Billing Associate - Torrance (Hybrid)
About The Position
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. The Billing Associate provides support to the Billing Manager in the execution of revenue collection activities, including the audit and processing of quarterly and intra-quarter billing. This position requires the ability to manage multiple billing requests while maintaining a high level of accuracy, professionalism, and effective communication. The ideal candidate will have prior experience within the Registered Investment Advisory (RIA) industry and demonstrate strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Requirements
- Bachelor's degree required (preferably Business, Economics, Accounting, Finance or STEM)
- 2+ years of experience in an Operational role required (experience with financial services preferred)
- Accounting and CRM experience- Salesforce a plus
- Demonstrated proficiency using Microsoft Office Applications- Excel required
- Self- starter who can take initiative, with a willingness to learn and take on new tasks
- Attention to detail and the ability to work quickly and efficiently
- Strong interpersonal skills with the ability to work well within a team-based, collaborative environment
Nice To Haves
- Accounting and CRM experience- Salesforce a plus
- 2+ years of experience in an Operational role required (experience with financial services preferred)
Responsibilities
- Work with Billing Manager to collect quarterly and intra-quarter revenue
- Perform quarterly audits to ensure the integrity of our portfolio management system
- Prepare and send invoices, as well as work directly with Advisors to assist with collection of aged receivables
- Collaborate with the billing department to integrate new M&A firms
- Work collaboratively with internal departments to assist with fee reconciliation
- Act as a liaison between Finance and the Operations, Client Relationship, and Portfolio Management teams
- Handle all incoming requests via our Client Relationship Management (CRM) system
- Maintain contacts and working relationships with 3rd party Annuity companies
- Perform additional functions, duties and specific tasks of a similar nature and scope as necessary
Benefits
- 11 Paid Holidays + 2 floating holidays
- 3 Weeks PTO
- Paid Volunteer Time
- Paid Parental Leave
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
