The person in this role must be a team player, highly organized, detail-oriented, and possess strong analytical and problem-solving skills. This role will be directly supervised by the Billing and Operations Manager, and Managing Partner.
Responsibilities:
- Process and accurately allocate client payments, including checks, ACH transfers, wire payments, and credit card transactions, within the firm's legal billing platform
- Reconcile daily payment activity and ensure all funds are properly applied to client accounts and outstanding invoices
- Review payment details for accuracy and investigate discrepancies, unapplied funds, overpayments, and short payments
- Coordinate with billing and accounting staff to obtain payment clarifications and resolve account issues
- Maintain accurate records of all payment allocations and supporting documentation
- Generate and review payment reports and reconciliation summaries as needed
- Assist with month-end billing and accounting processes related to client payments and accounts receivable
- Identify and communicate critical follow-ups, discrepancies, and payment-related issues to appropriate team members
- Perform additional duties and special projects as assigned
Required Skills: - Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite, particularly Excel
- Strong data entry experience with high accuracy
- Ability to work with financial data, reconcile accounts, and identify discrepancies
- Excellent interpersonal skills and ability to collaborate across departments
- Ability to handle confidential financial information with discretion, professionalism, and integrity
- Exceptional attention to detail and organizational skills
Ability to manage repetitive tasks while maintaining accuracy and efficiency - Ability to multitask, learn new systems quickly, and work independently in a fast-paced environment
Preferred Qualifications:
- Experience working with billing, accounting, or legal billing software.
Prior experience in a law firm, professional services environment, or accounts receivable role - Familiarity with legal billing platforms and client trust accounting principles is a plus