Settlement Coordinator - Referral Fees

Meirowitz & Wasserberg, LLP•New York, NY

6d•$75,000 - $85,000

About The Position

Meirowitz & Wasserberg, LLP, a trial law firm representing injured people, is seeking a Settlement Coordinator to join its Finance team. This role handles settlement distributions and related financial operations, including settlements with complex fee divisions, expenses, and multiple liens. The position is suited to an organized, detail-oriented junior finance professional who can work accurately under short turnaround periods.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
At least 2 years of bookkeeping experience, preferably in a law firm or legal services environment.
Advanced Excel knowledge, including pivot tables, VLOOKUPs, and advanced formulas.
At least 2 years of basic QuickBooks knowledge.

Nice To Haves

Experience using Smart Advocate.
Knowledge of personal injury law firm processes and related financial processes.

Responsibilities

Process and record settlements involving complex fee divisions, expenses, and multiple liens within short turnaround periods.
Work with Finance team management to ensure accurate reporting of the firm’s IOLTA accounts in various jurisdictions.
Work with the firm’s primary financial institution and track case lines of credit.
Review and approve invoices, create expense reports, process reimbursements, and deposit and issue checks.
Pay and record firm operating costs, such as rent and utilities, in QuickBooks.
Calculate and track attorney fees, including referral fees.