Position Summary
SCS Financial is seeking a detail-oriented and highly professional Bookkeeping Administrative Associate for the Bill Pay team to support the complex financial needs of our ultra-high-net-worth clients and their families. The ideal candidate brings a high level of discretion, integrity, and a commitment to delivering exceptional service in a fast-paced, confidential environment.
This role is based in Portsmouth, NH.
Primary Responsibilities
The essential duties of the Bookkeeping Administrative Associate will include, and are not limited to:
- Receipt of client post office box mail from courier service and monitoring bookkeeping email inbox for electronic invoices and notices. Opening, sorting, scanning bills (as needed), and uploading to Hubdoc for approval to pay. Forwarding non-bill pay related mail on to other departments (including tax, insurance and other documents).
- Point of contact for all post office client mail related matters.
- Responsible for the overall maintenance of electronic filing of bill pay records (copying, scanning, saving and shredding paper).
- Responsible for bill pay client check deposits to various banks utilizing FedEx and Salesforce
- Assembly and processing of bookkeeping department outgoing FedEx packages to clients/vendors
- Assisting bookkeepers in obtaining all necessary approvals prior to payment.
- Assisting bookkeepers with various vendor related issues – including but not limited to changing billing addresses, setting up or updating auto-pay accounts, setting up or terminating utility accounts, and researching vendor billing issues.
- Assisting bookkeepers with bank, investment and credit card account reconciliations on a monthly basis utilizing QuickBooks.
- Assisting bookkeepers with other miscellaneous tasks and projects, as necessary.
- Facilitating and implementing technology and process improvement for all aspects of the job (including but not limited to record collection and retention, bill payment, reconciliations).
- Occasional back-up support for reception, as needed.
Qualifications
- Strong working knowledge of QuickBooks and proficiency with Microsoft Office products.
- Experience with Salesforce and Hubdoc a plus
- Ability to prioritize work effectively, with a high level of accuracy and keen attention to detail.
- Strong organizational and communication skills, both oral and written.
- Candidates must display professionalism and exercise the utmost discretion.
- Ability and desire to continue to learn and develop
- Ability to spot inefficiencies (internal or external) and work with the team on process improvements
- College degree preferred with at least 2 years prior experience working with QuickBooks and providing administrative support.
- Experience working within Finance business area preferred.
- Desire to develop towards future Bookkeeper position or learning additional Bookkeeper tasks to assist the team
- Ability to push/pull/lift bulk mail (approximately ≤25 pounds).
This position is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $50,000–$60,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Skills Required
- Strong working knowledge of QuickBooks
- Proficiency with Microsoft Office products
- Experience with Salesforce and Hubdoc
- Ability to prioritize work effectively with accuracy
- Strong organizational and communication skills
- College degree preferred
- At least 2 years prior experience
Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Fair & Transparent Compensation — Pay is presented with clear salary bands in multiple public job postings across roles and locations, aligning with typical ranges for similar industry titles. Role-level transparency spans client service, trading, and corporate/transaction positions.
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Affordable Benefits — Health insurance is characterized as affordable alongside favorable commentary on the overall package. Core coverage includes medical, dental, vision, life insurance, and a 401(k) noted in corporate postings.
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Wellbeing & Lifestyle Benefits — Broader total rewards include paid volunteer time, an in-house headquarters gym, wellness amenities such as lactation rooms and healthy snacks, and tuition assistance/training investment. These elements indicate attention to employee wellbeing beyond core insurance.
Focus Financial Partners Insights
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
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