIA operations is preferred but not required. This is a deadline-driven role involving recurring monthly and quarterly billing processes and large volumes of financial data.

Key Responsibilities

• Coordinate with third-party vendors and custodians to facilitate accurate processing and collection of monthly and quarterly advisory fees.
• Calculate, review, and maintain client fee schedules, billing data, and representative/advisor payouts.
• Perform billing reconciliations to verify accurate fee collection and identify discrepancies.
• Research and resolve billing discrepancies, account questions, and requests from internal teams and external business partners.
• Process fee reimbursements, adjustments, and other billing corrections while maintaining appropriate documentation.
• Perform quality-control checks to verify data integrity and minimize billing errors.
• Distribute applicable fees and prepare detailed client-level statements and supporting documentation.
• Maintain accurate records of fee calculations, billing changes, adjustments, reconciliations, and procedures.
• Work closely with Operations and other internal teams to improve billing accuracy and efficiency.
• Assist with training and knowledge-sharing related to billing procedures and systems.
• Support additional Operations projects and responsibilities as needed.

Required Qualifications

• 2+ years of experience in billing, accounting, financial operations, reconciliation, or a related field.
• Strong Microsoft Excel skills and experience working with financial data and reconciliations.
• Exceptional attention to detail, numerical accuracy, and problem-solving skills.
• Strong organization and communication skills with the ability to manage recurring deadlines.
• Ability to work effectively across teams and handle confidential financial information.

Preferred Qualifications

• 2+ years of experience in financial services billing or operations.
• Experience with recurring billing processes, fee calculations, invoicing, collections, reconciliations, or payment disbursements.
• Experience working with third-party billing platforms, financial systems, or reconciliation software.
• Familiarity with financial account billing processes and transaction-based workflows.
• Bachelor's degree in Finance, Accounting, Business, or a related field; equivalent professional experience will also be considered.

Work Environment

• Fully onsite position in Fort Lauderdale.
• Extended periods of computer and desk work.
• Routine use of telephone, email, and financial/accounting systems.
• Occasional travel to conferences, events, or other company locations may be required.
• Ability to lift up to 10 pounds when necessary.

Benefits

• Complimentary access to an onsite gym
• Company-provided laptop and technology
• 401(k) with company match
• Free onsite parking
• Paid time off and company holidays
• Dental and vision insurance
• Employer-covered medical benefits and HRA

This is an excellent opportunity for a detail-oriented billing, accounting, or operations professional looking to build a career within a growing organization.