Billing Analyst II

Dynasty Financial Partners, LLC•St. Petersburg, FL

18h•Onsite

About The Position

We are seeking a motivated, self-starting individual to join our firm as an Associate, Billing Analyst. You will actively engage with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and agencies. This role will report directly to Dynasty’s AVP- Assistant Billing Supervisor and is an in-office position in downtown St. Petersburg, Florida. The Dynasty Operations team is responsible for the overall administration of the firm’s turnkey asset management program (TAMP). This role is integral to executing the various duties conducted through the department including client account setup on the Investment Management Account platform, performing tasks as part of the transition operations onboarding process, providing excellent client service related to client accounts, and processing advisor and manager fee billing. This position must work effectively with internal members of the Dynasty team and engage management, independent financial advisors, and technology resource partners.

Requirements

Bachelor’s degree in Finance, Computer Science, Data Analytics or relevant field.
1 – 3 years of experience in financial services or applicable industry.
Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, and Pershing
Entrepreneurial mindset – Ability to adapt and innovate in a fast-paced environment
Client experience – Ability to consult internal and external clients; Strong client-first mentality
Culture carrier – Adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
Strong quantitative and analytical skills – You can detect and translate a story behind numbers and data
Verbal and written communication skills – You can translate and present complicated ideas in a simple, easy to understand yet inspirational/creative style
Critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions or opportunities to issues
Strong learning orientation and lean into new opportunities and are willing to challenge the status quo
Strong attention to detail to ensure quality standards are met without impairing workflow.
Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines.
Act with an entrepreneurial spirit and a willingness to show initiative
Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs
Think proactively to create value and stickiness with clients (both internal and external)
Be comfortable working and thriving in a demanding and fast-paced environment
Be a culture carrier and adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
Show eagerness to learn and grow within the firm

Nice To Haves

Wealth Management or Financial Services background helpful but not required

Responsibilities

Carries out the required processes involving the TAMP billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians.
Work directly with Dynasty team members and our clients as a subject matter expert to ensure the delivery of Operational advisory fee billing activity
Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrences
Communicates with custodians, resource partners and Dynasty home office departments to support TAMP functionality and integration between various aspects of the platform.
Monitors accounts and activities on platform for both professionally managed and advisor managed programs.
Assists in compiling and analyzing data on a monthly/quarterly basis in accordance with billing and service practices.
Supports tasks related to advisor onboarding and internal conversions to the reporting and investments platforms.
Participates in special projects and cross-trains on other departmental functions.
Acts as backup to support while team members are away from the office.
Other duties as assigned.