[Hiring] Bill Pay Specialist REMOTE USA

Position: Bill Pay Specialist

Date Posted: September 20, 2025

Industry: Finance / Wealth Management / Family Office

Employment Type: Full Time

Experience: 5+ years in bill pay, accounts payable/receivable, banking, or related finance role

Qualification: Bachelor’s degree or equivalent professional experience

Location: United States, REMOTE

Company: Cerity Partners

Description:
Cerity Partners is seeking a highly organized and client-focused Bill Pay Specialist to join our Family Office team. This role involves managing the full lifecycle of bill payments, supporting high-touch concierge requests, and ensuring exceptional client experiences for UHNW individuals and families. The ideal candidate thrives in a fast-paced environment and demonstrates a solutions-oriented, detail-driven approach.

Primary Responsibilities:

Bill Pay & Expense Management:

• Oversee the entire bill payment process, including intake, processing, approvals, and reconciliation.
• Track and manage open invoices, outstanding balances, and recurring bills to ensure timely payment.

Client & Concierge Support:

• Act as a primary contact for clients, vendors, and third parties regarding bill pay and administrative matters.
• Coordinate personal and concierge tasks, such as renovation tracking, household employee support, and ad hoc client requests.
• Deliver professional, prompt, and discreet service to clients at all times.

Process & Technology:

• Collaborate with advisors, client teams, and internal specialists on cross-functional initiatives.
• Utilize proprietary tools to ensure accurate and timely completion of deliverables.
• Support the adoption of new technologies, tools, and process improvements to enhance team efficiency.

Required Qualifications / Skills:

• Exceptional attention to detail and accuracy.
• Client-first mindset with strong verbal and written communication.
• Excellent organizational and time-management skills.
• Ability to handle sensitive information with discretion.
• Proactive, resourceful, and self-motivated.

Technical Proficiency:

• Experience with bill payment systems; Bill.com preferred.
• Proficient in Microsoft Office, especially Excel.
• Experience with QuickBooks is a plus.
• Quick learner, able to adapt to new systems and tools.

Benefits:

• Health, dental, and vision insurance starting day one.
• 401(k) savings and investment plan with 4% match.
• Flexible PTO policy and parental leave.
• Financial support for advanced education and professional designations.
• Opportunities to volunteer and give back to the community.
• Commuter benefits.

Cerity Partners is committed to diversity, inclusion, and providing accommodations to applicants with disabilities or special needs. Applicants must be authorized to work for any employer in the U.S.

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