Billing Specialist

Signal Advisors
Detroit, MI
Job Description
Signal Advisors is seeking a Billing Specialist to lead the execution of comprehensive billing cycles for high-net-worth and multi-entity RIA/TAMP portfolios, ensuring absolute accuracy and regulatory compliance. The role requires expertise in Orion Advisor Tech, advanced problem-solving, and strategic communication.

Requirements

  • 5+ Years of Experience in RIA or TAMP billing operations
  • Deep, hands-on experience with Orion Advisor Tech (or similar enterprise platforms)
  • Expert-level proficiency in Excel/Google Sheets (Vlookups, Index/Match, Array Formulas, and Data Visualization)
  • Strong written and verbal communication skills for client and internal interactions
  • Demonstrated ability to prioritize tasks, manage multiple deadlines, and maintain exceptional organization
  • Keen attention to detail and a high level of accountability for financial data accuracy
  • Self-driven and able to stay focused and productive in a remote work environment without constant supervision
  • A strong understanding of SEC billing regulations, including fee-flow transparency and 'Custody' implications

Benefits

  • Medical, vision, and dental coverage
  • FSA or HSA-eligible health plans
  • 3% 401(k) company contribution with no vesting period
  • Parental leave
  • Learning & Development stipend
  • Wellness programs
  • Flexible PTO Policy
  • 10 company-wide holidays
  • $500 for your home office setup
  • Remote friendly company
  • Annual all-company retreat
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