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Client Financial Services Specialist

2 months ago

Miamisburg, Ohio, United States Wilmerhale Full time
About This Role

We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at WilmerHale. As a key member of our finance department, you will play a critical role in maintaining the integrity of client and matter financial data.

Key Responsibilities:

  • Maintain Elite 3E Client and Matter Maintenance Records, including coding, set-up, and notes related to pricing arrangements, and attorney responsibility changes.
  • Review and complete Elite 3E set-ups of confirmed pricing arrangements as part of the firm's annual Rate Increase Notification/Negotiation process.
  • Monitor New Business Intake system, process forms, and complete set-up for all standard pricing arrangements.
  • Review QuickLaunch engagement letters for pricing set-up as part of the New Business Intake process, escalating non-standard arrangements for review as necessary.
  • Monitor Client-Matter Setups mailbox to ensure requests are handled on a timely basis.
  • Provide administrative and organizational support to the department as necessary.

Requirements:

  • Strong organizational skills and ability to multitask.
  • Strong communication skills - oral and written.
  • Demonstrated ability to effectively use PC-based and on-line technology, spreadsheet, database, and presentation software.
  • Excellent interpersonal skills, as necessary to work effectively with people at all levels both internally and externally.

Qualifications:

  • High school diploma required. BA/BS preferred.
  • Minimum two years' office experience required; professional services or legal industry preferred. Relevant education may be considered in lieu of experience.