Wealth Management Billing Specialist

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 

• 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

What Success Looks Like 

• 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

Competencies and Skills  

• 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

Working at Compound 

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.