Job Description

About Mercer Advisors: For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating comprehensive wealth management frameworks—encompassing financial planning, investment management, business systems advisory, tax strategy, estate planning, and insurance synchronization under a unified corporate team. Today, we proudly serve over 31,300 families across 90+ cities throughout the United States. Repeatedly ranked the #1 RIA Firm in the nation by Barron’s, Mercer Advisors operates as an independent fiduciary legally and ethically bound to act in our clients’ absolute best interests at all times.

Position Overview

We are seeking a highly detailed, analytical, and process-oriented Billing Specialist to join our core Operations Team under a permanent, full-time remote layout with a strong structural preference for candidates operating within the Mountain or Pacific Time Zones. In this critical revenue assurance and account governance seat, you will be the single accountable owner managing client ledger calculations, portfolio fee assignment audits, and collections reconciliation pipelines. Shifting completely away from routine non-regulated administrative transcription logs, entry-level web content updates, or general customer support helpdesk ticketing, you will run an active high-volume portfolio accounting, direct debit variance, and multi-tenant aged receivables tracking laboratory. Partnering cross-functionally alongside regional wealth advisors, trading desks, and customer success cohorts, you will safeguard the integrity of our billing data strings. This position requires an operational finance professional who handles institutional datasets fluidly natively using Accountant, Bookkeeping, and Spreadsheets (Excel/Google Sheets) primitives, commands complete operational intimacy with specialized RIA billing ecosystems, and manages high-volume transaction timelines with exceptional organizational agility.

Key Responsibilities

• Billing Data Integrity Governance: Perform comprehensive monthly billing audits, fee parameter evaluations, and complex multi-tier account troubleshooting routines natively utilizing Accountant and fiduciary best practices.
• Household Structure Optimization: Continuously review and update client accounts and family household frameworks to ensure accurate, compliant fee schedule assignments matching legal agreements.
• Direct Debit Synchronization Control: Reconcile automated electronic debit results and supervise timely, error-free client fee extraction runs across unified clearing systems.
• Receivables Lifecycle & Exception Triage: Proactively track, isolate, and follow up on failed, outstanding, or rejected fee entries, identifying mechanical root causes and managing resolution paths natively using Bookkeeping methodologies.
• Account Liquidity Optimization: Coordinate next to internal Trading and Client Service cells to verify, predict, and monitor sufficient account liquidity balances prior to execution of fee debits.
• Systems Calibration Operations: Capture, modify, and maintain pristine billing records and customer data profiles natively leveraging integrated financial nodes (with a strong preference for Orion and Salesforce architectures).
• Aged Ledger Diagnostics and Reporting: Maintain detailed records of collection histories and outstanding margins, generating scannable reports regarding aged receivables tracking for operational leadership cells.
• Process Improvement Formulations: Identify operational friction points within recurring billing cycles to design and recommend automated workflow improvements that systematically reduce failed collections.
• Internal Stakeholder Support: Serve as the principal internal subject matter expert, delivering professional, highly clear technical resolutions to billing inquiries generated by wealth advisors.

Required Skills & Qualifications

• Possess a formal Bachelor’s degree from an accredited university in Business Administration, Finance, Accounting, Corporate Operations, or a matching quantitative or analytical discipline (or equivalent verified practical history).
• Demonstrated, successful professional experience operating as a Billing Analyst, Portfolio Accountant, Revenue Operations Specialist, Accounts Receivable Coordinator, or closely matching tech-enabled financial operations capacity within a fast-paced environment.
• Expert Ledger Stack Command: Production-grade operational literacy manipulating complex mathematical formulas, building diagnostic sheets, and parsing financial databases natively leveraging Spreadsheets (Excel/Google Sheets) .
• Grounded functional comprehension of foundational wealth management parameters—specifically encompassing portfolio accounting rules, custodian clearing tracking, and performance reporting concepts.
• Outstanding written, verbal, and textual communication strengths in English, with a documented background collaborating securely across distributed, multi-disciplinary stakeholder groups.
• Operational Timeline Context: Position operates under clear full-time guidelines requiring uncompromised availability Monday through Friday, 8:00 AM to 5:00 PM within the Mountain (MT) or Pacific (PT) Time Zones .
• Location Context: Position operates under remote guidelines open exclusively to qualified financial operations and revenue integrity authorities residing permanently within the United States .

Preferred Strategic Indicators (Nice to Have)

• Prior platform or operations background manipulating database configurations natively inside the Orion Advisor Tech platform or Salesforce CRM environments is highly preferred.
• Direct operational alignment within a prominent Registered Investment Advisor (RIA), asset management marketplace, high-compliance fintech network, or fiduciary advisory firm.
• An adaptable scale-up drive characterized by extreme attention to microscopic details, pristine personal time-management habits, and an analytical, outcome-oriented approach to problem-solving.

What We Offer

• Top-Tier US Wealth Management Operations Remuneration Matrix: A steady, competitive hourly base wage scale of $26.00 — $31.00 USD per hour calibrated precisely to your geographic location and portfolio accounting pedigree, supplemented by eligibility to earn incentive compensation through Mercer’s bonus programs.
• 100% remote workspace infrastructure freedom open to Western US specialists, completely removing daily physical traffic commute overhead.
• Fiduciary Scale Footprint: Elite professional landmarks achieved by single-handedly engineering the transactional assurance layers and revenue processes backing the nation’s leading $70B RIA firm.
• Comprehensive health preservation setups through Cigna networks, including HDHP choices paired with corporate-funded Health Savings Accounts (HSA), or specialized California Kaiser options.
• Access to matching 401(k) traditional and Roth retirement architectures, company-paid Basic Life and Disability insurances, dependent care savings accounts, 8 weeks of paid parental leave, adoption assistance, and personalized financial planning guidance from Mercer Advisor professionals at preferred employee pricing models.
• An exceptional workplace footprint featuring 14 company-paid holidays (including a full week off at Thanksgiving) alongside generous vacation allowances, helping you bring your full and best self to work.

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