ASSOCIATE, BILL PAY
Summary
Processes high-volume vendor payments and bill pay operations for ultra-high-net-worth clients using Bill.com, including ACH, checks, and wire transfers.
About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Key Responsibilities
The Associate, Bill Pay is responsible for accurate, timely processing of vendor payments and bill pay operations for ultra-high-net-worth clients. This role requires strong attention to detail, a service-oriented mindset, and comfort managing a high volume of transactions across multiple client entities.
This position will report directly to the Managing Director, Head of Bill Pay.
Key Responsibilities
- Process day-to-day accounts payable for ultra-high-net-worth clients using Bill.com, including invoice intake, coding, approval routing, and payment execution
- Coordinate ACH payments, check disbursements, and wire transfers, ensuring appropriate approvals and supporting documentation are in place
- Classify and record bank account and credit card transactions accurately and in a timely manner
- Coordinate with internal and external advisors to ensure sufficient funds are available to satisfy scheduled and ad-hoc payments
- Set up and maintain vendor records in Bill.com, including banking details and payment terms
- Research and resolve payment discrepancies, vendor inquiries, and duplicate or disputed invoices