Financial Operations Coordinator

7 days ago


Houston, Texas, United States Reddy Neumann Brown PC Full time

Reddy Neumann Brown PC, a prominent immigration law firm, is seeking a meticulous and detail-oriented accounting professional to support its financial operations. The ideal candidate will play a vital role in managing all incoming and outgoing payments with precision while providing exceptional client service.

About the Role
  • This position involves processing payments, managing client accounts, and overseeing trust funds, ensuring compliance with relevant legal regulations.
  • The successful candidate will create credit memos, issue refunds as necessary, and maintain detailed records of all payments received and applied.
Responsibilities
  • Payment Processing:
    • Process and record payments via check, ACH, wire transfer, and online payments using QuickBooks.
    • Audit payments to ensure accuracy and identify potential discrepancies.
  • Client Billing and Collections:
    • Monitor outstanding balances and initiate collection processes for unpaid invoices.
    • Track and troubleshoot payment issues, such as lost checks or payment errors.
  • Coordination with Internal Teams:
    • Collaborate with U.S. and India teams to provide feedback on invoices when necessary.
    • Assist with special projects, financial reports, and other accounting tasks as assigned.
Requirements
  • Proficiency in QuickBooks.
  • Strong attention to detail and ability to manage multiple client accounts.
  • Excellent communication skills for interacting with clients, attorneys, and legal assistants.
  • Familiarity with legal billing processes, particularly in immigration law (preferred but not required).
  • Experience managing trust accounts (IOLTA) is preferred.
  • Skilled in operating computer equipment and general office machines.
  • Proficient in Microsoft Office Products.


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