Bill Pay & Concierge Specialist
Core
Manage end-to-end bill payment lifecycle and coordinate high-touch concierge requests for ultra-high-net-worth individuals and families.
Role type
Bill Pay & Concierge Specialist
Builds
End-to-end bill payment processes and personalized administrative support services
Domain
Family Office / Wealth Management
Required skills
Bill payment lifecycle management, Accounts payable/receivable, Client relationship management, Vendor coordination, Project organization, Microsoft Excel, Bill.com platform, QuickBooks, AI tools proficiency
Preferred skills
Experience working directly with clients or vendors in a service-oriented capacity, Experience using AI tools to streamline everyday work
Technologies
Bill.com, Microsoft Office, QuickBooks, AI tools
Responsibilities
Manage full lifecycle of bill payments including intake, processing, approvals, and reconciliation, Coordinate personal and concierge tasks such as renovation tracking and household employee support, Serve as primary point of contact for clients, vendors, and third parties, Leverage proprietary tools to ensure timely and accurate completion of deliverables, Support implementation of new technologies and process improvements
Seniority
Mid-level, hands-on IC