Billing Specialist

HUB International•Austin, TX

13d•$25 - $29•Hybrid

About The Position

HUB is a global insurance and employee benefits broker. HUB Retirement & Private Wealth (RPW) leads communities with integrity, driven to make things better, both now and in the future. They serve, inspire, and thrive while maintaining an entrepreneurial spirit. They innovate, collaborate, and achieve success together, focused on the tomorrows for all. This role is for someone detail-oriented, comfortable with data in Excel, eager to learn billing platforms like Orion, communicates clearly and professionally, is a self-starter, and is excited to contribute to a team in active growth. This is an entry-level role well-suited for a detail-oriented candidate looking to build a career in financial services billing and operations.

Requirements

No prior billing experience required; 0–1 years of experience in billing, accounts receivable, accounting, or a related field preferred.
Associate's or Bachelor's Degree in Accounting, Finance, or Business Administration preferred; equivalent coursework or work experience considered.
Exposure to wealth management, RIA, financial services, or third-party administration a plus but not required.
Clear written and verbal communication skills.
Ability to manage competing priorities and meet deadlines during peak billing periods.
Eagerness to learn in a fast-paced, growing environment.
Microsoft Excel (intermediate: VLOOKUP, XLOOKUP, pivot tables, formulas).
General ledger and accounting systems.
Attention to detail and data accuracy.
Time management and prioritization in a high-volume environment.

Nice To Haves

Orion (or comparable billing/portfolio management platform) — training provided.
Custodial platform familiarity: Charles Schwab, Fidelity, TIAA-CREF (preferred, not required).

Responsibilities

Prepare and distribute advisory fee invoices to wealth management clients on a monthly and quarterly basis.
Calculate fees based on established fee schedules, current AUM data, and contractual billing arrangements.
Ensure invoices are accurate, complete, and issued within billing cycle deadlines.
Maintain organized records of issued invoices and client billing history.
Conduct periodic fee reviews to verify that billed amounts align with executed client contracts and fee schedules.
Identify and flag discrepancies between contracted rates and amounts billed, escalating for resolution as appropriate.
Support the maintenance of fee schedule documentation and ensure records reflect current contractual terms.
Assist in auditing billing configurations in Orion against client agreements on a recurring basis.
Assist with quarterly and monthly advisory fee billing runs in Orion across wealth management client accounts.
Support the maintenance of household structures and billing parameters in Orion in alignment with client agreements.
Coordinate with custodians (Charles Schwab, Fidelity, TIAA-CREF) to obtain accurate asset data and confirm fee collection.
Reconcile billed advisory fees against custodian feeds and Orion records, identifying and escalating discrepancies in a timely manner.
Process fee adjustments, credits, and write-offs in accordance with approval workflows and company policy.
Monitor outstanding receivables and follow up on unpaid or disputed invoices with advisors and custodian contacts.
Document billing exceptions and resolutions for audit trail purposes.
Support month-end close activities related to advisory fee revenue recognition and deferred billing.
Generate and distribute billing reports and aging summaries for management review.
Collaborate with the accounting team to ensure billing activity is accurately reflected in the general ledger.
Assist with ongoing billing centralization initiatives, including data migration, process documentation, and workflow standardization across entities.
Support implementation and testing activities related to new billing platforms and system enhancements.
Participate in process improvement efforts and contribute to building scalable billing operations as the platform grows.