Bill Pay Specialist
Bill Pay Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Position Summary
The Cerity Partners Family Office is seeking a client-focused and detail-oriented Bill Pay & Concierge Specialist to join our Bill Pay this role you will manage the end-to-end bill payment process organize ongoing projects and coordinate high-touch concierge requests for UHNW individuals and families. The ideal candidate thrives in a fast-paced environment has exceptional organizational skills and brings a solutions-oriented client-centric mindset to all aspects of their work.
Primary Responsibilities
Bill Pay & Expense Management:
Manage the full lifecycle of bill payments including intake processing approvals and reconciliation
Diligently organize and monitor all open invoices outstanding balances and recurring bills ensuring all obligations and deadlines are met
Client & Concierge Support:
Serve as a primary point of contact for clients vendors and third parties on a wide range of bill pay and administrative matters
Coordinate personal and concierge tasks such as renovation tracking household employee support and ad hoc requests
Provide exceptional client experiences responding promptly and professionally to all client requests with a high level of discretion and care
Process & Technology:
Collaborate with advisors client teams and internal specialists across cross-functional initiatives
Leverage proprietary tools and resources to ensure timely and accurate completion of all deliverables
Support the implementation of new technologies tools and process improvements to enhance team efficiency
Required Qualifications
Skills & Attributes:
Meticulous attention to detail and commitment to accuracy
Client-first mindset with excellent verbal and written communication
Strong organizational and time-management skills
Comfortable handling sensitive information with professionalism and discretion
Proactive resourceful and independently motivated
Technical Proficiency:
Experience with bill payment systems preferred
Strong working knowledge of Microsoft Office particularly Excel
Experience with QuickBooks a plus
Ability to adapt and learn new systems and tools quickly
Experience & Education:
5 years of experience in bill pay accounts payable/receivable banking or related finance role
Experience working directly with clients or vendors in a service-oriented capacity preferred
Bachelors degree or equivalent professional experience
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
