POSITION REQUIREMENTS:
· Two years’ higher education and/or experience in an office environment performing accurate, numerical, detailed work.
· Strong proficiency in Microsoft Office products required, particularly Excel.
· Customer service experience; preferably working with banks or attorneys or other professional services.
· Experience working with databases and/or applications that manage transactions and sensitive customer data. Accounting experience preferred.
· Skills in project management; problem solving; time management; communication (both oral and written) and attention to detail.
PRIMARY FUNCTIONS:
1. Receive, analyze, track and compile detailed financial data monthly and/or quarterly from bank reports and ensure the accurate import and posting of data into the IOLTA database management system. Ensure reports are received from banks timely. Examine bank reports for accuracy and completeness of computation, interest rate, and interest payment. Contact banks to resolve discrepancies in bank reports. Reconcile monthly/quarterly IOLTA payments received with bank reports and investigate and resolve any differences.
2. Manage and coordinate the annual IOLTA compliance verification process for attorneys and law firms. This includes multi-stage, multi-format communication and response steps, both digital and analog; arranging and managing third-party mailing process and ensuring attorney compliance status is updated timely in the database management system.
3. Handle a high volume of general inquiries regarding the IOLTA Program from financial institutions and attorneys. This includes responding to calls and emails, providing technical expertise, and suggesting corrective action to banks. Also responding to calls and emails from attorneys and providing guidance to them regarding IOLTA compliance. The administrator also instructs prospective and new banks on procedures to enroll and participate in the IOLTA program and records and updates any bank changes including mergers, acquisitions, or contact changes in the database.
4. Assists with promotion and support of the Prime Partner bank program, including creation of thank-you letters to attorneys and contacts with bankers.
5. Other administrative support including:
· Process subpoena requests from the State Bar of Texas Chief Disciplinary Counsel
· Create spreadsheets, charts, and graphs to assist with reports for management, board members, grantors, and other stakeholders, while maintaining confidentiality
· Provide back-up administrative support for the office; including answering phones, voice mail, e-mails; processing mail and mail-outs, banks deposits, and assisting with overall office operations, as needed
JOB VACANCY NOTICE
JOB NUMBER: 26-030-1615 CLOSING DATE: Open Until Filled
SALARY RANGE: Commensurate with experience, plus excellent benefits
POSITION TITLE: Program Administrator
DEPARTMENT: Texas Access to Justice Foundation
GENERAL DESCRIPTION:
The Program Administrator supports the Interest on Lawyers’ Trust Accounts (IOLTA) program of the Texas Access to Justice Foundation. The Program Administrator ensures the accuracy and completeness of IOLTA Program database management system, including tracking, analyzing, and compiling detailed financial data and related documentation from Texas attorneys and financial institutions.
Responsibilities of the IOLTA Program Administrator include processing detailed financial data from monthly and quarterly bank reports, imports into the IOLTA database and managing and administering the annual IOLTA compliance functions for all Texas attorneys and law firms.
HOW TO APPLY:
https://careers-texasbar.icims.com
The State Bar of Texas is a public corporation and an administrative agency of the judicial department of the Texas government. The phrase “member of the Bar” means a person licensed to practice law in Texas. The State Bar does not purport to speak on behalf of all persons licensed to practice law in Texas.
The mission of the State Bar of Texas is to support the administration of the legal system, assure all citizens equal access to justice, foster high standards of ethical conduct for lawyers, enable its members to better serve their clients and the public, educate the public about the rule of law and promote diversity in the administration of justice and the practice of law.
With more than 100,000 active members, we are one of the largest state bars in the United States. The State Bar Act, adopted by the Legislature in 1939, provides that the State Bar is composed of all attorneys licensed to practice law in Texas.