Legal Billing Specialist

Oconee Law Firm Is a boutique law firm with an excellent reputation focusing on Elder Care, Special Needs Planning, Probate and Trust & Estate Law. Therefore, extreme confidentiality is necessary. We care deeply about our clients, we work hard for them, and we strive to exceed their expectations. The right candidate will embody this mission and set the stage for our client’s expectation of excellence.

Responsibilities

Weekly Tasks

• Process A/P and A/R (for clients and monthly office expenditures)
• Reconcile client appointments with time entries and document fees
• Prepare weekly billing report with billable hours collected from attorney(s) and staff and invoice clients as approved by managing partner
• Confirm that all fees paid on behalf of a client are entered into client’s EXPENSES in CLIO (Filing Fees, Deed recording fees, and Federal Express Delivery Fees, etc.)
• Email outstanding invoices to clients
• A/R collections
• Review IOLTA (trust) funds to pending time entries/unfiled work; Alert managing attorney if more funds are needed.
• Apply IOLTA (trust) funds to invoices (billable time entries and document fees); Request additional funds as per managing attorney
• Prepare report advising managing attorney of IOLTA funds that need to be transferred to Operating account when EST PLN drafts are sent; confirm all document fees are billed and collected

Monthly Tasks

• Review GSCCCA for filing fees to bill to clients
• Review credit card statements for filing fees to bill to clients
• Reconcile outstanding checks
• Reconcile credit card expenditures and client invoices
• Invoice clients for all time entries from that month

Administrative Tasks

• Back up receptionist
• Other duties as assigned

Core Competencies

• Ability to multi-task and prioritize work
• Excellent attention to detail
• Professional demeanor and appearance
• Must be punctual, efficient, and hard-working, with a positive attitude
• Ability to function well in a fast paced environment
• Ability to maintain confidentiality, exercise discretion and good judgment

Minimum Qualifications

• H.S. diploma five years’ related experience in a similar role, OR
• Preferred Associate's (A.A.) degree related field with three years’ experience and/or training; or equivalent combination of education and experience
• Proficiency in MS Word, Excel and Outlook; Preferred QuickBooks online knowledge
• Clean background check
• Reliable transportation
• Available to work full time in our office in downtown Watkinsville
• Preferred: up to date on annual vaccinations (Flu, Covid, etc.) due to work with high-risk elderly clients

Competitive hourly wage offering benefits such as health insurance, Simple IRA match and PTO and 23 paid holidays per year.