Accounts Payable Specialist

• High-visibility role with direct exposure to the Assistant Controller and CFO
• Stable, well-established wealth management firm with a national footprint
• Client-centric culture with a forward-looking approach to financial services
• Strong work/life balance that’s genuinely supported by leadership
• Broad exposure beyond traditional AP, including cash activity and month-end support
• Opportunity to sharpen QuickBooks and financial operations experience
• Competitive compensation package within a professional finance team

• Manage the AP/billing inbox and respond to vendor inquiries
• Process and record invoices in QuickBooks and ensure timely payments
• Maintain vendor records and resolve invoice discrepancies
• Track and process recurring expenses, including rent and fixed payments
• Perform credit card reconciliations
• Record daily cash activity across operating bank accounts

• 2–3+ years of hands-on accounts payable or billing experience
• Experience processing invoices and payments in an accounting system (QuickBooks preferred)
• Bachelor’s degree in Accounting, Finance, or a related field (preferred)