Accounting Assistant

The Jeffcoat Firm•Columbia, SC

2d•$17 - $21•Onsite

About The Position

The Jeffcoat Firm is seeking a detail-oriented and dependable Accounting Assistant to support daily accounting operations, client cost processing, bank deposits, accounts payable, and financial documentation workflows. This role is ideal for someone who is highly organized, comfortable handling checks and financial records, and able to work accurately in a fast-paced professional environment. The Accounting Assistant will work closely with the accounting team, disbursement team and firm leadership to ensure that client-related payments, deposits, invoices, and accounting records are processed efficiently, securely, and in accordance with firm procedures.

Requirements

Previous accounting, bookkeeping, administrative, or accounts payable experience preferred.
Experience with Sage, Ramp, Foundation AI, Litify (Salesforce) or similar accounting/payment platforms is a plus.
Strong attention to detail and accuracy when handling checks, deposits, invoices, and financial records.
Ability to manage confidential financial and client information with discretion.
Strong organizational and time management skills.
Comfortable working with spreadsheets and maintaining tracking logs.
Ability to communicate professionally with internal team members and banking contacts.
Reliable, proactive, and able to follow established processes consistently.
Law firm or professional services experience preferred but not required.
High degree of accuracy and accountability.
Strong follow-through and task management.
Comfortable handling repetitive, detail-heavy financial processes.
Ability to prioritize daily accounting duties in a busy office environment.
Professional written and verbal communication skills.
Working knowledge of Microsoft Excel, Outlook, and document management processes.
Ability to work independently while also collaborating with accounting, case management, and disbursement teams.

Responsibilities

Review check request queues and regularly monitor the Sage check queue.
Print checks for prepaid client cost expenses.
Match check documentation to printed checks.
Mail checks and upload supporting documentation into the appropriate client matter.
Assist with reviewing outstanding check records, including trust checks returned to the firm.
Maintain and update the insurance resolution check spreadsheet for all resolution checks received.
Color code and track checks approved for deposit.
Prepare and deliver approved insurance checks to the bank for deposit.
Return deposit receipts to the firm and attach them to deposit slip copies.
Use Foundation AI to upload insurance check deposit slips into each applicable matter in Litify.
Scan copies of trust checks and organize check scans by matter.
Enter client names and matter numbers in email subject lines before forwarding to case managers and the disbursements team.
Complete required information for attorney incentive tracking.
Assist with attorney incentive spreadsheet entries related to firm fee checks.
Input firm fee deposits into Sage.
Prepare and complete bank deposits twice daily for insurance checks, associated checks, and cash payments for defense cases.
Respond to bank verification calls regarding client disbursement checks.
Ensure deposit documentation is complete, accurate, and properly filed.
Review the Accounts Payable email inbox daily for invoices.
Save invoices in the appropriate A/P folder.
Upload invoices into Ramp.
Assist with bill payment processing twice monthly, generally on the 15th and 30th.
Manage the Sage bank feed.
Enter manual deposits into Sage as needed.
Maintain accurate records and support timely reconciliation of accounting activity.