Key skills
SalesforceCRMCommunication
About this role
Role Overview
- Enter and reconcile daily payments across firm systems
- Apply payments to invoices and retainers following trust/IOLTA rules
- Verify trust balances before applying payments to earned work
- Identify discrepancies and escalate billing or ledger issues
- Maintain accurate records and supporting documentation
- Open, update, and close matters in internal systems
- Perform weekly time‑entry cleanup (accuracy, spelling, rate validation)
- Enter contractor or third‑party time
- Maintain organized files in the document management system (DMS)
- Update payment status, notes, and activity in Salesforce (CRM)
- Use Microsoft 365 for email, spreadsheets, and internal communication
- Assist with reporting and operational metrics
Requirements
- 1–2+ years of experience in payment entry, billing support, or financial administration
- Experience with CRM systems (Salesforce preferred)
- Ability to learn and apply trust accounting / retainer (IOLTA) rules
- Strong Excel or spreadsheet abilities
- Excellent digital organization and system‑navigation skills
- English proficiency (written and verbal)