Bill Pay Specialist

MAI Wealth Management, Inc.; Los Angeles (CA); On-site; USD 50,000 - 62,000; Full time

Benefits offered by this job

Discretionary Bonus

Medical, Dental & Vision Insurance

401(k)

Health Savings Account

Paid Maternity & Parental Leave

Tuition Reimbursement

Job summary

MAI Wealth Management, Inc. is seeking a Bill Pay Specialist in Los Angeles to manage invoice processing, data entry, and vendor communications, delivering a precise and timely accounts payable workflow.

You will verify invoices, secure approvals, reconcile statements, and provide weekly status updates, while upholding internal controls and offering a white-glove level of service to clients.

Qualifications

• Attention to detail to verify data input and prevent errors.
• Organizational skills to manage multiple accounts and track bills.
• Clear and effective communication with vendors, clients, and internal stakeholders.
• Basic understanding of accounting principles is beneficial.
• Familiarity with Bill.com is beneficial.
• Experience with QuickBooks Online is preferred.

Responsibilities

• Invoice Processing: Receive, review, and verify incoming vendor invoices for accuracy and secure approval for payment.
• Data Entry & Record Keeping: Enter data into the bill pay system and maintain accurate records of accounts payable transactions.
• Reconciliations: Reconcile vendor statements against company records to identify and resolve discrepancies.
• Communication: Liaise with vendors, clients, and internal departments to resolve billing issues, answer questions, and keep processes running smoothly.
• Compliance: Adhere to company policies, procedures, and internal controls to help prevent errors and fraud.

Skills

Attention to Detail

Organizational Skills

Communication Skills

Basic Accounting Knowledge

Bill.com Knowledge

QuickBooks Online Experience

Tools

Bill.com

QuickBooks Online

Job description

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Bill Pay Specialist

Client Service Los Angeles, CA, US

3 days ago Requisition ID: 1941

Salary Range: $50,000.00 To $62,000.00 Annually

GENERAL JOB DESCRIPTION

Evoke Advisors, a division of MAI Capital, is seeking a Bill Pay Specialist to join our team. The Bill Pay Specialist receives client invoices and payment directions from clients and their vendors, entering invoices and saving transactional documents in our bill pay system. They secure proper approval on invoices and confirm that details are accurately entered into the bill pay system, and they ensure that invoices are received as expected for recurring items — following up promptly when they are not. They follow company policy when verifying vendor payment details and entering them accurately into the bill pay system, and they prepare weekly status reports for clients detailing account balances and transactions. They also communicate regularly with vendors, internal client service groups, and clients, doing their best to address client needs and deliver a “white glove” concierge experience.

KEY RESPONSIBILITIES

• Invoice Processing: Receive, review, and verify incoming vendor invoices for accuracy and secure approval for payment.
• Data Entry & Record Keeping: Enter data into the bill pay system and maintain accurate, comprehensive records of all accounts payable transactions.
• Reconciliations: Reconcile vendor statements against company records to identify and resolve discrepancies.
• Communication: Liaise with vendors, clients, and internal departments to resolve billing issues, answer questions, and keep processes running smoothly and consistently. Respond to client inquiries and assist as needed.
• Compliance: Adhere to company policies, procedures, and internal controls to help prevent errors and fraud.

ESSENTIAL SKILLS & QUALIFICATIONS

• Attention to Detail: Verifies data input for accuracy to prevent errors.
• Organizational Skills: Manages multiple accounts, ensuring bills are tracked and submitted for payment on time.
• Communication Skills: Communicates clearly and effectively with vendors, clients, and internal stakeholders.
• Basic Accounting Knowledge: A working understanding of basic accounting principles is beneficial.
• Bill.com Knowledge: Familiarity with bill.com is beneficial.
• QuickBooks Online Experience: Experience with QuickBooks Online.

FEATURED BENEFITS

• Discretionary Bonus
• Medical, Dental & Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity & Parental Leave
• Tuition Reimbursement