Operations & Billing Specialist

Job Description

Salary: $65,000-80,000/annually

Why Choose Us

At rebel Financial, were building something different a firm that runs on purpose, innovation, and shared success.

Were a Certified B Corporation that believes capitalism can be fair, finance can be human, and operational excellence can change lives. Were not chasing short-term profits; were building systems that help clients and employees thrive together.

Our operations team is the engine that makes that mission possible. We design efficient workflows, improve the client experience, and power the technology and processes that keep our advisory firm running at a high level.

We use some of the industrys best tools Advyzon, eMoney, HubSpot, TaxDome, and more and were constantly innovating with AI integrations, automation, and fintech development to make our systems smarter and more scalable.

And were growing fast. As we expand toward a one-third partner-owned, one-third employee-owned, and one-third cooperative model, every team member has a path to contribute, grow, and share in our long-term success.

If youre an analytical, detail-oriented professional who loves improving processes, supporting people, and building sustainable systems in a mission-driven firm youll thrive here.

Position Overview

The Operations Specialist plays a critical role in keeping our firm running smoothly. Youll work closely with advisors, leadership, and team members across departments to ensure our workflows are accurate, compliant, and efficient.

This is a mid-level, high-ownership role ideal for someone with solid experience in financial operations, billing, or back-office administration who wants to step into a more strategic position. Youll help manage complex billing systems, improve data quality, streamline internal processes, and support exceptional client service.

This position also offers a clear path toward senior operations, compliance, or practice management leadership roles as we grow.

What Were Looking For

Education

Bachelors degree required (Business, Finance, or Operations preferred)

Experience

57 years in financial services operations, client service, or a similar role

Strong experience with billing, fee calculations, reconciliations, and workflow management

Familiarity with RIA operations, custodians, or advisory firm systems preferred

Certifications

Industry coursework or licenses a plus (e.g., project management, financial operations, or Series 65)

Skills & Attributes

Excellent organizational and analytical skills

Proactive problem-solver with process-improvement mindset

Strong written and verbal communication

Proficient in Microsoft Office and Google Workspace

Experience with Advyzon, eMoney, or similar portfolio systems preferred

Familiarity with CRMs and workflow tools (HubSpot, TaxDome, etc.)

Ability to balance precision with efficiency

Passionate about supporting a values-driven, purpose-focused company

Key Responsibilities

Own and manage day-to-day operational workflows to support advisors and clients

Maintain clean, accurate client and account data across systems (Advyzon, eMoney, HubSpot, custodial platforms, etc.)

Manage and support the firms billing processes, including:

Setting up and maintaining fee schedules and billing groups in Advyzon

Running billing cycles and reviewing invoices for accuracy

Reconciling billing data with custodial and internal records

Troubleshooting and resolving billing discrepancies or client inquiries

Prepare operational materials and reports for meetings and reviews

Track service tickets, workflow deadlines, and tasks to ensure accountability

Identify and implement process improvements that enhance efficiency and client experience

Collaborate cross-functionally with advisors, investments, and compliance

Assist with internal reporting, reconciliations, and audits

Contribute to a positive, team-oriented culture and uphold best practices across the firm

This role combines precision, systems thinking, and collaboration perfect for someone who takes pride in making complex processes simple and reliable.

Compensation & Benefits

Base Salary: $65,000 $80,000, depending on experience, technical skill, and readiness to own critical workflows.

Team members at the higher end of the range typically have strong RIA operations experience, advanced billing expertise, and proven process-improvement capability.

Additional Compensation:

Company Bonus: $1,000 $15,000+ annually, tied to firm and team performance.

Performance Compensation: $1,000 $10,000+, based on individual contributions, projects, or operational innovations that enhance firm efficiency.

Enhanced Opportunities: Eligible for profit sharing and long-term equity participation as we expand our ownership model.

Benefits Include:

401(k) with company match

Health, dental, and vision insurance

Student loan repayment matching (up to $200/month)

529 savings matching (up to $200/month)

Paid time off and sick leave

Professional development reimbursement for training, certifications, and continuing education

Paid attendance at professional conferences and seminars

Company-branded apparel program

Complimentary financial, estate, and tax-planning services for employees

Access to company Teslas for tenured team members (merit-based rotation)

Collaborative team culture with regular rebel Rousing events and community engagement

Additional compensation growth is available as you progress within the firm and advance into Senior Operations Specialist, Compliance/Operations, or Practice Management roles.

Please check out our benefits on our Careers Site.

Join Our Team!

If youre ready to bring your operations and billing experience to a mission-driven advisory firmand help build scalable systems that support both clients and advisorsthis role is built for you.

Support today, scale tomorrowyour career in financial operations grows here.

Full-time