Financial Operations Assistant

Lundy Law•Philadelphia, PA

5d•$50,000 - $65,000•Onsite

About The Position

Lundy Law is seeking a detail-driven, client-focused Financial Operations Assistant to carry settled cases from the point terms are reached through to disbursement, across a high-volume, tri-state personal-injury and workers’ compensation practice. The role prepares and sends releases to clients for signature, works directly with clients to get them explained, signed, and returned, transmits executed releases to carriers, runs child-support searches, drafts distribution sheets and routes them for electronic signature, follows up on settlement papers and recovery checks, and verifies and mails settlement, med-pay, lien, and trust checks. Because it is in regular direct contact with clients at the stage where they are waiting on their money, this is as much a client-service role as a financial-operations one, and it touches nearly every case the firm resolves.

Requirements

Bachelor’s degree.
Customer-service experience, ideally in a role with regular direct client or customer contact by phone and email.
Ability to explain settlement documents in plain language, and to recognize the line between explaining a document and giving legal advice.
High attention to detail in high-volume, deadline-driven work, including verifying payees and amounts before funds go out.
Ability to learn case-management software, electronic-signature tools, and spreadsheets.
Discretion with confidential client, medical, and financial information.

Nice To Haves

IOLTA familiarity; exposure to medical, health-insurance, and workers’ compensation subrogation liens.
Experience running child-support or other lien searches through state portals.
Experience with DocuSign, Adobe Sign, or a comparable e-signature platform.
Litify or a comparable practice-management platform; working knowledge of PA / NJ / DE personal-injury or workers’ compensation practice.

Responsibilities

Prepare and send releases and settlement documents to clients for signature, confirming each package is complete and matched to the correct matter.
Serve as the client’s day-to-day contact through closeout. Explain each document and what happens next, answer questions on timing and net recovery, return calls and emails promptly, and follow up until signed documents are returned.
Log signed releases and other documents received from clients and update the matter status on receipt so the file keeps moving.
Send executed releases to the insurance carrier and update case status and documentation.
Run child-support searches through the applicable state portals and record the results before funds are disbursed.
Draft distribution sheets covering gross recovery, attorney fees, advanced case costs, liens, and client net recovery, then route them for electronic signature to clients and in-house attorneys.
Follow up with carriers, defense counsel, and internal desks on outstanding settlement papers and recovery checks.
Verify payee, amount, and matter on settlement, med-pay, lien, and trust checks, then mail them to clients, medical providers, lienholders, and carriers.
Coordinate with the distribution, trust-accounts, case-cost, and lien desks so costs and liens are accounted for before disbursement; keep financial and status data current and audit-ready; and manage a high volume of concurrent closeouts across Pennsylvania, New Jersey, and Delaware.
Provide backup and support to the finance team as needed, including cross-coverage during absences and peak periods, and other duties as assigned to support department operations.