Retainer Specialist
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. The following set of success factors describe the characteristics of those who are successful in our Firm: Helpful, Congenial, Personable, Positive, Unpretentious, Approachable, Respectful, Team Oriented, Accountable, Takes Ownership, Corrects Mistakes, Organized, Timely, Confidential, Responsive (within 24 hours).
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
- Bachelors’ Degree preferred (Business, Accounting, or Finance)
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
