Bill Pay Associate

Bill Pay Associate

Job Description

Location: Hybrid in La Jolla, CA 92037

Job Description – Essential Functions/Core

At Plumb, our Bill Pay (BP) Associates are detail-oriented, proactive, customer-service professionals who thrive on providing accounts payable support to multiple clients. BP Associates are incredible communicators and have an affinity for numbers and deadlines: they make sure the details never fall through the cracks and enjoy interacting with clients, financial advisors, and wealth management teams. Whether on the phone or by email, BP Associates convey information in a way that makes others feel heard and understood, every time. Specific examples of a typical day/week are as follows:

• Client Service: You thrive on taking responsibility for your clients’ bill pay and reporting needs. You enjoy supporting your clients and teammates: no task is too small for you.
• Analyze invoices for accuracy and eligibility for payment.
• Complete credit card reconciliations, bank reconciliations, and assist with 1099 reporting.
• Maintain client confidentiality and keep all client information organized and up to date.
• Strive to go beyond the numbers and provide clarity in context and actionable solutions to client inquiries and concerns.
• Review invoice entry and reconciliation work for accuracy.
• Prioritize timely processing of vendor payment, wire requests, & urgent checks.
• Provide excellent client service through professional written and verbal communication.
• Team Mentality – Embrace a Plumb mindset in completing assigned tasks, understanding the team’s priorities, and contributing to the completion of set goals and deadlines.
• Prioritize workload, keeping utilization metrics consistent with set goals.
• Set SMART goals for individual needs to ensure professional growth and success within our Plumb community. Be proactive and responsive to workload.
• Develop and foster positive, respectful relationships with clients, advisors, and team members. Be consistent and thorough in delivery and task completion.
• Demonstrates a willingness to learn new methods, procedures, and techniques.

Job Description – Future/Bigger Picture

BP Associates are experts at balancing their workload and tight deadlines. BP Associates analyze challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows:

• Self-Driven, Self-Disciplined, and Self-Motivated - Understand how to prioritize your workload, be able and willing to shift gears, find solutions to challenges, and complete all projects and tasks in a timely manner.
• Manage Expectations- Be able to customize the client experience to meet their specific goals and needs. Manage expectations through proactive communication, detailed task management, completion of accounts payable tasks, and problem solving.
• Think Plumb- Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Embrace Plumb Principles and be committed to continuous learning and improvement.

Software Skills

The following software systems are used frequently, and extensive experience is preferred:

• QuickBooks Online (required – minimum 1 year)
• Sage Intacct
• Microsoft Excel

Skillsets and Recommended Requirements

We are looking for a candidate who can handle the task of providing excellent client service while also providing detailed, accurate reports and documents. Here are the primary skillsets and characteristics a successful candidate will possess:

• Minimum 1 year of accounts payable experience or accounting classes preferred.
• Minimum 1 year experience of QuickBooks Online.
• Experience in Sage Intacct a plus, but not required.
• Experience in Bill.com a plus, but not required.
• Minimum of 1 year experience of front facing customer service experience.
• Minimum 6 months experience performing account, bank and credit card reconciliations.
• Experience in brokerage reconciliations a plus, but not required.
• Very good communication skills (written and verbal) and presentation skills.
• For all hybrid applicants, must have at minimum 1 year experience working remotely.
• Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.