Trust and Estates Billing Specialist

3 weeks ago

Boston, United States Rubin And Rudman LLP Full time

**TRUST AND ESTATES BILLING SPECIALIST**

Rubin and Rudman LLP is looking for a Billing Specialist to join our Trust and Estates Department. The Billing Specialist is responsible for processing client bills using full knowledge and understanding of accounting software, including electronic billing. The position provides assistance to attorneys and assistants to ensure accurate time and disbursement entries and completes all billing to meet established deadlines. The position provides assistance as needed to the Trust and Estates Department.

**_ RESPONSIBILITIES:_**
- Perform daily billing activities to support attorneys, and clients.
- Ensure timeliness, accuracy, and acceptance of invoices on a monthly basis.
- Maintain and update matter listing spreadsheet and client billing information.
- Generate client invoices.
- Assist attorneys and non-legal staff with billing questions.
- Work directly with clients relating to their billing guidelines, e-billing setup, and any other billing questions or issues.
- Processes various time, disbursement, and billing reports for attorneys, staff and clients.
- Maintain proficiency in accounting software (Aderant), Word and Excel, and participate in training software upgrades as related to billing functions.
- Generate client invoices, proformas and edits, create timecard summaries, update matter and timekeeper rates, and run client reports at the request of attorneys.
- Assist as needed in guiding and supporting other billing staff once trained and qualified.
- Other duties as assigned.

**_ KNOWLEDGE, SKILLS AND ABILITIES:_**
- Minimum of 1-2 years billing experience in a law firm, consulting or professional services organization required.
- Bachelor’s degree preferred, or equivalent work experience.
- Intermediate to advanced Microsoft Office (Word, Excel, and Outlook)
- Exceptional organizational skills, follow-up skills, and high attention to detail.
- Excellent written and oral communication skills.
- Ability to juggle/manage multiple tasks/projects in a fast-paced environment, often under strict deadlines.
- Participate in a team environment.
- Committed to high quality customer service (internal and external).
- Consistent attendance and reliability.
- Aderant or Elite experience preferred.
- Experience with electronic billing and electronic billing vendors
- Able to preserve confidentiality and exercise discretion

**Qualified applicants must be able to complete essential duties and responsibilities with or without reasonable accommodation(s).**:

- Rubin and Rudman is an equal opportunity employer. All applicants will be considered for employment without attention to _sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law._

  • Estate and Trust Paralegal

    3 weeks ago

    Boston, United States Devana Group - Recruitment and Business Solutions Full time

    The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration, probate, family law and fiduciary accounting in a manner that ensures that we're successful meets its objective of distinguishing itself through exceptional service....

  • Estate and Trust Paralegal

    1 month ago

    Boston, United States Devana Group - Recruitment and Business Solutions Full time

    The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration, probate, family law and fiduciary accounting in a manner that ensures that we're successful meets its objective of distinguishing itself through exceptional service....

  • Estate and Trust Paralegal

    4 weeks ago

    Boston, United States Devana Group - Recruitment and Business Solutions Full time

    The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration, probate, family law and fiduciary accounting in a manner that ensures that we're successful meets its objective of distinguishing itself through exceptional service....

  • Trust and Estate Associate Attorney

    2 weeks ago

    Boston, Massachusetts, United States gpac Full time

    Trust and Estate Associate Attorney Boston, Massachusetts Position Overview: We are seeking an experienced Trust and Estate Associate Attorney to join our team in Boston, Massachusetts. The ideal candidate will have 3-5 years of experience in trust and estate law. Responsibilities: Manage a caseload of trust and estate matters, including estate planning,...

  • Trust & Estates Staff Attorney

    1 month ago

    Boston, United States Hiring Committee LLC Full time

    Our client, a well-regarded regional law firm seeks a staff associate attorney for their growing Trust and Estates Planning practice. This is a fantastic flexible opportunity for an associate with 5 plus years' of Trust & Estates experience. Successful candidate will have excellent drafting skills, be a self-starter, and a collaborative colleague. Prior...

  • Trust & Estates Staff Attorney

    4 weeks ago

    Boston, United States Hiring Committee LLC Full time

    Our client, a well-regarded regional law firm seeks a staff associate attorney for their growing Trust and Estates Planning practice. This is a fantastic flexible opportunity for an associate with 5 plus years' of Trust & Estates experience. Successful candidate will have excellent drafting skills, be a self-starter, and a collaborative colleague. Prior...

  • Trust Advisor

    2 weeks ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    2 days ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    5 days ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Tax Senior

    3 days ago

    Boston, United States Mazars Group Full time

    Responsible for the overall planning and execution of client tax engagements. Supervise other Tax staff assigned to Estate, Gift and Fiduciary client tax engagements. Preparation of complex estate (Form 706), gift (Form 709), and fiduciary income (Fo Tax, Senior, Estate, Trust, Accounting, Technology

  • Trust & Estate Administrator

    2 weeks ago

    Boston, United States Fanning Personnel Full time

    Trust & Estate Planning Administrator opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may...

  • Trust & Estate Administrator

    2 days ago

    Boston, United States Fanning Personnel Full time

    Trust & Estate Planning Administrator opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may...

  • Trust & Estate Administrator

    2 weeks ago

    Boston, United States Fanning Personnel Full time

    Trust & Estate Planning Administrator opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may...

  • Trust and Estates Associate Attorney in Boston

    2 days ago

    Boston, Massachusetts, United States gpac Full time

    Job Title: Trust and Estate Associate AttorneyLocation: Boston, MassachusettsPosition Overview: We are seeking an experienced Trust and Estate Associate Attorney to join our esteemed team in Boston, Massachusetts. The ideal candidate will possess 3-5 years of demonstrated expertise in trust and estate law, coupled with a passion for providing exceptional...

  • Estate Planning Associate

    1 week ago

    Boston, United States Tandym Group Full time

    A boutique law firm in Boston is looking for a mid-level Associate to join their growing Estate Planning team.Responsibilities:The Estate Planning Associate will be responsible for assisting with:ProbateTrust and estate administrationEstate and gift tax return preparationDrafting basic estate planning documentsPerforming other duties, as...

  • Estate Planning Associate

    2 days ago

    Boston, United States Tandym Group Full time

    A boutique law firm in Boston is looking for a mid-level Associate to join their growing Estate Planning team.Responsibilities:The Estate Planning Associate will be responsible for assisting with:ProbateTrust and estate administrationEstate and gift tax return preparationDrafting basic estate planning documentsPerforming other duties, as...

  • Senior Trust Officer

    1 week ago

    Boston, Massachusetts, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Legal Billing Specialist

    2 weeks ago

    Boston, United States The LaSalle Group Full time

    LaSalle Network is partnered with a global law firm, who are looking to add a Legal Billing Specialist full-time to their Boston office! The Legal Billing Specialist will prepare bills and invoices supporting around 15-20 attorneys. Enjoy a hybrid work schedule and opportunities for professional growth and advancement. Legal Billing Specialist Duties &...

  • Legal Billing Specialist

    2 weeks ago

    Boston, United States Roessel Joy Full time

    Job Description Client Billing Specialist - Legal Industry - $55K - $57K Roessel Joy has partnered with a longstanding Law Firm in Boston, MA who is seeking to bring on a Client Billing Specialist to join their team. The ideal candidate for this position is someone with billing experience coming out of a professional setting Responsibilities of the role: ...

  • Billing Specialist

    2 weeks ago

    Boston, United States LHH Full time

    LHH is working on behalf of our fantastic client in Boston, Massachusetts who has an immediate Billing Specialist staffing need. The ideal candidate has previous legal billing experience smaller law firm, and is comfortable communicating with people at all levels of the firm. The strong preference is to have a candidate with comparable law firm experience...