Billing and Trust Account Specialist

Koley Jessen P.C., L.L.O•Omaha, NE

12d

About The Position

Koley Jessen is a dynamic law firm powered by dynamic people. The firm is seeking a detail-oriented and highly organized Billing and Trust Account Specialist to join our accounting team.

Requirements

Understanding of and experience working with law firm trust accounts.
Associate’s Degree in Accounting or related field, or equivalent combination of education and experience.
Advanced knowledge of Microsoft Office Suite (Outlook, Excel, Word) and experience working with billing/accounting systems.
Exceptional organizational skills with the ability to manage multiple tasks, maintain data integrity, and meet tight deadlines under minimal supervision.
Strong verbal and written communication skills, including the ability to convey complex billing information clearly, professionally, and courteously to both clients and colleagues.
A resourceful mindset with the ability to identify and address billing issues proactively, apply sound judgment, and provide effective solutions.

Nice To Haves

Familiarity with legal billing software is a plus.

Responsibilities

Daily administration, reconciliation, and compliance oversight of client trust accounts in accordance with firm policies and applicable legal regulations.
Prepare, review, and finalize all client invoices, including receiving and processing proformas, ensuring accuracy, completeness, and compliance with client billing guidelines.
Collaborate closely with clients, legal administrative assistants, attorneys, and other internal teams to address billing-related inquiries, resolve discrepancies, and clarify billing requirements.
Maintain accurate billing records, perform routine quality control checks, and generate billing and accounts receivable reports for internal review.
Utilize Microsoft Office applications along with specialized billing and accounting software to streamline processes, enhance efficiency, and improve data accuracy.
Identify opportunities for process improvement within the billing cycle, recommending and implementing best practices to reduce errors, expedite turnaround times, and enhance the client experience.
Uphold firm policies, industry regulations, and professional standards throughout the billing process, ensuring all financial transactions are conducted ethically and securely.