Billing Specialist Job at Axos Clearing LLC
Job Summary and Opportunity:
Requirements:
We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.
Learn more about working here!
A targeted annual base salary of USD $ 40,000/Yr. - USD $ 55,000/Yr., based on the experience, skills, and education/certification required for this position. Eligibility for a discretionary semi-annual incentive compensation plan, based upon performance, payable in cash and/or share grants (RSU’s) that may vest over time. The annual discretionary target bonus percentage is up to 10%.
Axos benefits and perks include:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Come contribute to our dynamic, fast paced, growing and evolving organization, where your success is appreciated and rewarded! Join our accounting team and participate in digitizing and automating Axos Clearing.
Responsibilities:
- Assemble activity reports for firm’s customers for weekly and monthly payments
- Collate data for activity drivers for customers and calculate amounts due to client and due from client
- Update customer invoice according to calculated items and amounts with attention paid to special deals and one-off exception pricing
- Finalize monthly invoice with total due to or from customer
- Initiate payments to customer as required
- Finalize monthly process by providing invoice and supporting detail to customers
- Field questions from customers and follow through with research and resolution
- Maintenance of written procedural documentation for all critical process in areas of responsibility
- Other duties as assigned
- Associate’s degree or equivalent professional experience
- 5+ years' general business
- Strong analytical skills with attention to detail
- Independent decision-making
- Excellent oral and written communication and human relations skills
- Ability to quickly learn department policies and procedures
- Ability to work independently
Preferred:
- Securities industry
Axos Clearing is a leading correspondent clearing firm serving independent broker-dealers in the retail, active-trading, and institutional markets. Axos Clearing also offers flexible custody solutions for Registered Investment Advisers (RIA) and is a
subsidiary of Axos Financial
publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.
Learn more about working here!
A targeted annual base salary of USD $ 40,000/Yr. - USD $ 55,000/Yr., based on the experience, skills, and education/certification required for this position. Eligibility for a discretionary semi-annual incentive compensation plan, based upon performance, payable in cash and/or share grants (RSU’s) that may vest over time. The annual discretionary target bonus percentage is up to 10%.
Axos benefits and perks include:
- 3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
- HSA or FSA account and other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
- Employee Mortgage Loan Program and free access to Self-Directed Trading
Pre-Employment Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
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