Client Reporting Manager

3 weeks ago

Chicago, Illinois, United States Flanagan - Bilton LLC Full time

Primary responsibilities include providing daily research and support to supervisory attorneys and client managers, including maintaining and organizing multiple calendars, data entry, and processing client-requested reports and budgets. Candidates should be professional in appearance and demeanor, organized, motivated, a self-starter, able to multitask, work well with others, have a strong work ethic, and communicate with clients and co-workers by telephone, e-mail, letter, and in person. This is an in-office position with office hours of Monday through Friday, 9 a.m. to 5 p.m.

Duties may include but are not limited to:

  • Supervise/Manage a list of clients on behalf of the entire department. This includes coordinating all verbal / written requests on behalf of the client as well as the firm
  • Providing daily support to attorneys and client managers
  • Generating client tax estimates, budgets, and other various reports as requested
  • Account for attorney professional and personal data
  • Execute attorney requests on a case-by-case basis
  • Personal assistant tasks
  • Maintain and organize multiple calendars and conference lines
  • Heavy research
  • Tracking appeal deadlines
  • Preparing paperwork for appeal (i.e., form, cover letter, etc.)
  • Managing our database of electronic client files
  • Answering and routing incoming phone calls
  • Processing mail and incoming correspondence
  • Appearance conscious

Requirements:

  • Bachelor's degree (Bachelor of Science or Business & Management preferred) - Candidates that do not currently hold a bachelor's degree will not be considered for this position
  • Two to four years of office and real estate experience
  • Minimum Cumulative Undergraduate GPA of 3.0 on a 4.0 scale

Desired Skills:

  • Proficient in Microsoft Office (Excel, Word, Outlook)
  • Research
  • Excel
  • Ability to multi-task and work independently in a fast-paced, team-oriented environment
  • Organized and detail-oriented
  • Self-starter
  • Strong interpersonal skills
  • Financial or accounting background preferred. Some legal experience would be helpful, but not necessary as we are willing to train
  • Substantial time management skills
  • Consistent analytical competency

The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of all essential functions, responsibilities, or requirements.

Compensation:

  • Starting Wage: $60,000
  • 120 hours of PTO after a 90-day probation period (unused hours are forfeited annually)
  • Typically, 17 plus paid holidays
  • Employee-only medical, dental, vision, and basic life premium insurance paid by the employer
  • 3% of salary employer 401k contribution after two years of employment
  • Business casual dress code with exceptions based on assigned tasks and positions
  • Team atmosphere
  • Annual reviews

A pre-employment background check is required.

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