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.

Primary 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.

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

The annualized pay range for this role is expected to be between $25-30/hr.  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. 

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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.

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.