Billing Associate, Advisory Services Group

Req #
Administrative Support
(HTS) Dallas, TX - Renaissance Tower
Company Name

Job Summary

The Advisory Services Group provides platforms and services to registered advisors in PCG, HTIN and correspondent firms who manage private portfolios for both high net worth and institutional clients.

Essential Functions

  • Manage all aspects of the billing process for the Advisory Services Group, including the ongoing verification of billing accuracy, the subsequent approval and activation of all such billings and the reconciliation of amounts billed.
  • Manage fee related activities; charging of fees, and maintenance and investigations in accordance with fee instructions
  • Research and resolve operational problems and/or issues related to Advisory accounts and inquiries
  • Provide ongoing support to all personnel by serving as a contact/resource for investment advisory product/services related inquiries
  • Lead and participate on team projects serving as the expert in billing solutions
  • Provide ongoing managerial reporting detailing billing activity, including actual statistics, activity by product sponsor and revenue.
  • Define, organize, and communicate requirements and functionality of advisory products to internal and external advisors

Job Requirements

  • Possess knowledge of the securities industry, with an emphasis on back-office operations preferred.
  • 5 years’ experience in a broker/dealer or Registered Investment Advisor firm with some practical experience in investment advisory services required.
  • College Degree required preferably Business/Finance related.
  • Series 63 and 7 securities licenses required and obtain Series 65 within 6 months.
  • Intermediate proficiency with MS Office and Excel.
  • Candidate must be highly organized and extremely detail oriented, able to multi-task in a fast-paced environment and work efficiently as part of a team.
  • Ideal candidate should possess strong analytical and process and problem solving skills, and strong written and verbal communication skills. 

About the Company

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, PrimeLending and National Lloyds corporation, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.


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