Connexion Systems & Engineering, a Boston based IT and Engineering Solutions Company immediately seeks individuals with the following skills:
Date Posted: 4/9/2019
Hiring Organization: Connexion Systems & Engineering
Job Title: Bill Pay Specialist
Location: Boston, MA 02108
Employment Type: Full Time, Permanent
Pay Range: 60-75K
Bill Pay Specialist
To provide bookkeeping support to all Wealth Management and Family Office Services clients.
- Receiving and sorting incoming payments with attention to detail.
- Managing the status of recurring payments, account balances and identifying potential shortfalls for our large family office clients.
- Create and maintain individual client payment schedules and reconcile payment process daily.
- Responsible for setup and maintenance of all cash items including: wires, checks and ACH payments.
- Oversee bill payment process including check printing and mailing.
- Frequently meet with family office team to provide updates workflow, outstanding items, potential issues and cash needs.
- Assist with client reporting needs.
- Assist other team members on cash processing items as needed.
- Proven experience as a billing specialist.
- Works proactively with others to support efforts within a department or function of the Firm.
- Maintains current knowledge of trends and developments affecting the area of specialization.
- Uses innovative thinking and exercises sound judgment to achieve results.
- 3-5 years of progressive experience within Trust Operations or family office required.
- Superior knowledge of Trust Operation/family office procedures and the processing of individual account transactions.
- Excellent client interaction skills.
- Must be a team player and be able to consistently meet deadlines.
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ConneXion Systems & Engineering
490 Boston Post Road
Sudbury, MA 01776