{"id":3849417,"url":"https://alion.io/job/osaic-ia-processing-specialist","title":"IA Processing Specialist","company":{"id":2237959,"name":"Osaic\"","domain":"osaic.com","url":"https://alion.io/company/osaic","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":12,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Atlanta, United States","Scottsdale, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":48000,"max":50000,"currency":"USD","period":"year","gross":null,"usd_annual":50000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-02T00:00:00Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-11-07T04:08:37Z","board_verified":true,"closed_at":null,"days_open":36,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":36},"description":"Current Employees and Contractors Apply Here\nOsaic Careers\nInvestment Advisory Billing Specialist\nLocation(s):\nAtlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339\nLa Vista:12325 Port Grace Blvd, La Vista, NE 68128\nOakdale: 7755 3rd St. N, Oakdale, MN 55128\nScottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255\nSt. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702\nOsaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.\nRole Type: Full-time, Non-Exempt\nSalary: $48,000-$50,000 per year + annual performance-based bonus\nActual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.\nOur competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.\nSummary:\nThe Investment Advisory Billing Specialist i s responsible for processing billing-related activities for advisory accounts with a strong focus on accuracy, timeliness, and adherence to established procedures. This role supports the calculation, review, and posting of advisory fees within platforms such as the Wealth Management Platform (WMP). The specialist will primarily perform transactional and back-office processing tasks using internal systems and workflows while ensuring data integrity. You will work within a structured environment, handling requests submitted through a ticketing system and collaborating with internal teams to resolve routine issues. This role is ideal for individuals beginning a career in financial services operations, with an interest in billing, accounting, and investment advisory support.\nKeys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations\nResponsibilities:\nProcess billing-related requests for Investment Advisory accounts, including fee calculations, adjustments, and reconciliations.\nExecute tasks accurately and within established service level agreements (SLAs).\nReview account data to ensure billing accuracy and identify discrepancies.\nFollow defined procedures and workflows to complete routine processing activities.\nMaintain detailed records of completed work within systems and ticketing tools.\nPartner with internal teams (e.g., IA Support, Operations, Accounting) to resolve standard processing issues.\nEscalate complex or non-routine issues to senior team members as needed.\nCommunicate professionally with internal stakeholders regarding request status or clarification.\nPrioritize and organize multiple tasks in a high-volume processing environment.\nSupport quality control efforts by adhering to policies, procedures, and compliance standards.\nContribute to process improvement initiatives by identifying inefficiencies or errors.\nContinuously learn systems, products, and processes related to advisory billing.\nEducation Requirements:\nHigh School Diploma or GED required\nBachelor’s degree in business, Finance or related field is preferred\nBasic Requirements:\n0-1 year of experience in financial services, operations, billing, accounting, or a related field (internships or coursework acceptable)\nStrong attention to detail with the ability to perform repetitive, process-driven tasks accurately\nBasic understanding of accounting or billing concepts preferred\nAbility to follow documented procedures and work within structured workflows\nStrong organizational and time management skills\nAbility to work independently in a production-based environment\nEffective written and verbal communication skills for internal collaboration\nBasic proficiency in Microsoft Office (Excel, Word, Outlook)\nAbility to learn and navigate systems such as Wealth Management Platform (WMP), NetX360, or similar tools\nProblem-solving mindset with the ability to identify errors and escalate when necessary\n\nPreferred Requirements:\n1+ years of investment advisory support experience\nCompletion of the FINRA SIE exam\nFINRA Series 7\nExperience with Envestnet / Wealth Management Platform\nCurrent Employees and Contractors Apply 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