Location
Newport Beach, CA, United States
Posted on
Nov 30, 2022
Profile
Billing clerk
The candidate will keep track of and enter time spent on activities contemporaneously with performance of the activity. Prepare client invoices and statements with a high degree of accuracy, which involves retrieving prior client communications and summarizing the same into invoice entries andwriting and editing invoice entries. Prepare billing reports on a weekly basis (or as necessary). Record and maintain client expenses/costs advanced by the firm, reimbursements, and payments. Receive and process payments and prepare transfers from Attorney-Client Trust Accounts tothe Operating Account. Communicate with clients to collect on invoices, answer billing questions, resolve concerns,and establish payment plans. Send invoices and statements to clients through various channels (mail, e-mail, etc.). Manage client account balances to determine outstanding invoices and other inconsistencies. Open new client files, assign case numbers, and maintain new client log. Reconcile client accounts in QuickBooks, and other software. Perform other miscellaneous general office tasks as assigned. Should have strong administrative and multi-tasking skills and be extremely detail orientedand organized. Must be proficient working with Microsoft Word and Excel, various computer programs, databases, and software (working knowledge of Quickbooks and/or Actionstep is a huge plus!). Should have outstanding written and verbal communication skills – bilingual in English and Spanish is a plus. Should provide exceptional customer service. Should have superior time and priority management skills and are able to work in a fast-paced environment. Should have excellent math ability.
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