Who We Are:
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $29B in AUM. We have more than 300 employees serving clients from 24 offices in 13 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Position Overview:
We’re seeking a detail-oriented and proactive Accounts Payable Specialist to join our Family Office Accounting team. This role is essential in ensuring timely and accurate processing of vendor payments, maintaining excellent vendor relationships, and supporting smooth financial operations.
Key Responsibilities:
• Process vendor invoices accurately and efficiently
• Manage all aspects of bill pay, including verifying, coding, and securing proper approvals
• Oversee accounts payable clerks to review work for accuracy, communicate necessary corrections, and provide guidance to improve workflow efficiency and adherence to company standards
• Proactively follow up on outstanding approvals and obtain verbal confirmations when necessary
• Maintain organized documentation for all accounts payable activities
• Build and manage strong relationships with vendors, ensuring timely resolution of inquiries and discrepancies
• Monitor vendor accounts to ensure payments are current and identify any issues proactively
• Collaborate across departments to clarify purchase details and support seamless workflow
• Assist in implementing and improving payables procedures and internal controls
Qualifications:
• Bachelor's degree required
• 3+ years of accounts payable experience
• Experience in Bill.com preferred
• Strong understanding of accounting principles and payables workflows
• Proficiency in accounts payable software and Microsoft Office
• Excellent attention to detail and organizational skills
• Strong communication and interpersonal abilities
• Ability to work independently and meet deadlines
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
We’re part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $ – $. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
