UHNW Bill Pay Associate

Cresset Capital; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

Cresset Capital seeks an Associate, Bill Pay to manage vendor payments for ultra-high-net-worth clients. The role emphasizes accuracy, timely processing, and strong attention to detail in a high-volume environment located in New York City and Chicago offices.

You will process invoices via Bill.com, handle ACH, checks, and wires, maintain vendor records, and collaborate with advisors to ensure funds availability while upholding internal controls and confidentiality.

Qualifications

• Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred.
• 2+ years of experience in accounts payable or bill pay, with direct experience using Bill.com.
• Experience managing payments across multiple client entities.

Responsibilities

• Process day-to-day accounts payable for ultra-high-net-worth clients using Bill.com.
• Coordinate ACH payments, check disbursements, and wire transfers with appropriate approvals.
• Classify and record bank account and credit card transactions accurately.
• Coordinate with internal and external advisors to ensure funds availability for payments.
• Set up and maintain vendor records in Bill.com, including banking details and payment terms.
• Research and resolve payment discrepancies, vendor inquiries, and duplicate or disputed invoices.

Skills

Accounts payable

Bill.com

Excel

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Bill.com

Microsoft Excel

Job description

Cresset Capital seeks an Associate, Bill Pay to manage vendor payments for ultra-high-net-worth clients. The role emphasizes accuracy, timely processing, and strong attention to detail in a high-volume environment located in New York City and Chicago offices.

You will process invoices via Bill.com, handle ACH, checks, and wires, maintain vendor records, and collaborate with advisors to ensure funds availability while upholding internal controls and confidentiality.