Billing Associate

7 days ago

Toronto, Canada Raymond James Financial Full time

**Billing Associate**
- 2303818
- At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

**_Billing Associate_**

**How does the role impact the organization?**

Under the direction of and reporting to Senior Manager, Correspondent Services, the Billing Associate will be instrumental in supporting customer billing functions at RJCS. Principal responsibilities will include: bill customers; attend to customer billing and audit requests; onboard new customers to billing platform; collaborate on customer billing enhancements; providing support for cost models and analysis; and provide on-going financial analysis and assistance to RJCS.

**What will your role be responsible for?**
- Compile and deliver monthly and quarterly billing reports to RJCS customers and RJCS management;
- Manage and triage RJCS Billing team inbox;
- Assess and solution billing queries from RJCS customers and RJCS management;
- Create journal entries to support billing functions;
- Monitor customer control accounts;
- Evaluate and prepare customer earnings for RJCS management assessment;
- Validate and implement customer billing infrastructure;
- Evaluate and fulfill customer audit requests;
- Exercise high degree of billing administration protocol compliance;
- Provide guidance and support to RJCS Relationship team for operational mandates tied to billing;
- Create Dataphile queries to support fulfillment of analytics requirements;
- Maintain internal cost models with business unit earnings statements from Finance;
- Assist in data collection for RJCS financial planning, business development and budgeting;
- Monitor and evaluate potential revenue leakage; and
- Participate in creation of billing protocol documentation.

**What can you expect from us?**

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

**What do we expect from you?**

To qualify for this opportunity, you possess:

- Keen interest in analytics coupled with a high degree of attention to detail;
- Excellent critical thinking, analytical and problem-solving skills;
- An undergraduate degree in a relevant field (e.g., Commerce, Finance, Accounting, Science, Engineering etc.);
- Knowledge of MS Suite:

- Advanced Excel skills:

- Functions;
- Pivot tables;
- VBA knowledge (ability to understand/write basic VBA code) or commitment to undertake training;
- Charting;
- Proficiency in Outlook, Word, PowerPoint and Access;
- Demonstrated capabilities to multi-task, work independently under pressure, and prioritize tight competing deadlines, while maintaining a high level of customer service;
- Strong written and verbal communication skills; and
- Financial services and Dataphile experience are assets but not required.

**We encourage our associates at all levels to**:

- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

**Job** Administrative & Support Services

**Primary Location** CA-ON-Toronto-Toronto

**Organization** PCG Admin

**Schedule** Full-time

**Status** Permanent Full-Time

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