Requirements :
-
3+ years of experience in a finance, billing, or accounts receivable role
-
Familiarity with client trust accounts and legal billing practices a strong plus
-
Proficiency in financial applications such as Elite, Chrome River, Microsoft Outlook, Excel, and online banking tools
-
High level of accuracy, accountability, and problem-solving ability
- Bachelor’s degree in Business, Finance, or a related field preferred
- Process daily client payments, including checks, wires, ACH, and credit card transactions with precision
-
Accurately record client trust deposits in line with firm policies and compliance standards
-
Monitor and research payment activity using online banking platforms and internal systems
-
Respond promptly and professionally to client and internal inquiries related to payments
-
Assist with audits, reconciliations, and special finance projects as needed