Billing Specialist-Advisory Compensation

Billing Specialist-Advisory Compensation

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Winnipeg, Manitoba

Accounting & Finance

Permanent

25/01/2023

201234

Aplin has partnered up with a highly valued client of ours in Winnipeg to assist them in sourcing top talent for a new position within their highly successful organization.  They is looking to add an Accountant to their team who brings their knowledge and expertise to head up the department as they build and develop a new team within the company.  As the lead Specialist, Advisor Compensation, you will be responsible for building out processes and internal controls around the processing of wealth management fees and Investment Advisor payout. 
 
Responsibilities
  • Designing internal controls and processes around wealth management fee billings.
  • Providing oversight and review of the fee billing process.
  • Becoming the main point of contact regarding any topic surrounding Investment Advisors’ compensation.
  • Establishing themselves as the lead expert with the organization’s billing software.
  • Developing enhanced communications and reporting to Investment Advisors.
  • Calculating and ensuring accuracy of Investment Advisors’ compensation.
  • Providing support and reporting to the Finance group.
  • Hiring, training, and developing staff to become subject matter experts.
  • Performing other duties as assigned.

Qualifications
  • CPA designation is considered an asset.
  • Experience in calculating management fees at IIROC or ICPM firms is considered a key asset.
  • Strong knowledge of internal controls and process documentation.
  • Excellent computer skills, with advanced experience using MS Excel.
  • A demonstrated reliable work ethic, with the ability to manage multiple, competing priorities
  • Strong time management and organizational skills to efficiently manage numerous activities with varying degrees of priority.
  • Excellent analytical and critical thinking skills to simplify complex issues.

Benefits & Perks
  • Excellent compensation package, with bonus and full benefits
  • Be part of a work family that puts the well-being and growth of their employees as the number one priority.
  • Entreprenurial culture where team member support one another and have fun together!!


Aplin, one of Canada’s Best Managed Companies, is an employment agency that finds top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more: www.aplin.com 

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