Accounts Payable Specialist

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

• Maintain highly organized, up-to-date records of client accounts, billing schedules and payment methods
• Serve as the primary point of contact with vendors and service providers
• Manage all aspects of bill pay services
• Prepare clear, concise monthly spending summaries and reports for clients
• Anticipate client needs and identify opportunities to streamline, automate and improve financial workflows
• Assist with onboarding new clients by setting up systems, accounts and payment processes

Qualifications

• 2+ years of experience in accounts payable, bookkeeping, financial operations, or a similar client service role
• Exceptional attention to detail and commitment to accuracy
• Strong organizational skills with the ability to manage multiple clients and deadlines simultaneously
• Tech-savvy and comfortable learning new tools and systems quickly
• Professional, polished communication skills
• High level of discretion and ability to handle sensitive financial information
• Self-starter who is proactive, resourceful and solution-oriented

Preferred Experience

• Experience in concierge services, family office, personal assistant or high-net-worth client environments
• Familiarity with platforms such as QuickBooks, Bill.com, Airtable or similar tools
• Experience improving processes or implementing automation

Why Join Paragon Management Group?

• Be part of a growing, high-touch firm serving a sophisticated client base
• Play a key role in delivering a seamless, “white-glove” client experience
• Opportunity to build and refine internal systems and processes
• Flexible, collaborative work environment

If you take pride in being the person who “just makes everything work” behind the scenes- and enjoy delivering an exceptional, detail-driven client experience- we’d love to connect.

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person