Key skills
CommunicationTime Management
About this role
Role Overview
- Support finance teammates with pending tasks when they are unavailable.
- Attend weekly Finance department meetings and firmwide meetings.
- Provide client financial status and Trust balances to legal team as needed.
- Update payments received daily on Financial Dashboard.
- Prepare and revise pre-bills; upload time entries for invoicing software.
- Manage cost requests from legal teams by contacting clients and notifying teams upon payment.
- Implement client credits and adjustments; move funds between matters when applicable.
- Prepare invoices and email statements to clients.
- Conduct client calls with professionalism and maintain logs for each call.
- Collaborate with Finance Chair and team to stay current with client changes and preferences.
- Generate and distribute weekly client aging reports for Business and Litigation teams.
- Draft and send balance reminder emails for outstanding balances.
- Maintain master file of all client contact attempts.
- Prepare daily collection calls list to follow up on aging balances and account replenishments.
Requirements
- 2-3 years of experience in a Billing position.
- Proficiency with invoicing and billing software.
- Familiarity with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Experience with communication platforms such as Zoom and Slack.
- Excellent written and verbal communication in English and Spanish.
- Strong organizational skills.
- Ability to multitask and prioritize effectively.
- Self-motivated and proactive.
- Team player with collaborative mindset.
- Adaptable to changing priorities.
- Problem-solving skills.
- Time management expertise.
- Professional demeanor.
Benefits
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.