Bill Pay Specialist
Bill Pay Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Responsibilities and Duties
- Work alongside the wealth management Relationship Manager to transition new clients billing into HomeBase
- Schedule characterize and code client bills into TrustDesk
- Create and store vendor records in TrustDesk
- Schedule each bill for payment from each clients appropriate account(s)
- Follow each clients procedures for authorizing each bill paid
- Scan and digitally store paid invoices in the clients digital file
- Prepare monthly/quarterly bill pay activity reports for accuracy and provide them to the appropriate Relationship Manager
- Ensure client bills are accounted for and paid either electronically or by check
- Work with Relationship Manager(s) to ensure taxes and estimated tax payments are filed
- Monitor client accounts cash balances and initiate transfers to replenish
- Regarding Foundations; process grant requests collect grant letters and grant expenditure agreements and maintain a spreadsheet related to charities
- 2 years of financial services experience
- Trust and fiduciary account experience preferred
- Bachelors in Accounting General Business or other related field preferred
- Experience working with MS Excel
Required Experience:
Unclear Seniority
Employment Type
Full Time
