Bill Pay Intern

The Family Office Management (FOM) is seeking a Bill Pay Intern for its Bill Pay Group.  The intern will focus on vendor outreach, verification of payment details, administrative tasks, and data entry.

Key Responsibilities

• Call vendors to confirm client account details, payment instructions, balances, and due dates, and document outcomes
• Verify client bill pay information, including addresses, account numbers, and payment terms before processing
• Assist with the recurring bills processes, including tracking recurring reminders, updating schedules, and confirming changes
• Enter and update invoice data, payment instructions, and notes in internal systems with a high level of accuracy
• Save, organize, and maintain electronic documents and folders related to client bills, vendors, and approvals
• Prepare and route bills and backup documentation for review and approval by Bill Pay Analysts
• Track outstanding items, missing documentation, and vendor follow ups, escalating issues promptly
• Support general administrative needs of the Bill Pay Group
• Participate in ad hoc projects that support improvements to Bill Pay Group’s processes

Qualifications and Skills

• Current undergraduate student pursuing a degree in accounting, finance, business, or a related field
• Strong verbal communication skills to communicate with vendors and internal stakeholders
• Strong attention to detail in data entry and document handling
• Solid organizational skills, including the ability to manage multiple tasks, follow ups, and deadlines
• Proficiency in Microsoft Word and Excel, and willingness to learn Bessemer systems and applications
• Ability to handle confidential client and financial information with high level of discretion
• Reliable, responsive, and able to follow instructions and established procedures
• Comfortable working in a team environment