V107- Billing Assistant I
About The Position
We are looking for a Legal Billing Assistant to join our Finance team. This role is ideal for someone who thrives in a structured environment, enjoys working with numbers, and values accuracy and professionalism in client interactions. You will play a vital role in managing billing processes, preparing invoices, and maintaining client financial records, all while ensuring clear and respectful communication with clients about their account status. The right candidate will be detail-oriented, proactive, and collaborative, with the ability to balance independent tasks and teamwork. This position offers the opportunity to contribute meaningfully to the financial health of the organization while supporting both Business and Litigation teams.
Requirements
- 2-3 years of experience in a Billing position
- Experienced working with Excel
- Proficiency with invoicing and billing software
- Familiarity with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Experience with communication platforms such as Zoom and Slack
- Detail-oriented
- Strong organizational skills
- Excellent written and verbal communication in English and Spanish
- Ability to multitask and prioritize effectively
- Self-motivated and proactive
- Team player with collaborative mindset
- Adaptable to changing priorities
- Problem-solving skills
- Time management expertise
- Professional demeanor
Responsibilities
- Support finance teammates with pending tasks when they are unavailable
- Prepare daily collection calls list to follow up on aging balances and account replenishments
- Maintain master file of all client contact attempts
- Draft and send balance reminder emails for outstanding balances
- Generate and distribute weekly client aging reports for Business and Litigation teams
- Collaborate with Finance Chair and team to stay current with client changes and preferences
- Conduct client calls with professionalism and maintain logs for each call
- Prepare invoices and email statements to clients
- Implement client credits and adjustments; move funds between matters when applicable
- Prepare and revise pre-bills; upload time entries for invoicing software
- Manage cost requests from legal teams by contacting clients and notifying teams upon payment
- Update payments received daily on Financial Dashboard
- Provide client financial status and Trust balances to legal team as needed
- Attend weekly Finance department meetings and firmwide meetings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
