Job Description

Keel Point, a premier boutique wealth management firm, with multiple locations in the United States, including Washington, DC metropolitan area, is seeking a Family Office Bill Pay Specialist to join our team!

The Family Office Bill Pay Specialist is a key member of the Family Office Team and will meticulously ensure accuracy in all payment processing and record-keeping activities. We are a prestigious family office providing comprehensive financial and administrative services to high-net-worth families. Our team is dedicated to delivering exceptional service and personalized solutions.

S pecific responsibilities include:

· Manage and process bill payments using Bill.com and QuickBooks.

· Ensure timely and accurate payment of invoices and bills.

· Reconcile accounts and maintain accurate financial records.

· Communicate with vendors and service providers to resolve billing issues.

· Assist with financial reporting and analysis as needed.

· Maintain confidentiality and handle sensitive financial information with discretion.

· Support other administrative tasks related to bill pay.

Qualifications:

• Proven experience with Bill.com and QuickBooks.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage time effectively.
• Prior experience in a family office or similar environment is a plus.
• High level of integrity and professionalism.

Working Hours:

• This is a part-time position with flexible hours. The exact schedule will be determined based on the needs of the family office and the candidate's availability.

This is a unique opportunity with a dynamic advisory company. The ideal candidate will possess and reflect Keel Point Core Values. They will have excellent relationship skills and dedication to delivering first rate client service in a timely fashion. The ideal candidate will be highly proficient with Microsoft Excel and QuickBooks. Exhibit effective organizational and communication skills and have an established reputation of execution, attention to detail and excellence. A college degree and/or several years of experience in the bill pay field with client contact would be a plus.

Salary is negotiable based on education and/or experience. 

Job Tags

Similar Jobs