Compound is hiring a
Wealth Management Billing & Payroll Specialist, Remote - United States
![Logo of Compound](https://cdn.jobscollider.com/logo/compound-ee0d.webp)
Summary
The job is for a Billing and Payroll Specialist at Compound Planning, a high growth digital family office. The role involves managing revenue calculations, collections, and payouts, coordinating with the advisory team, processing multiple payrolls, and managing relationships with third-party accounting teams.
Requirements
- Strong organizational and mathematical skills
- Ability to maintain confidentiality regarding financial matters
- Proficiency with Microsoft Excel (Basic formulas, Lookups, Pivot Tables)
- Exceptional attention to detail
- Familiarity with accounting, payroll, and banking software (Rippling/Mercury)
Responsibilities
- Communicate with Advisors and Operations on billing setups
- Execute monthly and quarterly bill runs, ensuring accuracy
- Calculate and process advisor payouts
- Coordinate fee billing reviews with the advisory team
- Prepare and process multiple payrolls and payroll corrections
- Manage the relationship with our third-party accounting team
- Process expense reimbursements for employee expenses
Preferred Qualifications
- Experience with Orion, Schwab, and Fidelity is preferred
- Strong orientation toward following established processes and procedures
Benefits
- Compound's work culture is designed to help you maximize your effectiveness
- You’ll work with exceptional teammates, who want to help you succeed
This job is filled or no longer available