Legal Bookkeeper

BBSI

Seal Beach, CA

Apply

JOB DETAILS

SALARY

$35–$40 Per Hour

SKILLS

Accounting, Accounting Software, Accounting Standards and Regulations, Administrative Skills, Analysis Skills, Attorney, Bookkeeping, Cash Flow, Detail Oriented, Disbursements, Documentation, Employment Law, Financial Reporting, Financial Transactions, Forecasting, Fund Management, Legal, Litigation, Maintain Compliance, Microsoft Excel, Office Management, Organizational Skills, Personal Injury, Problem Solving Skills, Reconciliation, Record Keeping, Regulatory Compliance, Time Management

LOCATION

Seal Beach, CA

POSTED

24 days ago

Employment Type: Full Time | Temp to Hire
Location: Seal Beach, CA
Pay Rate: $35.00-$40.00/Hour
Industry: Habitability & Tenant Rights Law Firm

Our client, a growing and highly respected law firm, is seeking an experienced Legal Bookkeeper (Trust Account Coordinator) to oversee the firm's trust accounting operations and settlement fund administration.

This is more than a bookkeeping position. You'll play a critical role in ensuring client funds are managed accurately, ethically, and in compliance with California State Bar requirements. If you thrive in a detail-oriented environment, enjoy solving financial puzzles, and take pride in maintaining flawless accounting records, this is an opportunity to make a meaningful impact within a dynamic legal team.

Position Summary
The IOLTA Bookkeeper is responsible for managing attorney trust accounts, tracking settlement funds, coordinating client disbursements, reconciling financial transactions, and ensuring compliance with trust accounting regulations and firm policies.

Key Responsibilities
Trust Account Administration

Manage and reconcile the firm's IOLTA (Attorney Trust) accounts
Track incoming settlement funds and deposits
Verify settlement proceeds against case records and settlement agreements
Maintain accurate trust accounting records and supporting documentation
Ensure compliance with California State Bar trust accounting requirements
Assist with audits and account reviews

Settlement Fund Management

Track settlement proceeds from receipt through final disbursement
Review settlement binders and disbursement documentation
Coordinate timely client and vendor payments
Monitor settlement turnaround times and outstanding balances

Financial Reconciliation & Reporting

Reconcile trust account activity and settlement transactions
Investigate discrepancies and resolve accounting issues
Prepare financial reports for management
Track aging settlement funds and pending disbursements
Assist with forecasting and cash flow related to settlement activity

Qualifications

1-3 years of experience managing IOLTA or attorney trust accounts a must
Law firm accounting, legal bookkeeping, or settlement administration experience required
Experience in plaintiff-side litigation, personal injury, habitability, employment law, or similar legal environments preferred
Strong bookkeeping, accounting, and financial reconciliation skills
Advanced proficiency in Microsoft Excel and accounting software
Exceptional attention to detail and organizational skills
Strong analytical and problem-solving abilities
Ability to maintain strict confidentiality and financial integrity

Ideal Backgrounds

IOLTA Bookkeeper
Trust Account Coordinator
Legal Bookkeeper
Settlement Coordinator
Settlement Accountant
Law Firm Office Manager with Trust Accounting Experience

About the Company

BBSI

Resume Resources

Free Resume Templates Free Resume Builder