Settlement Coordinator - Referral Fees
New
M
Meirowitz & Wasserberg, LLPPersonal injury law
Remote (United States)Full-TimeJunior
Salary75,000 - 85,000 USD per year
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Job Details
- Experience
- 2+ years of experience in bookkeeping
- Required Skills
- Microsoft ExcelBookkeepingQuickBooks
Requirements
- Hold a bachelor’s degree in Finance, Accounting, or a related field.
- Have 2+ years of bookkeeping experience; law firm or legal services experience is preferred.
- Have advanced Excel knowledge, including pivot tables, VLOOKUPs, and advanced formulas.
- Have at least 2 years of basic QuickBooks knowledge.
- Experience using Smart Advocate is a plus.
- Knowledge of personal injury law firm processes and related financial processes is a plus.
Responsibilities
- Process and record settlements involving complex fee divisions, expenses, and multiple liens within short turnaround periods.
- Work with Finance team management to support accurate reporting of the firm’s IOLTA accounts in various jurisdictions.
- Coordinate with the firm’s primary financial institution and track case lines of credit.
- Review and approve invoices, create expense reports, and process reimbursements.
- Deposit and issue checks.
- Pay and record firm operating costs, including rent and utilities, in QuickBooks.
- Calculate and track attorney fees, including referral fees.
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