Accounting and Billing Operations Associate
Company: Fisher Investments
Location: Gresham
Posted on: May 12, 2022
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Job Description:
The Billing Operations Team oversees and ensures the accurate
billing of our clients. Our efforts assist all of the companies we
support globally and all of the products we offer. As a Billing
Operations Associate you will develop an understanding of our
broader Revenue Operations Group and help service a host of
internal clients: Client Service, Portfolio Management Group (PMG),
Legal and Compliance (LCD), and Audit, to name a few. Our group
also works with our domestic and international custodians. In this
role, you will develop unique perspective of how Corporate Finance
helps service and protect our clients and the Firm. You will report
directly to your Team Leader who will aid in your training,
development and career progression. The Day-to-Day: Develop your
auditing techniques, risk awareness, operational adherence and
documentation management Assist Client Services and provide updates
on contracts and billing methods Coordinate with PMG to ensure
accurate processing and recording of management fees Navigate and
audit portfolio accounting, CRM and billing software to ensure
accuracy and client contracts Help with technology programs and
software updates to help the firm scale for growth Strong
performers earn additional opportunities based on performance,
attitude, and expertise Your Qualifications: Bachelor's degree or
equivalent combination of education and experience Have shown
proficiency in excel (can maintain complex spreadsheets) (can
maintain complex spreadsheets) Demonstrate personal ownership over
your career and daily work Manage complexity and coordinate across
several departments under strict timelines You are engaging and can
connect with a wide array of audiences by phone and email Why
Fisher Investments: At Fisher Investments, we work for a bigger
purpose: bettering the investment universe. From unmatched service
to unique perspectives on investing, it's the people that make the
Fisher purpose possible. And we invest in them by offering
exceptional benefits like: 100% paid medical, dental and vision
premiums for you and your qualifying dependents A 50% 401(k) match,
up to the IRS maximum 20 days of PTO*, plus 9 paid holidays 8 weeks
paid Primary Caregiver Parental Leave Back-up Child Care Program
available, offering up to 10 days annually A cumulative learning
and development framework customized for every employee An
award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian We take
great pride in our inclusive culture. We value the different
perspectives and unique skills you bring to the team - it makes us
all better. Success at Fisher Investments is motivated by results,
a collaborative mindset and a commitment to accomplishing great
things - so if you are ready to do that, we are ready for you!
Apply today to be a part of a team environment where you make a
difference in the lives of people by bettering the investment
universe. *California employees accrue up to 17 days of PTO and 3
days of sick time per year. FISHER INVESTMENTS IS AN EQUAL
OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Gresham , Accounting and Billing Operations Associate, Accounting, Auditing , Gresham, Oregon
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