Wealth Account Billing Specialist Location: Pittsburgh, PA

We're seeking a highly organized and detail-oriented Wealth Account Billing Specialist to join our team in Pittsburgh, PA . This role supports critical billing and disbursement processes for high-net-worth client accounts, requiring accuracy, strong time management, and excellent reading comprehension. Key Responsibilities: Accurately bill Wealth accounts across multiple regions. Complete timely setup and ongoing maintenance of Wealth accounts. Manage disbursements for co-trustees and referred companies. Generate and track invoices for assigned accounts. Ensure compliance with internal controls and timelines. What You'll Need to Succeed: Strong time management skills to prioritize daily tasks in a fast-paced environment. High level of attention to detail with a focus on accuracy and quality. Solid reading comprehension and ability to interpret financial documentation. Professional communication skills and the ability to work independently and as part of a team. Preferred Qualifications: Previous experience in billing, finance, or trust operations is a plus. Familiarity with wealth management services or financial account systems is helpful, but not required- training will be provided . If you're a self-starter who thrives in a structured environment and takes pride in accurate, efficient work, we encourage you to apply and grow your career in Wealth Operations.

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