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Investment Advisory Billing Supervisor at Research Foundation of The City University of New York - ApplyBlast

Investment Advisory Billing Supervisor

Research Foundation of The City University of New York

5 months ago

St Louis, Missouri, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The role supports financial advisors by managing the quarterly billing cycle, ensuring data integrity, and supervising the Investment Advisory Billing Team. Responsibilities include reviewing billing reports, assisting with account operations, and contributing to software development and compliance monitoring.

Responsibilities

Manage quarterly billing cycle for Schwab Investment Advisory fee collection
Supervise the Investment Advisory Billing Team
Develop and test new software systems supporting fee collection

Skills

Qualifications

Bachelor's degree in Accounting or FinanceMedallion Signature GuaranteeSIESeries 7Series 66

About Research Foundation of The City University of New York

rfcuny.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1963

View Profile

The Research Foundation of The City University of New York (RFCUNY) is a nonprofit organization that supports the research, education, and public service missions of The City University of New York. It provides grant administration, payroll, finance, and operational support for sponsored programs and projects across CUNY's campuses and institutes.