Phaxis

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Bill Pay Analyst - AP/AR

Woodbridge, NJ 07095

Posted: 03/06/2025 Employment Type: Direct Placement Job Number: 24917275 Pay Rate: 70000-75000 USD/Year

Job Description

This leading investment management firm is seeking a motivated, articulate and knowledgeable Bill Pay Analyst to join its team. The ideal candidate will focus on processing or approving client bill payments, have strong A/P-A/R experience, with the ability to ensure accuracy and adherence to policies and procedures.

Primary Responsibilities:
  • Process and approve a high volume of client bills and expenses in accordance with firm policies.
  • Provide superior client service, resolving inquiries and discrepancies proactively.
  • Administer the client enrollment process, including documentation and form processing.
  • Identify and mitigate client issues with a proactive and solutions-oriented approach.
  • Support internal colleagues in the administration of the bill payment service.
  • Build strong partnerships with Client Advisors and business partners.
  • Generate vendor payment reports and other client reports as needed.
  • Assist with special projects as assigned.

Qualifications:
  • Bachelor's degree required.
  • 2-3+ years of experience in financial services, preferably in wealth management or family office services.
  • Exceptional attention to detail with a sense of urgency and follow-through.
  • Ability to handle confidential information with tact and discretion.
  • Experience working in a collaborative, team-oriented environment.
  • Proficiency in Microsoft Word and Excel.
  • Strong data entry skills with an ability to manage multiple tasks in a fast-paced environment.
  • Willingness to work overtime as needed.

Meet Your Recruiter

David Glickman

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About Woodbridge, NJ

Ready to embark on a fulfilling career journey in Woodbridge, New Jersey? This vibrant area nestled in Middlesex County is brimming with job opportunities and endless possibilities for professional growth. From the picturesque landscapes of Merrill Park to the bustling atmosphere of Woodbridge Center Mall, there's something for everyone in this thriving community. Take a stroll through the artsy Downtown Woodbridge and catch a show at the historic State Theatre. Indulge in a delicious slice of Woodbridge's famous pizza or explore the diverse culinary scene that lines Main Street. Join our team and discover why Woodbridge is not just a place to work, but a place to thrive. Explore our job listings today and kickstart your career in this charming and bustling region!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison