Financial Transactions Manager

3 weeks ago


Ft Pierce, Florida, United States E. Clayton Yates, P.A. Full time

Our law office, E. Clayton Yates, P.A., is seeking a skilled Financial Transactions Manager to join our team. This role involves managing the firm's invoicing processes and daily financial transactions using CLIO software. The successful candidate will be responsible for creating, managing, and processing client invoices with accuracy and timeliness.

Job Description:
  • Invoicing and Financial Transactions: Utilize CLIO software and QuickBooks to create, manage, and process client invoices, ensuring accuracy and timely delivery.
  • Trust Account Management: Reconcile and manage client trust accounts within CLIO and QuickBooks, maintaining proper documentation and compliance with ethical guidelines.

The ideal candidate will have an Associate or Bachelor's degree in Accounting, Finance, Business Administration, or a related field, with at least 3 years of bookkeeping experience, preferably in a law office or professional services environment. Strong proficiency in CLIO software and QuickBooks is preferred. Excellent written and verbal communication skills are also essential.

Benefits:
  • Competitive Salary: We offer a competitive salary ranging from $55,000 to $70,000 per year, depending on experience.
  • Ongoing Training and Support: Regular training and support to enhance your skills and knowledge in financial management.


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