Bill Pay Specialist

Description

PROBLEM SOLVERS WANTED

Our motivated, talented team is the secret to our success. We are committed to fostering a highly collaborative environment with ongoing learning and development opportunities for all employees.

WHO ARE WE

ArchBridge Family Office is a multi-family office and trust company that serves multi-generational families with complex wealth. Our philosophy is straightforward; focus on our clients, put them first and always better our service. We provide holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. We serve a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Each client family is different, and so are we.

ARCHBRIDGE FAMILY OFFICE

is seeking an accounting professional to join our growing client Bill Payment team. This position involves bookkeeping, expense categorization and vendor management work for select clients enrolled in our bill payment service. The role may also include exposure to client cash flow statement preparation which entails heavy excel work. The bill pay specialist role is collaborative and includes regular interaction with client service teams and our Management team. The role can grow over time to include direct client contact responsibilities. This is an on-site position located in our St. Louis, Missouri office.

YOU SHOULD APPLY IF YOU:

Like to keep close track of your own money and balance your accounts Love digging into a complicated spreadsheet Are analytical, persistent and can creatively working through new situations/challenges Enjoy working collaboratively in a team construct to accomplish goals Are fulfilled by hands-on responsibilities and working in an organized fashion

DESIRED QUALIFICATIONS, BACKGROUND AND SKILLS:

Bachelor’s degree required: business/accounting/finance emphasis preferred Experience with accounts payable, financial reporting and/or audits Sharp attention to detail with pride in delivering accurate, timely work Intellectual curiosity with the ability to research and identify solutions Able to multi-task and address competing priorities effectively, including handling interruptions and meeting deadlines Self-motivated with excellent time management and prioritization skills Excellent verbal and written communication skills Advanced Excel abilities and familiarity with Salesforce CRM Experience with QuickBooks, Bill.com, and/or Quicken considered a plus

RESPONSIBILITIES MAY INCLUDE:

Paying bills for designated clients, including obtaining approvals, processing payments and reconciling account statements Investigating/questioning unusual account activity/bills when needed Downloading and categorizing expense transactions for assigned clients Creating, updating and/or reviewing reports for client teams Coordinating with outside vendors, contacts and other advisors on behalf of client teams Preparing client cash flow projections and statements in collaboration with client service team members Coordinating and organizing tax documents and related information

EXCELLENT BENEFITS INCLUDE:

Competitive compensation with bonus potential 401(k) with Company match and profit sharing Comprehensive benefits package including medical, dental, vision and FSA/HSA Generous Paid Time Off (PTO) Support for professional development through training and certifications Cell phone reimbursement Company-paid parking #J-18808-Ljbffr ArchBridge Family Office