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9807
PERM

Bill Pay Specialist (PERM)

Location: Boston, MA, Massachusetts

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  

Industry: Legal                  

Location: Boston, MA 02108

Employment Type: Full Time, Permanent   

Pay Range: 60-75K

Duration: Permanent

Job#:bh9807

 

Bill Pay Specialist

To provide bookkeeping support to all Wealth Management and Family Office Services clients. 

Responsibilities:

  • 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.

Essential Competencies:

  • 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.

Qualifications:

  • 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.
 

 

When responding to this job posting you MUST include the Job# and Job Title in your subject line.

                 

Contact Info:                                                                                                                                       

 

ConneXion Systems & Engineering

490 Boston Post Road

Sudbury, MA 01776

jobpostings@csetalent.com