Settlement Distribution Coordinator - Referral Fees

Meirowitz & Wasserberg, LLP•New York, NY

88d•$75,000 - $85,000

About The Position

Meirowitz & Wasserberg, LLP, a trial law firm representing injured people, is seeking a detail-oriented Settlement Distribution Coordinator to join its growing Finance team. This role is suited to an organized junior finance professional who can manage the firm’s settlement distributions and contribute to the team’s growth and success. The coordinator processes settlements involving complex fee divisions, expenses, and multiple liens, and supports accurate reporting of the firm’s IOLTA accounts across various jurisdictions. The role also works with the firm’s primary financial institution, tracks case lines of credit, manages invoices and expense reports, processes reimbursements, deposits and issues checks, records operating costs in QuickBooks, and calculates and tracks attorney fees, including referral fees.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
At least 2 years of bookkeeping experience, preferably within 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

Accurately 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 the firm’s operating costs, such as rent and utilities, in QuickBooks.
Calculate and track attorney fees, including referral fees.