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Financial Legal Assistant

2 months ago


Frisco, Texas, United States Law Office of Adriane S. Grace, PLLC Full time
Job Overview

We are looking for a dedicated full-time, in-office Financial Legal Assistant to become a vital part of our legal team. In this role, you will be responsible for managing financial operations, including billing, accounts receivable, and financial reporting, while also providing essential administrative support to our office.

What We Provide:

  • A cooperative and encouraging work atmosphere.
  • Opportunities for career advancement and skill development.
  • The opportunity to play a key role in the success of a vibrant team.

Benefits:

Comprehensive health insurance, disability coverage, a hospital indemnity plan, 401K contributions, paid time off, and recognized holidays.

Compensation:

$25-$28 per hour, commensurate with experience and education.

Key Responsibilities:

Financial Oversight:

  • Overseeing accounts payable and receivable processes, including invoicing and payment processing.
  • Assisting with budgeting, forecasting, and financial planning.
  • Preparing and maintaining financial records, reports, and statements.
  • Processing invoices, payments, and reimbursements accurately and in a timely manner.
  • Reconciling bank statements and monitoring accounts for accuracy.
  • Coordinating with vendors for office supplies and equipment management as necessary.
  • Ensuring precise reconciliation of accounts through general data entry tasks.
  • Assisting in analyzing billing metrics and preparing reports promptly.
  • Supporting payroll processing and maintaining related documentation.

Administrative Assistance:

  • Providing administrative support by managing correspondence, scheduling appointments, and organizing office events efficiently.
  • Handling confidential and sensitive information with care.
  • Maintaining organized and current client files and records.
  • Entering and updating data in accounting software and databases.
  • Generating reports to aid in decision-making.
  • Assisting with notarizing and witnessing clients' legal documents.
Qualifications:
  • An Associate's degree in Finance, Accounting, Business Administration, or a related field is required, or equivalent experience.
  • Proficiency in Quickbooks, Microsoft Office Suite, Google Workspace, and familiarity with Apple Computer Products.

Skills:

  • Strong understanding of financial and accounting principles.
  • Excellent organizational and time management abilities.
  • Attention to detail and accuracy in financial record-keeping.
  • The capability to prioritize tasks and work independently is essential for success in this role.
  • Ability to manage sensitive information with confidentiality.
  • Previous experience in finance and office administration is preferred.
About Our Firm

At the Law Office of Adriane S. Grace, PLLC, we are committed to helping clients create meaningful legacies with confidence and grace. Whether assisting clients in drafting a Will and Trust or guiding them through the complexities following the death or disability of a loved one, our firm's experienced legal counsel is a trusted resource.

We understand that legacy planning extends beyond merely drafting legal documents and making court appearances. Listening to our clients' stories is essential in developing a legal strategy tailored to their unique goals. When clients feel heard, they gain the confidence to navigate challenging times, such as the loss of a loved one or a disabling illness.