Fee Associate

At OneAmerica, we deliver on promises when customers need us most.  We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals.  We keep our promises, so we can help them achieve their goals and realize their definition of financial success.

Job Summary

The Fee Associate works within the Fees & Billing team to ensure that invoices are created, accounting entries are prepared, and advisors are paid in conjunction with departmental guidelines. The role adds value by practicing problem-solving skills and identifying process improvement opportunities in the billing process to deliver on our promises to our clients and advisors. This role has developed basic accounting knowledge and skills through formal training or considerable work experience within the Financial Services industry, routinely performing above outlined production and accuracy targets. The role is entry-level often for those with comparable work experience in Finance and/or Accounting. The role works within established procedures with a moderate degree of supervision.

Job Requirements

• Accurately preparing invoices for multiple divisions
• Completing timely advisor payments
• Creating and understanding the impact of General Ledger accounting entries and providing audit support in a timely manner
• Proactively following-up on outstanding requirements to meet established service-level agreements
• Proactively identifying and completing process improvement initiatives
• Supporting internal stakeholders
• Regularly reviewing existing process documentation and refining or adding as necessary
• Participating in cross-training opportunities

Knowledge, Skills, & Abilities

• General accounting knowledge
• Financial services industry knowledge
• Ability to think strategically
• Adaptability and openness to diverse perspectives
• Attention to detail and organizational skills
• Microsoft Office suite knowledge and works well with data
• Problem-solving and time management skills
• Interpersonal communication skills (written and oral)

Job Requirements

Required Education and/or Certifications

• Associates (see required work experience below)
• Bachelors (see required work experience below)

Recommended Education and/or Certifications

• Fellow, Life Management Institute or equivalent
• Retirement Plan Fundamentals

Required Work Experience

• 5 years’ experience (may be compensated by relevant educational background)
• Or any combination of education and experience which would provide an equivalent background

Salary Band: 02B

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, WI, IN or ME as business needs dictate or for team-building and collaboration.

If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York. 

Disclaimer:  OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.