Bill Pay Clerk (Administrative)
JOB SUMMARY
The Bill Pay Clerk plays a crucial role in the efficient management of client bills and payments within the Bill Pay department. This position involves a combination of administrative tasks, client communication, and coordination with internal teams to ensure timely and accurate processing of bill payments. The Bill Pay Clerk will serve as a key point of contact for both clients and vendors, providing exceptional service and support.
JOB DUTIES
Receive and enter all client bills for payment into the system
Serve as a backup for Bill Pay Specialists, providing assistance on an ad-hoc basis
Generate and distribute monthly statements to clients
Provide specialized reporting for high-net-worth clients
Coordinate closely with accounting staff to reconcile payments and ensure accuracy
Act as the main point of contact for all Bill Pay clients, addressing inquiries and resolving issues promptly
Serve as the primary contact for client vendors, managing communication and resolving any billing discrepancies
Monitor and manage the Bill Pay inbox, addressing questions, requests, and inquiries from internal teams, clients, and vendors
Assist in the preparation and distribution of engagement letters for new clients, new companies for existing clients, and annual updates for existing client accounts
REQUIRED EXPERIENCE / QUALIFICATIONS
Proven experience building trust and rapport with High-Net-Worth individuals
Prior experience in an Accounts Payable role, preferably within a Family Office or professional services environment
Strong attention to detail and accuracy in data entry and record-keeping
Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and internal teams
Proficiency in Microsoft Office suite, particularly Excel, Outlook, QuickBooks Online with Salesforce
Ability to prioritize tasks and manage time effectively in a fast-paced environment
Familiarity with Accounts Payable software systems and CRM is a plus
Proficiency in Microsoft Office suite, QuickBooks Online, BILL, and Salesforce
High school diploma or equivalent
