What are the responsibilities and job description for the HomeBase Bill Pay Specialist position at BE Group?
We are assisting our client, and more specifically, their Private Client Services division, to identify and hire a HomeBase Bill Pay Specialist to join their organization. This is a hybrid position located in CC Philadelphia.
Responsibilities and Duties
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 client’s appropriate account(s)
- Follow each client’s 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 TrustDesk and MS Excel
