Billing Associate - Torrance (Hybrid)
Company: EP Wealth Advisors
Location: Redondo Beach
Posted on: April 1, 2026
|
|
|
Job Description:
Description EP Wealth Advisors (EPWA) is a wealth management
advisory firm with over $42.2 billion as of December 31, 2025,
serving predominately high net worth individuals. EPWA fosters an
inclusive environment that offers opportunities for our associates
to learn, grow and enhance their skills to take on new challenges
to progress in their professional careers. The Billing Associate
provides support to the Billing Manager in the execution of revenue
collection activities, including the audit and processing of
quarterly and intra-quarter billing. This position requires the
ability to manage multiple billing requests while maintaining a
high level of accuracy, professionalism, and effective
communication. The ideal candidate will have prior experience
within the Registered Investment Advisory (RIA) industry and
demonstrate strong proficiency in Microsoft Office Suite (Excel,
Word, PowerPoint, Outlook) Work with Billing Manager to collect
quarterly and intra-quarter revenue Perform quarterly audits to
ensure the integrity of our portfolio management system Prepare and
send invoices, as well as work directly with Advisors to assist
with collection of aged receivables Collaborate with the billing
department to integrate new M&A firms Work collaboratively with
internal departments to assist with fee reconciliation Act as a
liaison between Finance and the Operations, Client Relationship,
and Portfolio Management teams Handle all incoming requests via our
Client Relationship Management (CRM) system Maintain contacts and
working relationships with 3 rd party Annuity companies Perform
additional functions, duties and specific tasks of a similar nature
and scope as necessary Qualifications Bachelor's degree required
(preferably Business, Economics, Accounting, Finance or STEM) 2
years of experience in an Operational role required (experience
with financial services preferred) Accounting and CRM experience-
Salesforce a plus Demonstrated proficiency using Microsoft Office
Applications- Excel required Self- starter who can take initiative,
with a willingness to learn and take on new tasks Attention to
detail and the ability to work quickly and efficiently Strong
interpersonal skills with the ability to work well within a
team-based, collaborative environment What We Offer We offer a
highly competitive suite of holistic benefits designed to help our
team members balance their personal and professional life
commitments. These include options designed to encourage employee's
health, happiness, and financial well-being. 11 Paid Holidays 2
floating holidays 3 Weeks PTO Paid Volunteer Time Paid Parental
Leave Flexible Work Schedule Highly subsidized Health, Dental, and
Vision Plans 401k Retirement Account with company match
contributions Free Mental Health services, Life Insurance, Long &
Short-Term Disability Insurance Flexible Spending Accounts and
Health Savings Accounts Employee Financial Education Employee
Educational Expense Reimbursement Employee Charitable Donations
Employee Referral Incentives Employee Team Building Activities
Employee Assistance Program LI-Hybrid EPWA is an equal opportunity
employer. Prospective employees will receive consideration without
discrimination because of race, creed, color, sex, gender, gender
expression, gender identity, sexual orientation, age, religion,
national origin, ancestry, mental disability, physical disability,
medical condition, genetic information, marital status, military
and veteran status, or any other basis protected by law.
Keywords: EP Wealth Advisors, Cypress , Billing Associate - Torrance (Hybrid), Accounting, Auditing , Redondo Beach, California
