Financial Associate

Cozen O'Connor • Philadelphia, PA

1d • $55,000 - $60,000 • Hybrid

About The Position

The Financial Associate works within the Escrow Department at Cozen O’Connor’s Philadelphia office. The role processes escrow and trust account transactions, monitors accounts through online banking, supports reconciliations, and responds to attorneys’ and staff members’ inquiries. The position follows a hybrid schedule of three days in the office and two days working from home.

Requirements

• Ability to work in a detail-oriented environment.
• Proficiency in MS Excel and MS Outlook.
• Strong analytical and communication skills, initiative, and accuracy.
• Ability to be proactive, work well as part of a team, operate under pressure, and work in a fast-paced environment.
• Customer-service orientation and a professional demeanor.
• Flexibility to work a minimal amount of overtime when needed.

Nice To Haves

• A bachelor’s degree in Accounting or Finance is a plus, but is not required.
• Prior law firm experience and working knowledge of Aderant Expert are major pluses.

Responsibilities

• Accurately and promptly process escrow and trust account transactions, including recording Trust receipts and preparing Trust disbursements.
• Monitor and manage escrow and trust accounts through online banking websites.
• Assist with weekly and monthly reconciliations to ensure proper handling of trust funds.
• Provide customer service to the Firm’s attorneys and staff regarding escrow and trust account inquiries and transactions.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed