Retainer Specialist

Freeman, Mathis & Gary Law • Atlanta, GA

6d • Onsite

About The Position

Freeman Mathis and Gary, LLP is a rapidly growing, national specialty litigation firm seeking an Retainer Specialist to join our Atlanta office. The Retainer Specialist role will be responsible for the tracking and collection of client retainers. The position prepares and maintains financial records to track the organization’s retainers and ensures timely accountability of the process.

Requirements

• Experience with Microsoft Office Suite, specifically Excel, Word & Outlook.
• Works accurately and displays a high attention to detail
• Ability to maintain a high level of confidentiality and adherence to high level of security standards

Nice To Haves

• OneDrive, Teams & SharePoint are highly desirable
• Law Firm experience a plus, working knowledge of the legal collections processes preferred

Responsibilities

• Perform basic accounting processes and review account activity
• Reconciliation of client-matters
• Manage and Monitor Trust account activity including issuing settlement checks, refund trust, unapplied cash, and retainers
• Prepare regular and ad hoc monthly reports
• Stay up to date on AR processes
• Communicates updates on retainers to the Client Funds Manager, attorneys, and clients
• Serves as the point person for retainers
• Assist with special projects and additional duties as assigned.

Benefits

• Competitive compensation
• Opportunity for growth and advancement within the firm
• Speaking and Writing Opportunities
• Comprehensive benefits package, including medical, dental, and vision
• Bar expenses paid by the firm
• HSA and FSA plans available for employees and dependents
• Generous PTO policy
• 401K plan including a 3% Employer Safe Harbor contribution
• Firm paid life insurance and long-term disability
• Employee Assistance Program
• Year-end bonuses and referral fee programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level