Job Summary We are seeking a highly motivated Receptionist/Accounting Assistant to join our team. In this role, you will assist our case managers with various tasks, gaining valuable experience in the Personal Injury, Traffic, and Criminal matters we handle at the firm. You will communicate with clients, compile case materials, and conduct research. The ideal candidate is detail-oriented, calm under pressure, and comfortable working in a fast-paced legal environment.
Responsibilities
Answer all incoming calls and redirect them to the appropriate case manager
Answer any preliminary questions an existing or potential client may have
Scan and upload all incoming mail
Draft and send certified mail
Conduct initial intakes for new leads and schedule consultations
Send retainer packets and convert clients into our case management software, MyCase
Request photos and preliminary documents from clients
Obtain police and traffic collision reports.
Ensure that case-related documents are well organized
Provide general administrative support
Record and maintain daily financial transactions.
Process accounts payable and accounts receivable.
Prepare and send client invoices and statements.
Monitor outstanding balances and follow up on payments as directed.
Process checks, deposits, credit-card payments, and electronic payments.
Maintain accurate financial records and supporting documentation.
Assist with monthly financial reports and account reconciliations.
Maintain organized electronic and physical accounting files.
Coordinate with the firm's accountant or CPA as needed.
Monitor office expenses and maintain expense records.
Qualifications
High school diploma or equivalent required; accounting, business, or office administration education is preferred.
Ability to multitask and work well under pressure
Prior receptionist or administrative experience preferred
Law firm experience strongly preferred, but not required (Criminal or PI a plus)
Proficient in Microsoft Office/Adobe
Experience with MyCase or legal case management software preferred
Strong organizational and multitasking skills
Strong attention to detail and accuracy
Professional communication skills (written and verbal)
Ability to handle confidential information appropriately
Ability to work independently while also supporting attorneys and other staff members.
Preferred Skills
Experience with legal billing or law-firm accounting.
Familiarity with legal trust/client funds accounting procedures.
Experience with QuickBooks or similar accounting software.
Experience with legal practice-management or billing software.
Strong Excel skills.
Bilingual skills are a plus, but not mandatory
Numbers & Facts
Location
FAIRFIELD, CA
Job Type
Full-time
Skills
Accountingunmatched
Accounting Softwareunmatched
Accounts Payableunmatched
Accounts Receivableunmatched
Administrative Skillsunmatched
Adobe Product Familyunmatched
Billingunmatched
Billing Softwareunmatched
Case Managementunmatched
Certified Public Accountant (CPA)unmatched
Check Processingunmatched
Communication Skillsunmatched
Credit Cardsunmatched
Customer Conversionunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Documentationunmatched
Expense Trackingunmatched
Financial Reportingunmatched
Financial Transactionsunmatched
Fund Accountingunmatched
Health Insuranceunmatched
High School Diplomaunmatched
Interpersonal Skillsunmatched
Intuit Quickbooksunmatched
Legalunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Multilingualunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Personal Injuryunmatched
Presentation/Verbal Skillsunmatched
Reconciliationunmatched
Record Keepingunmatched
Research Skillsunmatched
Telephone Skillsunmatched
Writing Skillsunmatched
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