Bill Pay Specialist

Position Summary 

SCS Financial is seeking a detail-oriented and highly professional Bill Pay Specialist to support the complex financial needs of our ultra-high-net-worth clients and their families. This role is responsible for managing bill payments, maintaining vendor relationships, and ensuring timely, accurate execution of financial transactions. The ideal candidate brings a high level of discretion, integrity, and a commitment to delivering exceptional service in a fast-paced, confidential environment.

This role is based in Portsmouth, NH.

Responsibilities:

• Correspondence with clients related to billing and vendor matters.
• Reviewing client invoices and related mail to determine whether invoices should be paid or if they require other action (including any immediate action to avoid late fees or interest charges), resolving billing issues by working with team members and external vendors, use of electronic software to enter bills for client’s electronic payment.
• Maintaining and reconciling multiple accounts for multiple entities in QuickBooks, vendor maintenance, running spending/financial reports for clients and team members as needed.
• Occasionally working with clients or external vendors to set up or close vendor accounts
• Coordinating billing, address changes, establishing auto-payments (where applicable) and tracking changes with vendors to confirm they are processed, and bills are not missed.
• Documenting policies and procedures related to client bill processing and spending reports.
• Identifying options to improve efficiencies and technology.
• Light office support to include answering phones (backup support), scanning, electronic filing, preparing client documents for mailing.

Qualifications:

• College degree preferred with at least 2-5 years prior bookkeeping and customer service experience
• Working knowledge of QuickBooks and proficiency with Microsoft Office products.
• Experience with Salesforce or Hubdoc a plus.
• Ability to prioritize work and manage time effectively, with a high level of accuracy, keen attention to detail and focus on delivering optimal client service.
• Strong organizational and communication skills, both oral and written.
• Ability to spot inefficiencies (internal or external) and work with the team on process improvements.
• Candidates must display professionalism and exercise the utmost discretion.
• Experience working with personal financial planning is a plus, including familiarity with tax, trust, and insurance issues.

The annualized base pay range for this role is expected to be between $41,600-62,400.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. This is a Non-Exempt position.

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.