AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The company is seeking a Platform Revenue Senior Analyst to oversee and support the comprehensive revenue collection and billing processes across multiple business segments.
Requirements
- Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc
- Document and review processes and recommend improvements to those processes
- Oversee the completion and assignment of CE tasks
- Review and approve the weekly custodial adjustments
- Perform daily QC and audit/review process of billing maintenance requests
- Prepare the 3rd party custodial fee account reconciliation
- Assist Team leaders with the monthly and quarterly billing cycles
- Effectively communicate any challenges or issues in a summarized fashion to the team lead, and have a full understanding of the team function and dynamics
- Serve as the go-to person for the team for questions and support
- Develop strong partnerships with other departments/functions within AssetMark, Inc
- Work closely with the Billing project/program leader to resolve technology challenges and to enhance processes
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement