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Financial Administrator for Trust and Accounts

2 months ago

Walnut Creek, California, United States Berding & Weil LLP Full time
Position Overview

Job Title: Accounts Receivable and Trust Administrator

Location: Walnut Creek, CA

Company: Berding & Weil LLP

Employment Type: Full-Time

About the Firm:
Berding & Weil LLP is a prominent legal practice focusing on construction defect cases and corporate counsel for homeowners' associations. We are currently in search of a proficient Accounts Receivable and Trust Administrator to enhance our team. The successful candidate will possess a robust accounting background, particularly within a legal setting, and have experience managing contingency cases.

Key Responsibilities:

  • Management of Trust Accounts: Ensure proper oversight and administration of the firm's trust accounts, adhering to all legal and ethical standards.
  • Reconciliation of Contingency Settlements: Manage the financial reconciliation process for settlements related to contingency cases, ensuring compliance and accuracy.
  • General Excise Tax Administration: Oversee GET obligations for operations based in Hawaii.
  • Monthly Bank Account Reconciliation: Execute comprehensive monthly reconciliations of the firm's financial accounts.
  • End-of-Month and Year-End Closing: Support the closing of financial records at the conclusion of each month and year.
  • Financial Reporting: Prepare and maintain essential financial statements, reports, and documentation.
  • Client Financial Communication: Engage with clients regarding financial aspects related to their accounts and cases.

Additional Responsibilities:

  • Daily Cash Management: Assist in the recording and reconciliation of daily cash transactions.
  • Client Billing Support: Facilitate all stages of the client billing process, including electronic billing for insurance-related matters.
  • Accounts Receivable Support: Address inquiries from both staff and clients concerning accounts receivable.
  • Attorney Rate Structure Management: Aid in the establishment and oversight of attorney rate structures.

Qualifications:

  • Experience: A minimum of 2 years in an accounting-related role, with prior experience in a legal environment preferred.
  • Skills:
    • Exceptional communication and interpersonal abilities
    • Meticulous attention to detail and accuracy
    • High level of confidentiality and trustworthiness
    • Strong mathematical skills and financial data handling
    • Proficiency in Office 365 applications
    • Familiarity with Surepoint/LMS systems

Why Work with Us?

At Berding & Weil LLP, we prioritize our employees and foster a collaborative and supportive workplace culture. This role presents an excellent opportunity for professionals seeking to advance their careers within a respected legal firm.