Accounting, Accounting Policies, Accounts Receivable, Attorney, Billing, Card Processing, Communication Skills, Data Entry, Detail Oriented, Documentation, Interpersonal Skills, Legal, Legal Billing Software, Microsoft Excel, Microsoft Office, Multitasking, Operations Management, Organizational Skills, Payment Processing, Presentation/Verbal Skills, Professional Services, Reconciliation, Record Keeping, Resolve Customer Issues, Team Player, Writing Skills
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
M
McMahon, Martine & Gallagher