Client Billing Specialist
Company: Oxford Financial Group, Ltd.
Location: Carmel
Posted on: May 16, 2022
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Job Description:
Job DescriptionOxford Financial Group, Ltd.™ is the premier
multi-family office in the Midwest and was named the #5 Largest
Multi-Family Office in the World by Caproasia in 2020. Oxford was
named the #1 Registered Investment Advisor (RIA) by Financial
Planning magazine in 2013, 2014, 2015, 2016 and 2017 and the #5 RIA
in 2020 (based upon assets under management).*One of the largest
independent RIA firms in the country with oversight of
approximately $27.96 billion in assets under advisement (which
includes assets under management), Oxford has 21 Managing Directors
in five market offices who serve over 700 family and institutional
clients in 37 states. Oxford is an independent, fee-only firm that
is privately held by its partners and has provided
multi-generational estate planning advice and forward-thinking
investment solutions to families and institutions for more than 40
years. For additional information, call 800.722.2289 or visit
www.ofgltd.com. Position Summary: This position is responsible for
billing invoices, assists Senior Client Billing Specialist and
provides back-up to Senior Billing Operations Specialist.Duties &
Responsibilities: Responsible for billing for Institutional Clients
and terminated investors
Keywords: Oxford Financial Group, Ltd., Carmel , Client Billing Specialist, Accounting, Auditing , Carmel, Indiana
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