Wealth Management Billing & Payroll Specialist
Compound Detroit, MI
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Compound Detroit, MI
Compound Detroit, MI
3 months ago 65 applicants
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Compound provided pay range
This range is provided by Compound. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$60,000.00/yr - $70,000.00/yr
OverviewCompound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.
The Billing and Payroll Specialist will play a crucial role within the Compound Planning finance team. The ideal candidate has a background in accounting or billing to lead our monthly and quarterly revenue collection. In this position, you will be responsible for managing all aspects of revenue calculations, collections, and payouts. Please note: this is a remote role.
What You’ll Do
- 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 reimbursem*nts for employee expenses
What Success Looks Like
- Accurate and timely bill runs
- Comprehensive understanding of the billing process
- Become the go-to person for all things relating to revenue collections and payouts
- Full ownership of the billing and payroll functions
Competencies And Skills
- 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)
- Experience with Orion, Schwab, and Fidelity is preferred
- Strong orientation toward following established processes and procedures
Working at Compound Compound's work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize protecting your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.
Compensation Range: $60K - $70K
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Investment Management
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