- Manage a portfolio of client matters, ensuring accurate billing, collections, trust balances, and account activity.
- Monitor accounts to identify outstanding balances and upcoming financial needs.
- Partner closely with attorneys and paralegals to communicate account status and resolve financial matters.
- Proactively communicate with clients by phone, email, and text regarding billing, payments, and account concerns.
- Take ownership of assigned tasks from start to finish using firm systems.
- Maintain precise, audit-ready documentation while ensuring confidentiality.
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