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Accounts Payable Specialist

About UsParagon Private Wealth Management provides high-touch financial management services to individuals, professional athletes and families. Position OverviewWe 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 ResponsibilitiesMaintain highly organized, up-to-date records of client accounts, billing schedules and payment methodsServe as the primary point of contact with vendors and service providersManage all aspects of bill pay services Prepare clear, concise monthly spending summaries and reports for clientsAnticipate client needs and identify opportunities to streamline, automate and improve financial workflowsAssist with onboarding new clients by setting up systems, accounts and payment processes Qualifications2+ years of experience in accounts payable, bookkeeping, financial operations or a similar client service roleExceptional attention to detail and commitment to accuracyStrong organizational skills with the ability to manage multiple clients and deadlines simultaneouslyTech-savvy and comfortable learning new tools and systems quicklyProfessional, polished communication skillsHigh level of discretion and ability to handle sensitive financial informationSelf-starter who is proactive, resourceful and solution-oriented Preferred ExperienceExperience in concierge services, family office, personal assistant or high-net-worth client environmentsFamiliarity with platforms such as QuickBooks, Bill.com, Airtable or similar toolsExperience improving processes or implementing automation Why Join Paragon Management Group?Be part of a growing, high-touch firm serving a sophisticated client basePlay a key role in delivering a seamless, “white-glove” client experienceOpportunity to build and refine internal systems and processesFlexible, 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.