Financial Transaction Coordinator

4 days ago


Roseland, New Jersey, United States MCMANIMON SCOTLAND & BAUMANN LLC Full time

Key Responsibilities

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The ideal candidate will have advanced knowledge of legal billing workflow, cash application, and online banking functions. They will also possess strong communication skills, excellent computer proficiency, and the ability to multitask in a fast-paced environment. Key responsibilities include:

  • Managing legal billing workflow, including preparation of proformas, attorney time & cost edits transfers, execution of bills, LEEDs (electronic billing), scanning, and mailing.
  • Month-end bill production and distribution.
  • Cash application, including invoice look-up and discovery, check/wire remittance scanning into accounting system, and daily online bank deposits.
  • Daily review and annotation of bank history reports for transaction completeness and fraud review.
  • Knowledge of trust accounting, especially retainer drawdowns, including billing and pre-petition bankruptcy emergent requests.
  • Multitasking and answering client or attorney requests related to billing inquiries, including invoice re-production, client balances (WIP/AR) OPRA audits, and Purchase Orders.
  • Experience with professional accounting software (SurePoint preferred).

Requirements

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The ideal candidate will have a Bachelor's degree in Accounting or a related field, with 3-5 years' experience in the legal field. Strong knowledge of online banking functions, receipt posting, and disbursements is essential. Excellent communication skills, both written and verbal, are required.


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