Legal Billing Assistant

Job Description:

• 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.

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