Matter Family Office

Company Description

At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family’s goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve continue to thrive for generations.

Matter was founded in 1990 and has offices in St. Louis, Denver, and Dallas.

Job Description

As a Bill Pay Specialist, you are a top-notch process manager. You work alongside clients and client teams, maintaining excellent communication among team members and your clients, in the execution of work such as:

  • Managing the downloading and payment of our clients’ invoices
  • Communicate with clients and Matter teammates
  • Keep an accurate record of client accounts and outstanding balances
  • Monitoring cash balances
  • Securely handle client data and payment information
  • Generation of budgeting reports
  • Provide regular, accurate reports of billing data
  • Perform account reconciliations
  • Create custom financial reports
  • Research and resolve discrepancies
  • Assisting with various projects and firm-related initiatives

A successful Bill Pay Specialist exemplifies the following behaviors:

You Embrace Evolution: You are able to manage changing priorities, willing to look for solutions beyond the conventional, and committed to applying new concepts to your work while learning from past experiences.

You Communicate to Connect: You have the courage, confidence, and skill to communicate internally and externally regardless of the audience.

You Collaborate with Purpose: You invite others’ opinions into your decision-making processes and you commit to the team approach, balancing the value you can add with others’ contributions.

You Prioritize to GSD (Get Stuff Done): You work well under pressure, can balance different projects and demands at the same time, and are adept at managing deadlines, “managing up,” and working with others to prioritize the most urgent and important actions to complete.

You Are All In: You demonstrate, in words and actions, enthusiasm and passion for Matter’s defining purpose, values, and the vision we share.

You’re Proactive: You like to identify what needs to be done and do it thoughtfully and creatively before being asked or before the situation requires it.

You Focus on Quality: You set high quality standards and strive for continuous improvement and quality assurance. You follow up to ensure that deliverables, agreements and commitments are fulfilled and have met expectations.

You Apply Organization Sensitivity: You are aware of how your actions, decisions and choices impact parts of the organization. You practice systemic thinking and understand how policies, practices, trends, technology and information will affect not only you, but others in the organization.

Qualifications

  • Exceptional communication and listening skills
  • Ability to think critically and use logic & reasoning skills to analyze alternative solutions and outcomes.
  • Excellent attention to detail
  • Ability to work well in a fast-paced, self-directed environment
  • Bachelor’s Degree with an emphasis in finance or accounting or at least 5 years of experience as a bookkeeper, Accounts Payable, or similar role
  • Thorough working knowledge and experience with Quicken, Quickbooks, Billpay.com or similar technology required
  • Proficient with Excel
  • Working knowledge of basic accounting principles
  • Familiar with CRM, and data storage/management tools preferred
  • Ability to quickly understand and gain knowledge of new technology tools
  • Understanding the importance of security policies and ability to recognize and proactively report suspicious activity

Benefits

  • Competitive Salary and Annual Performance Based Bonus
  • Medical and Dental Health Plans
  • Supplemented Health Savings Account and Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Employer Supplemented Health Reimbursement Account Plan
  • Short- and Long-term disability coverage paid for by employer
  • Paid Group Life Insurance
  • Flexible 401(k) retirement benefits with employer matching
  • 10 paid holidays per year plus competitive vacation and sick leave
  • Cell phone reimbursement plan
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement

Additional information

This position could be eligible for part-time; minimum of 30 hours per week.

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.

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