Matter Management Coordinator

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Matter Management Coordinator
The candidate will financial Coordination including the monitoring of fees and other key financial metrics, regular updates to client on fees and disbursements, and review of fee-earner narratives to ensure they are consistent with agreed client format. Produce monthly invoices and coordinate production of narratives. Process time entries and address movement requests. Process third party invoices. Improve speed and accuracy of billing practices and cost recovery. Maintain bill trackers throughout the billing process. Transmit invoices and liaise with clients and partners to address invoice related queries. Assist with credit control tasks and debt management. Produce credits and discounts as required. Provide support to the development of fee proposals and matter management frameworks. Complete billing tasks outside of the billing period, which includes ensuring that billable matters are fully opened, transferring time to correct files (on request), checking tax exemption, and that charge out rates and currencies are correct where applicable. Generate regular reports to partners to ensure residual balances are addressed in accordance with all internal and statutory finance rules and regulations. Assist with financial housekeeping, including prompt closure of completed and inactive matters, some aspects of general accounting, and research of financial information. Process New Business Intake (NBI) requests, including obtaining all required information to complete risk based assessments for all new matters. Submit conflict check requests to the Risk team and follow-up any requirements for further information. Identification of KYC (know your client) requirements in respect of NBIs to include completing anti-money laundering due diligence paperwork including requesting and obtaining correct documentation to ensure matters can be opened promptly. Additional responsibilities as assigned. High School Diploma degree is required, Bachelor's degree is preferred. Should have 2+ years of relevant administrative and/or finance related experience, preferably in a professional services environment.

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