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Paragon Private Wealth Management

About Us Paragon Private Wealth Management provides high-touch financial management services to individuals, professional athletes and families.Position Overview We are looking for a polished, highly detail-oriented individual to support the day-to-day financial operations of our clients. This role goes beyond traditional accounts payable. The ideal candidate thrives in a concierge-style environment, anticipates needs before they arise, and takes pride in creating a frictionless experience for clients.Key Responsibilities<ul><li>Maintain highly organized, up-to-date records of client accounts, billing schedules and payment methods</li><li>Serve as the primary point of contact with vendors and service providers</li><li>Manage all aspects of bill pay services</li><li>Prepare clear, concise monthly spending summaries and reports for clients</li><li>Anticipate client needs and identify opportunities to streamline, automate and improve financial workflows</li><li>Assist with onboarding new clients by setting up systems, accounts and payment processes</li></ul>Qualifications<ul><li>2+ years of experience in accounts payable, bookkeeping, financial operations, or a similar client service role</li><li>Exceptional attention to detail and commitment to accuracy</li><li>Strong organizational skills with the ability to manage multiple clients and deadlines simultaneously</li><li>Tech-savvy and comfortable learning new tools and systems quickly</li><li>Professional, polished communication skills</li><li>High level of discretion and ability to handle sensitive financial information</li><li>Self-starter who is proactive, resourceful and solution-oriented</li></ul>Preferred Experience<ul><li>Experience in concierge services, family office, personal assistant or high-net-worth client environments</li><li>Familiarity with platforms such as QuickBooks, Bill.com, Airtable or similar tools</li><li>Experience improving processes or implementing automation</li></ul>Why Join Paragon Management Group?<ul><li>Be part of a growing, high-touch firm serving a sophisticated client base</li><li>Play a key role in delivering a seamless, &ldquo;white-glove&rdquo; client experience</li><li>Opportunity to build and refine internal systems and processes</li><li>Flexible, collaborative work environment</li></ul>If you take pride in being the person who &ldquo;just makes everything work&rdquo; behind the scenes- and enjoy delivering an exceptional, detail-driven client experience- we&rsquo;d love to connect.Pay: $65,000.00 - $75,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>AD&amp;D insurance</li><li>Dental insurance</li><li>Disability insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Accounts Payable Specialist

Join Paragon Private Wealth Management and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Paragon Private Wealth Management

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Accounts Payable Specialist