Specific Duties and Responsibilities:
- Apply payments in accordance with firm trust accounting requirements, including proper handling of advance funds, transfers between trust and operating accounts, and compliance with ethical and client-specific guidelines Investigate and timely resolve client payment discrepancies.
- Work with clients to set up payment plans when directed.
- Set up and provide links to an online payment site for clients.
- Ask relevant questions related to client payment and billing activity.
- Assist in reconciling bank account discrepancies as needed.
Education and Work Experience Requirements:
- Associates Degree in Accounting or Business Administration (Accounting emphasis) is preferred but not required.
- Minimum of two years’ experience preferred.
Knowledge, Skills, and Abilities Requirements:
- Mathematical and analytical skills required to identify and resolve billing and payment issues.
- Interpersonal skills necessary to maintain effective relationships with members, associates, staff, clients, and business associates.
- Ability to organize and prioritize numerous tasks and responsibilities and complete them efficiently within time constraints.
- Ability to use accounting information systems, Excel, Word, and other supporting software and related equipment.