The Atlanta office is looking for an Accounts Payable Associate to join our growing family office team which provides daily accounting, financial operations and other family offices services for a diverse group of clients. As a member of the client service team, the Accounts Payable Associate will be responsible for the accurate daily processing of expenses bills and deposits for multiple clients. This individual will work to identify and resolve billing related issues and answer payment related questions.
COMPANY DESCRIPTION:
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth. Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team.
Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment. Our talented people are our greatest asset; therefore, we offer a competitive, comprehensive and flexible benefits program that helps meet the challenging needs of our employees and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
RESPONSIBILITIES:
• Ensure that the clients’ bills are paid in an accurate and timely manner
• Process clients’ accounts payable, including payments by check, ACH/Wire and online payments
• Monitoring accounts to ensure payments are up to date
• Ensure adequate funds are available to cover any client cash needs
• Serve as main point of contact for vendor communications
• Process client payroll on a weekly basis ensuring the disbursement of funds is timely and accurate
• Issue and maintain the annual 1099s
• Other family office duties as assigned or needed
REQUIREMENTS:
• Education-bachelor’s degree in accounting or other related fields required
• 2+ years experience
• Prior experience in Accounts Payable preferred
• Fundamental knowledge of finance is a plus
• Professional and discrete; able to handle sensitive information appropriate
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.