Bill Pay Associate - Wealth Management

The main purpose of this job is to ensure a timely, complete, and accurate processing of bill payment transactions.

Responsibilities

Ensure a timely, complete and accurate processing of bill payment transactions; Facilitate all distributions related to the bill payment product offering; responsible for processing and/or quality review of one time and recurring distributions/receipts and cost basis, ensure all compliance requirements have been met and all processing and coding is complete, timely, and accurate; Build and maintain relationships, ensure appropriate controls are in place for all processes related to the bill payment product offering; responsible for identifying accounts with past due bill payments, collaborating with the internal departments to identify clients with additional bill payments that can be serviced; Drive process improvements, maintain documentation, and assist with projects and testing; Work closely with other support teams within the Trust Company to resolve client transactions and with other team members to assist/backup during high volumes or absence; Perform other duties as assigned

Requirements

Basic knowledge of wealth management bill payment practices; Strong business acumen and the ability to make timely and sound business recommendations; Excellent customer service skills; Ability to prioritize work to meet deadline and service level agreements; Ability to thrive in a fast-paced environment while maintaining a high level of accuracy; Strong analytical and critical thinking skills; Ability to resolve problems and identify and drive process improvements; Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities; Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values; Intermediate level proficiency with Microsoft Word, Excel and Outlook; Bachelor’s Degree in Finance or Accounting or equivalent combination of education and experience required; 2+ years finance or investment management experience required

Benefits

Employer sponsored health, dental, and vision insurance; 401(k); life insurance; paid vacation; paid personal time; career development; education assistance; voluntary supplemental benefits