Whatsapp
Posted : Monday, June 03, 2024 07:33 PM
The Family Office Management (FOM) Bill Pay Group is seeking a motivated and knowledgeable Bill Pay Analyst, with a solid family office bill pay, bookkeeping and administrative background to join its team of professionals.
The desired candidate will focus almost exclusively on processing and or approving the payments of our clients bills and expenses.
The Bill Pay Analyst is expected to be a team player and work collaboratively with several internal and external stakeholders.
The Analyst should be proficient in the Microsoft suite of applications and will be required to become familiar with Bessemer applications.
Preference will be given to those with previous family office bill pay or administrative experience within a financial institution.
Primary Responsibilities: Provide superior client service Receive, record, and process high volume of client bills in accordance with the firm’s policies and procedures Research, resolve, and respond to inquiries or discrepancies with clients’ accounts bill pay Administer the client enrollment process and all associated documents and forms Communicate, identify, and mitigate client issues in a proactive and positive manner in order to meet client needs Support internal colleagues in the administration of the bill payment service Develop a collaborative, in-depth partnership with Client Advisors and internal business partners Perform additional special projects as needed, such as publish vendor payment report, and other reports for clients Qualifications: Bachelor’s degree 3-5 years of relevant experience Excellent attention to detail and executes responsibilities with a sense of urgency and follow-through Ability to show tact, discretion, confidentiality, and good judgment in handling sensitive and confidential matters Experience working in a team-oriented, collaborative environment Proficiency with Microsoft Word and Excel Demonstrate experience in process oriented workflows Build and maintain relationships and effective communication with internal business partners Accurate data entry skills.
Demonstrate ability to prioritize and manage multiple assignments in a fast-paced environment with strict deadlines.
Ability to work overtime, with or without notice.
About Bessemer Trust Bessemer Trust is a leading multifamily office, overseeing more than $150 billion in assets for over 3,000 individuals and families of substantial wealth.
Its nearly 1,200+ employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family.
As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients.
Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Key Facts For more than 115 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total.
Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals.
In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.
C.
To watch a video about Bessemer Trust’s history, click here.
To learn more about Bessemer Trust, click here.
About Our Employee Rewards and Benefits We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including: Competitive base salary plus discretionary annual bonus for select positions A 401(k) plan with a generous annual profit-sharing contribution Personalized development and career opportunities, including tuition reimbursement support Comprehensive medical, dental, and vision plans with zero contributions for employee coverage Employee assistance (EAP) and wellness programs Hybrid work environment: 60% in office, 40% remote for most positions Paid time off and paid parental leave Employer-paid life insurance and short- and long-term disability coverage Legal services and financial wellness plans at no cost to employees Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.
We encourage candidates of diverse backgrounds to apply.
The desired candidate will focus almost exclusively on processing and or approving the payments of our clients bills and expenses.
The Bill Pay Analyst is expected to be a team player and work collaboratively with several internal and external stakeholders.
The Analyst should be proficient in the Microsoft suite of applications and will be required to become familiar with Bessemer applications.
Preference will be given to those with previous family office bill pay or administrative experience within a financial institution.
Primary Responsibilities: Provide superior client service Receive, record, and process high volume of client bills in accordance with the firm’s policies and procedures Research, resolve, and respond to inquiries or discrepancies with clients’ accounts bill pay Administer the client enrollment process and all associated documents and forms Communicate, identify, and mitigate client issues in a proactive and positive manner in order to meet client needs Support internal colleagues in the administration of the bill payment service Develop a collaborative, in-depth partnership with Client Advisors and internal business partners Perform additional special projects as needed, such as publish vendor payment report, and other reports for clients Qualifications: Bachelor’s degree 3-5 years of relevant experience Excellent attention to detail and executes responsibilities with a sense of urgency and follow-through Ability to show tact, discretion, confidentiality, and good judgment in handling sensitive and confidential matters Experience working in a team-oriented, collaborative environment Proficiency with Microsoft Word and Excel Demonstrate experience in process oriented workflows Build and maintain relationships and effective communication with internal business partners Accurate data entry skills.
Demonstrate ability to prioritize and manage multiple assignments in a fast-paced environment with strict deadlines.
Ability to work overtime, with or without notice.
About Bessemer Trust Bessemer Trust is a leading multifamily office, overseeing more than $150 billion in assets for over 3,000 individuals and families of substantial wealth.
Its nearly 1,200+ employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family.
As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients.
Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Key Facts For more than 115 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total.
Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals.
In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.
C.
To watch a video about Bessemer Trust’s history, click here.
To learn more about Bessemer Trust, click here.
About Our Employee Rewards and Benefits We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including: Competitive base salary plus discretionary annual bonus for select positions A 401(k) plan with a generous annual profit-sharing contribution Personalized development and career opportunities, including tuition reimbursement support Comprehensive medical, dental, and vision plans with zero contributions for employee coverage Employee assistance (EAP) and wellness programs Hybrid work environment: 60% in office, 40% remote for most positions Paid time off and paid parental leave Employer-paid life insurance and short- and long-term disability coverage Legal services and financial wellness plans at no cost to employees Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.
We encourage candidates of diverse backgrounds to apply.
• Phone : NA
• Location : Woodbridge, NJ
• Post ID: 9064357984
