Job Information
Clifton Larson Allen LLP Billing & Reporting Associate - Wealth Advisory - Madison, WI or Minneapolis, MN in Minneapolis, Minnesota
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Billing & Reporting Associate in the Madison, WI or Minneapolis, MN office. Summary This role supports the billing and reporting operations processes within wealth advisory. They work with others on the Billing and Reporting Team to ensure the accuracy and quality of information in client-facing reports and online client dashboards. Essential Job Functions The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned. Essential Job Functions * Setup of new client accounts in the portfolio accounting system and other ancillary systems, including creation and maintenance of reporting groups * Creation and maintenance of client dashboards * Perform regular data integrity checks within the portfolio accounting system * Production of Quarterly Investment Reports for clients for delivery on the client dashboards * Process off-boarding of former client accounts for reporting purposes * Maintain accuracy of assigned advisors for reporting purposes * May assist in the support of billing processes Requirements Experience * No experience required * 1 year prior portfolio accounting experience is preferred Education * Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Certifications / Licenses * None required Technical Competencies Proficiency with Microsoft Office products required (Word, Excel, Outlook, etc) Portfolio management software experience preferred Organizational Interfaces This role reports to the Director of Operations and collaborates with a variety of teams across Wealth Advisory and CLA, LLC Travel Requirements This position requires <10% travel. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits #LI-MU1 Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities. Click to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click . CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. EOE/AA Employer/Vets/Disability