Bill Pay Specialist

 

Role

SCS Financial seeks a motivated and qualified individual for the position of Bill Pay Specialist. As a Bill Pay Specialist, you will be responsible for bill payment, vendor management and exceptional client service for our ultra-high net worth clients and their families. The ideal candidate brings a high level of professionalism and discretion to this position. 

Responsibilities:

The essential duties of the Bill Pay Specialist include, and are not limited to:

· 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:

· 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 and desire to continue to learn and develop.

· Ability to spot inefficiencies (internal or external) and work with the team on process improvements.

· Candidates must display professionalism and exercise the utmost discretion.

· College degree preferred with at least 2-5 years prior bookkeeping and customer service experience

· Experience working with personal financial planning is a plus, including familiarity with tax, trust, and insurance issues.

This is a Non-Exempt position

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.

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.