Overview
This role supports the Accounts Payable function by providing administrative and transactional assistance to the Accounts Payable Manager and Relationship Management team. Responsibilities include processing invoices, maintaining accurate financial records, and ensuring timely payment of expenses. The position involves partnering with Client Relationship Managers (CRMs) and internal teams to support daily operations, improve efficiency, and maintain strong vendor relationships.
Responsibilities
- Process invoices accurately with proper coding, approvals, and documentation
- Maintain organized accounts payable records and vendor files
- Support weekly payment runs including checks, ACH, and wire transfers
- Collaborate with the Accounts Payable Manager to ensure timely and accurate payments
- Respond to inquiries from CRMs, internal teams, and vendors regarding invoices and payments
- Assist with CRM-related projects
- Identify and escalate discrepancies or process issues
- Support process improvements to enhance efficiency and accuracy
- Ensure compliance with firm policies and internal controls
Skills and Core Responsibilities
- Accounts payable processing and systems management (invoicing, Auto Pay, payment tracking)
- Vendor coordination including onboarding, documentation (W9s), banking verification, and issue resolution
- Inbox and workflow management to ensure timely handling of invoices, statements, and AP calendars
- Financial monitoring and reporting support including expense review and bank balance oversight
- Document and data management across AP systems and shared repositories
- Cross-functional administrative support for CRMs including utilities, account setup, and ad hoc tasks
Requirements
- Bachelor’s Degree required; related experience may substitute for preferred education
- Service-related experience required
Compensation and Benefits
- Salary range: $65,000 - $80,000 annually
Equal Opportunity
The employer is an Equal Opportunity Employer (M/F/D/V).