Wealth Management Billing Specialist
Compound
Las Vegas, NV
See who Compound has hired for this role
Overview
Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.
The Billing and Payroll Specialist will play a crucial role within the Compound Planning finance team. The ideal candidate has a background in accounting or billing to lead our monthly and quarterly revenue collection. In this position, you will be responsible for managing all aspects of revenue calculations, collections, and payouts. Please note: this is a remote role.
What You’ll Do
Compound's work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize protecting your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.
Compensation Range: $60K - $70K
Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.
The Billing and Payroll Specialist will play a crucial role within the Compound Planning finance team. The ideal candidate has a background in accounting or billing to lead our monthly and quarterly revenue collection. In this position, you will be responsible for managing all aspects of revenue calculations, collections, and payouts. Please note: this is a remote role.
What You’ll Do
- Communicate with Advisors and Operations on billing setups
- Execute monthly and quarterly bill runs, ensuring accuracy
- Calculate and process advisor payouts
- Coordinate fee billing reviews with the advisory team
- Prepare and process multiple payrolls and payroll corrections
- Manage the relationship with our third-party accounting team
- Process expense reimbursements for employee expenses
- Accurate and timely bill runs
- Comprehensive understanding of the billing process
- Become the go-to person for all things relating to revenue collections and payouts
- Full ownership of the billing and payroll functions
- Strong organizational and mathematical skills
- Ability to maintain confidentiality regarding financial matters
- Proficiency with Microsoft Excel (Basic formulas, Lookups, Pivot Tables)
- Exceptional attention to detail
- Familiarity with accounting, payroll, and banking software (Rippling/Mercury)
- Experience with Orion, Schwab, and Fidelity is preferred
- Strong orientation toward following established processes and procedures
Compound's work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize protecting your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.
Compensation Range: $60K - $70K
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Investment Management
Referrals increase your chances of interviewing at Compound by 2x
See who you knowGet notified about new Wealth Manager jobs in Las Vegas, NV.
Sign in to create job alertSimilar jobs
-
Part-Time / Full-Time, Remote, Financial Strategist
Part-Time / Full-Time, Remote, Financial Strategist
Legado Leadership Development
-
Principal Wealth Manager
Principal Wealth Manager
FreelanceRecruiters
-
Private Equity Advisor - Startup Advisor
Private Equity Advisor - Startup Advisor
InvestHub
-
Senior Investment Consultant
Senior Investment Consultant
Scharf Investments, LLC
-
Wealth Advisor, Investments
Wealth Advisor, Investments
Centura Wealth Advisory
-
Associate Wealth Advisor
Associate Wealth Advisor
Earned Wealth
-
Senior Investment Consultant
Senior Investment Consultant
Scharf Investments, LLC
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
Wealth Advisor
Wealth Advisor
Earned Wealth
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
Senior HNW Portfolio Manager North America
Senior HNW Portfolio Manager North America
Capital Markets Advisors LLC
-
Wealth Advisor, Investments
Wealth Advisor, Investments
Centura Wealth Advisory
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
Compound
People also viewed
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
-
SVP / VP Wealth Advisor
SVP / VP Wealth Advisor
-
Senior Wealth Advisor
Senior Wealth Advisor
-
Wealth Management Advisor
Wealth Management Advisor
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub