Accounts Payable Associate

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Job Description: The Atlanta office is looking for an Accounts Payable Associate to join our growing family office team which provides daily accounting, financial operations and other family offices services for a diverse group of clients.

As a member of the client service team, the Accounts Payable Associate will be responsible for the accurate processing of annual, quarterly, monthly, semi-monthly, weekly, semi-weekly and/or daily expenses, bills, and invoices for multiple, complex high net worth clients in a secure bill pay software system.  This individual will work to identify and resolve billing related issues and answer payment-related questions.

Key Responsibilities:

• Support the processing of high-volume, multi-client AP pipelines including ACH, domestic/international wires, checks, and online payments.
• Ensure that the clients' bills are paid in an accurate and timely manner.
• Assist with creating and managing recurring payments and maintaining payment calendars.
• Monitor client account balances and help prioritize payments as directed.
• Collaborate with team members and client contacts to resolve billing or payment inquiries in a timely, professional manner.
• Serve as main point of contact for vendor communications.
• Verify and update vendor information and payment instructions accurately and securely to minimize payment errors and rejections.
• Demonstrate strong attention to detail and accuracy across all tasks, contributing to a consistently low payment rejection rate.
• Other family office duties as assigned or needed.

Qualifications:

Required:

• Education - Bachelor's degree in accounting or other related field.
• 4+ years' experience.
• Prior experience in processing detailed accounts payable for multiple clients, preferred.
• Knowledgeable in bill pay software and Office 365 preferable.
• Fundamental knowledge of finance is a plus.
• Professional and discrete; able to handle sensitive information appropriately.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.