Plumb Bill Pay Team | New Hires & Promotions
Plumb Bill Pay team expands staff as the outsourced solution for family offices and the high-net-worth grows with demand.
La Jolla, CA – April 2019 – TAG, an outsourced accounting and bill pay firm for affluent families and family offices, is pleased to recognize new members of the bill pay team. Plumb Bill Pay has become a preferred vendor for the some of the country’s top family offices and wealth management firms. As a trusted and highly regarded bill pay firm, Plumb is able to deliver accounts payable, cash flow reporting, wire transactions, expense tracking and recordkeeping services.
The bill pay organizational structure for Plumb is setup so there are checks and balances with different levels of review and secure access. This allows for stricter security measures, while also making sure the client receives the best customer service. A proactive approach to bill pay means that the AP Associates are able to monitor cash flow and credit card activity for discrepancies.
Bill Pay Team Promotions:
Plumb has been providing outsourced accounting services and financial reporting since 1996, and brings a world-class approach to service. The Family CFO division at Plumb and the outsourced bill pay solution, caught the attention of one of the Nation’s top family offices and was developed as a stand-alone service. It continues to evolve, and most recently, saw the expansion of new employees with several bill pay team promotions, including:
Accounts Payable Supervisor: Jennifer Silva-Reis
Accounts Payable Lead: Jocelyn Pereira
Accounts Payable Lead: Jana Oles
When a new bill pay client comes on board, they are assigned to a Plumb Bill Pay team. The team is formed with a Client Relationship Manager, AP Supervisor, AP Lead, and AP Associates, while also having additional Power of Attorney’s for the necessary signatures and oversight. For more information on Plumb’s Bill Pay 7-Step process, view this slide show.
Bill Pay Team Structure:
Discover how Plumb’s Bill Pay can be a solution for your family office. Fill out our form to get started with a proposal or consultation.
- How to Prepare a Net Worth Statement and Track your Wealth
- Family Bill Pay Services: Organize Your Financial Life
- Keys to a Successful Onboarding of HNW Client
- A Corporate Finance Approach to High-Net-Worth Individuals