Position Overview
The Billing Specialist plays a key role in supporting and executing the firm’s billing operations. This position helps ensure the accuracy and integrity of billing data within Orion Advisor Solutions and contributes to the quarterly billing cycle.
This role is open to both entry-level candidates and those with prior experience in billing, accounting, or wealth management. It offers strong exposure to billing operations within a growing RIA and is well-suited for individuals looking to build or expand a foundation in finance and operations.
You’ll work closely with Accounting & Finance, Operations, and Client Services teams to help ensure billing processes run smoothly and continue to scale as the firm grows.
Position Title: Billing Specialist
Department: Accounting & Finance
Location: Remote
Reports to: Controller
FLSA status: Exempt
About Perigon
Perigon Wealth Management is a rapidly growing, fee-only independent RIA managing over $11 billion in client assets. Headquartered in San Francisco, we operate nationally with a strong growth trajectory and continued expansion ahead.
What You’ll Do
Billing Operations
- Support and help execute quarterly billing cycles, including adjustments and true-ups
- Assist with processing advisor and solicitor payments
- Generate and distribute invoices for select clients
- Track receivables and help resolve billing discrepancies
Data & Systems Management
- Maintain accurate billing data within Orion and internal systems
- Assist with reconciling and validating data across platforms
- Record billing adjustments and maintain organized, audit-ready documentation
Cross-Functional Support
- Partner with Advisory and Operations teams to help ensure billing instructions are accurate and up to date
- Support process improvements and ad hoc finance projects
Qualifications
We’re open to candidates who are:
- Recent graduates or early in their careers with strong attention to detail and an interest in finance
- OR professionals with experience in billing, accounting, or wealth management
Core Skills
- Proficiency in Microsoft Excel (e.g., lookups, formulas, data validation)
- Strong organizational and problem-solving skills
- Ability to learn new systems and technologies quickly
- Clear written and verbal communication skills
Nice to Have
- Experience with billing or financial systems (e.g., Orion)
- Exposure to accounting, finance, or RIA environments
What We’re Looking For
- Strong sense of ownership and accountability
- Comfortable working in a fast-paced, evolving environment
- Adaptable and resourceful when processes are still developing
- Collaborative team player with proactive communication skills
- Willingness to contribute additional time during peak periods (e.g., quarterly billing cycles), with support from the team
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer and complies with ADA regulations as applicable.
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