Job Description
Robert Half has partnered with a small firm on their search for a proactive, Legal Billing Specialist. As the Legal Billing Specialist, you will oversee client invoicing, assist with the collections process, update ERP system, perform mail merges, complete accounts receivable transactions, review and assign sales tax codes, perform account reconciliations, prepare supporting documents, and provide solutions to client inquiries. The ideal candidate should have strong attention to detail, excellent organizational skills, and the ability to solve problems quickly.
Responsibilities:
• Prepare, review, and issue accurate billing statements, ensuring all client accounts are properly updated.
• Manage trust accounts, client escrow funds, and fiduciary transactions with precision and adherence to regulations.
• Utilize QuickBooks Desktop or Online to process financial records and maintain organized bookkeeping.
• Execute mail merges efficiently to streamline communication and billing processes.
• Collaborate closely with legal teams and clients to resolve billing inquiries and discrepancies.
• Monitor and collect outstanding payments while maintaining clear and effective communication with clients.
• Generate and analyze financial reports to identify trends and improve billing operations.
• Ensure compliance with legal billing standards and maintain confidentiality of sensitive financial information.
• Minimum of 3 years of experience in billing functions, preferably within legal, trust, or property management sectors.
• Proficiency with QuickBooks Desktop and Online for financial management.
• Solid understanding of trust accounts, escrow funds, and fiduciary transactions.
• Familiarity with mail merge processes and tools.
• Strong organizational skills and attention to detail for accurate billing and record-keeping.
• Excellent communication abilities for interacting with clients and legal teams.
• Ability to analyze financial data and generate insightful reports.
• Knowledge of legal billing standards and practices is highly preferred.
For more information on this Legal Billing Specialist role and other full time accounting and finance opportunities, please contact us at 302.985.5215 and reference JO#00800-0013298818.
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