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
