Job Description

The Family Office Management (FOM) Bill Pay Group is seeking a motivated and knowledgeable Bill Pay Analyst to join its team. The ideal candidate will focus on processing or approving client bill payments while ensuring accuracy and adherence to policies and procedures.

Primary Responsibilities:

• Process and approve a high volume of client bills and expenses in accordance with firm policies.
• Provide superior client service, resolving inquiries and discrepancies proactively.
• Administer the client enrollment process, including documentation and form processing.
• Identify and mitigate client issues with a proactive and solutions-oriented approach.
• Support internal colleagues in the administration of the bill payment service.
• Build strong partnerships with Client Advisors and business partners.
• Generate vendor payment reports and other client reports as needed.
• Assist with special projects as assigned.

Qualifications:

• Bachelor’s degree required.
• 3-5 years of experience in accounts payable, accounts receivable or related field.
• Exceptional attention to detail with a sense of urgency and follow-through.
• Ability to handle confidential information with tact and discretion.
• Experience working in a collaborative, team-oriented environment.
• Proficiency in Microsoft Word and Excel.
• Strong data entry skills with an ability to manage multiple tasks in a fast-paced environment.
• Willingness to work overtime as needed.

The base salary range for this position is $60,000.00 - $80,000.00. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range. In addition, this position may be eligible for a discretionary incentive based on individual and company performance.