Beacon Pointe

Scottsdale, Arizona
Posted 4 months ago

Billing Specialist | Scottsdale, AZ / Remote

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Billing Specialist.  Selected candidate will join a highly talented team of professionals, and work across a diverse range of billing and accounting related responsibilities for multiple offices. The position will report directly to the Accounting Manager and collaborate with other department members in support of operations teams in various locations.



  • Compile Billing Data, Client Billing, Apply Cash Receipts, Create Accounting Entries, Billing Reconciliation, and Reporting
  • Follow documented SOPs
  • Collaborate with multiple offices to support the billing process
  • Maintain Billing System integrity and accuracy
  • Adhere to firm policies regarding client confidentiality
  • Partner with internal stakeholders on initiatives designed to streamline policies and procedures



  • Minimum 2 years of billing experience
  • Financial services industry preferred, but not required
  • Proficiency in Microsoft Office ® products. Intermediate MS Excel skills required
  • Experience with QuickBooks accounting software is a plus
  • Proficient written and verbal communication skills
  • Ability to excel in a fast-paced and team-centered environment


Interested Candidates: Please click on the following link to complete a brief assessment that is part of the application process.


About Beacon Pointe Advisors

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit

Job Features

Job CategoryAccounting

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