[Hiring] Bill Pay & Concierge Specialist @Cerity Partners

Role Description

The Cerity Partners Family Office is seeking a client-focused and detail-oriented Bill Pay & Concierge Specialist to join our Bill Pay Team. In this role, you will manage the end-to-end bill payment process, organize ongoing projects, and coordinate high-touch concierge requests for UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, has exceptional organizational skills, and brings a solutions-oriented, client-centric mindset to all aspects of their work.

Primary Responsibilities

• Bill Pay & Expense Management:
  • Manage the full lifecycle of bill payments, including intake, processing, approvals, and reconciliation.
  • Diligently organize and monitor all open invoices, outstanding balances, and recurring bills, ensuring all obligations and deadlines are met.
• Client & Concierge Support:
  • Serve as a primary point of contact for clients, vendors, and third parties on a wide range of bill pay and administrative matters.
  • Coordinate personal and concierge tasks such as renovation tracking, household employee support, and ad hoc requests.
  • Provide exceptional client experiences, responding promptly and professionally to all client requests with a high level of discretion and care.
• Process & Technology:
  • Collaborate with advisors, client teams, and internal specialists across cross-functional initiatives.
  • Leverage proprietary tools and resources to ensure timely and accurate completion of all deliverables.
  • Support the implementation of new technologies, tools, and process improvements to enhance team efficiency.

Qualifications

• 5+ years of experience in bill pay, accounts payable/receivable, banking, or related finance role.
• Experience working directly with clients or vendors in a service-oriented capacity preferred.
• Bachelor’s degree or equivalent professional experience.
• Strong working knowledge of bill payment systems, Bill.com preferred.
• Demonstrated proficiency with Microsoft Office, particularly Excel.
• QuickBooks experience a plus.
• Experience using AI tools to streamline everyday work, and a curiosity to continue learning and exploring how to leverage them.
• Ability to adapt and learn new systems and tools quickly.

Requirements

• Meticulous attention to detail and commitment to accuracy.
• Client-first mindset with excellent verbal and written communication.
• Strong organizational and time-management skills.
• Comfortable handling sensitive information with professionalism and discretion.
• Proactive, resourceful, and independently motivated.

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match.
• Flexible PTO policy.
• Parental Leave.
• Financial assistance for advanced education and professional designations.
• Opportunity to give back time to local communities.
• Commuter benefits.