Data Entry & Payment Processing Clerk (Temporary)

MCMAHON, MARTINE & GALLAGHER • New York, NY

1d

About The Position

The person in this role must be a team player, highly organized, detail-oriented, and possess strong analytical and problem-solving skills. This role will be directly supervised by the Billing and Operations Manager, and Managing Partner.

Requirements

• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite, particularly Excel
• Strong data entry experience with high accuracy
• Ability to work with financial data, reconcile accounts, and identify discrepancies
• Excellent interpersonal skills and ability to collaborate across departments
• Ability to handle confidential financial information with discretion, professionalism, and integrity
• Exceptional attention to detail and organizational skills
• Ability to manage repetitive tasks while maintaining accuracy and efficiency
• Ability to multitask, learn new systems quickly, and work independently in a fast-paced environment

Nice To Haves

• Experience working with billing, accounting, or legal billing software.
• Prior experience in a law firm, professional services environment, or accounts receivable role
• Familiarity with legal billing platforms and client trust accounting principles is a plus

Responsibilities

• Process and accurately allocate client payments, including checks, ACH transfers, wire payments, and credit card transactions, within the firm's legal billing platform
• Reconcile daily payment activity and ensure all funds are properly applied to client accounts and outstanding invoices
• Review payment details for accuracy and investigate discrepancies, unapplied funds, overpayments, and short payments
• Coordinate with billing and accounting staff to obtain payment clarifications and resolve account issues
• Maintain accurate records of all payment allocations and supporting documentation
• Generate and review payment reports and reconciliation summaries as needed
• Assist with month-end billing and accounting processes related to client payments and accounts receivable
• Identify and communicate critical follow-ups, discrepancies, and payment-related issues to appropriate team members
• Perform additional duties and special projects as assigned

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed