Billing and Data Analyst (RIA or Wealth Management)

Pure Financial Advisors, LLC • Full-time • San Diego, California, United States • $60k - $65k / year • 4h ago

Pure Financial Advisors, LLC is one of the fastest-growing Registered Investment Advisors (RIAs) in the country. We’re passionate about helping clients achieve financial independence through objective advice and innovative planning. We’re seeking a detail-oriented and motivated individual to join our Billing and Data team as an entry-level Billing and Data Analyst.

This position will support the accurate and timely billing of client accounts and help ensure the integrity of key firm data and will work closely with multiple departments and play a supporting role in integrating data from firms we acquire (e.g., gain exposure to M&A data integration and support).

This is an entry-level position and may be an excellent opportunity for a recent graduate looking to start a career in finance and billing/data operations.

Responsibilities:

Assist with quarterly billing processes across major custodians
Perform reconciliations and help identify and resolve data inconsistencies
Support weekly internal audits to ensure system and data accuracy
Prepare basic reports and assist administrative tasks as needed
Contribute to process improvement initiatives and help streamline data workflows
Support transition efforts associated with M&A data integration

Qualifications:

Bachelor's degree in Accounting, Mathematics, Information Systems, Business, Finance, Economics, or related field (required)
1-3 years of financial services/billing and/or data management is required
Strong attention to detail and commitment to accuracy
Solid understanding of Microsoft Excel (formulas, sorting/filtering, pivot tables preferred)
Ability to learn and utilize data systems such as Salesforce, Tamarac, and Portfolio Center
Excellent organizational and time management skills
Ability to work independently and also collaborate with a team
Strong attention-to-detail
Effective communication skills, both written and verbal
Basic familiarity with coding languages is a plus, but not required

Benefits:

Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.

Schedule:

Hours are 6a-2:30p (PST)
We are looking for someone that can work on-site/in-office; however, this position may be able to move to a hybrid schedule at a future date.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits: