Financial Services Coordinator

3 days ago


Albany, New York, United States The Colwell Law Group Full time
Job Overview

The Colwell Law Group is a dynamic and rapidly growing law firm with multiple locations in the Albany, Saratoga, and Syracuse areas of New York. We specialize in helping individuals and families navigate divorce and child custody disputes.

We are seeking a skilled Financial Services Coordinator to manage the financial aspects of client accounts. The ideal candidate will be responsible for generating and sending invoices, tracking payments, and following up on outstanding balances. This role also involves managing inquiries regarding billing matters from clients and internal staff, reconciling accounts, and escalating issues with delinquent accounts when necessary.

This is a full-time position that requires regular travel to local courthouses and client meetings. The successful candidate will have excellent communication skills and be able to work effectively with attorneys and other team members.

About the Role
  • Generate and send client invoices on a weekly basis.
  • Review accounts receivable reports and collect payments for open invoices.
  • Collaborate with attorneys to ensure sufficient funds are available for upcoming legal services.
  • Reconcile and post client payments from credit card processing systems.
  • Answer client phone calls and emails related to invoicing and payments.
  • Update client notes in the practice management system with collection attempts and internal directives.
  • Post customer payments by recording cash, checks, and credit.
  • Resolve collections by examining payment plans, histories, and credit lines.
  • Summarize receivables by maintaining accounts, coordinating with the legal and finance departments, and preparing relevant reports.


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