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Bill Pay Specialist

1 month ago

Dallas, Texas, United States Matter Family Office Full time
{"title": "Bill Pay Specialist", "description": "Job Summary

Matter Family Office is seeking a highly skilled Bill Pay Specialist to join our team. As a key member of our financial operations team, you will be responsible for managing the downloading and payment of client invoices, communicating with clients and team members, and maintaining accurate records of client accounts and outstanding balances.

Key Responsibilities
  • Manage the downloading and payment of client invoices
  • Communicate with clients and team members
  • Maintain accurate records of client accounts and outstanding balances
  • Monitor cash balances
  • Securely handle client data and payment information
  • Generate budgeting reports
  • Provide regular, accurate reports of billing data
  • Perform account reconciliations
  • Create custom financial reports
  • Research and resolve discrepancies
  • Assist with various projects and firm-related initiatives
Requirements
  • Exceptional communication and listening skills
  • Ability to think critically and use logic & reasoning skills to analyze alternative solutions and outcomes
  • Excellent attention to detail
  • Ability to work well in a fast-paced, self-directed environment
  • Bachelor's Degree with an emphasis in finance or accounting or at least 5 years of experience as a bookkeeper, Accounts Payable, or similar role
  • Thorough working knowledge and experience with Quicken, Quickbooks, Billpay.com or similar technology required
  • Proficient with Excel
  • Working knowledge of basic accounting principles
  • Familiar with CRM, and data storage/management tools preferred
  • Ability to quickly understand and gain knowledge of new technology tools
  • Understanding the importance of security policies and ability to recognize and proactively report suspicious activity
Benefits
  • Competitive Salary and Annual Performance Based Bonus
  • Medical and Dental Health Plans
  • Supplemented Health Savings Account and Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Employer Supplemented Health Reimbursement Account Plan
  • Short- and Long-term disability coverage paid for by employer
  • Paid Group Life Insurance
  • Flexible 401(k) retirement benefits with employer matching
  • 10 paid holidays per year plus competitive vacation and sick leave
  • Cell phone reimbursement plan
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement
Additional Information

This position could be eligible for part-time; minimum of 30 hours per week. All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.

"}