ASSOCIATE, BILL PAY

Associate, Bill Pay

Salary Range $75,000.00 - $90,000.00 Salary/year Level Experienced

Description

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimizedintegrated, intentional, and aligned with each client's vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firmone focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work, Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Key Responsibilities

The Associate, Bill Pay is responsible for accurate, timely processing of vendor payments and bill pay operations for ultra-high-net-worth clients. This role requires strong attention to detail, a service-oriented mindset, and comfort managing a high volume of transactions across multiple client entities.

This position will report directly to the Managing Director, Head of Bill Pay.

Key Responsibilities

• Process day-to-day accounts payable for ultra-high-net-worth clients using Bill.com, including invoice intake, coding, approval routing, and payment execution
• Coordinate ACH payments, check disbursements, and wire transfers, ensuring appropriate approvals and supporting documentation are in place
• Classify and record bank account and credit card transactions accurately and in a timely manner
• Coordinate with internal and external advisors to ensure sufficient funds are available to satisfy scheduled and ad-hoc payments
• Set up and maintain vendor records in Bill.com, including banking details and payment terms
• Research and resolve payment discrepancies, vendor inquiries, and duplicate or disputed invoices

Qualifications

Education:

• Associate's or Bachelor's degree in Accounting, Finance, Business, or a related field preferred

Experience:

• 2+ years of experience in accounts payable, bill pay, or bookkeeping activities, with direct experience using Bill.com
• Prior experience managing payments across multiple client entities

Technical Proficiency:

• Solid skills and experience using Microsoft Office products, including and most importantly, Excel
• Direct, hands-on experience with Bill.com preferred

Skills & Attributes

• Excellent organizational and time management skills, including the ability to manage a high volume of invoices and payments across multiple client entities
• High degree of accuracy and attention to detail, with a strong understanding of internal controls around cash disbursements
• Strong written, oral, and interpersonal communication skills
• Discretion and sound judgment when handling sensitive client financial information
• Ability to work independently and collaborate as part of a team

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.