What are the responsibilities and job description for the Accounting Specialist position at Truity Partners?
A respected professional services organization in downtown Milwaukee is seeking an experienced Accounts Receivable / Accounting professional to join its accounting team on a temporary basis. This opportunity has been created to provide support during a medical leave and is expected to continue through at least the end of the year.
This role offers the chance to work alongside a collaborative, tenured accounting team in a professional environment. The ideal candidate will bring strong receivables and cash application experience, enjoy problem-solving, and be comfortable working with both internal stakeholders and external clients.
Key Responsibilities
- Process and apply client payments received via check, ACH, wire transfer, and lockbox
- Reconcile daily cash receipts and cash activity
- Research and resolve payment discrepancies, short payments, overpayments, and unapplied cash
- Communicate with clients, attorneys, and internal departments regarding payment application issues
- Handle day-to-day trust account transactions, including deposits and payment distributions
- Prepare monthly trust account balance reporting
- Calculate and post interest for client trust accounts
- Process client refunds and prepare related correspondence
- Monitor unapplied cash and aging balances
- Manage daily clearing account transactions, including deposits and payment distributions
- Assist with account reconciliations and month-end accounting activities
- Ensure compliance with internal accounting policies and procedures
Qualifications
- Prior experience in Accounts Receivable, Cash Application, Accounting, or a related financial role
- Strong attention to detail and ability to manage multiple priorities
- Comfortable researching and resolving payment discrepancies
- Strong communication skills and ability to work with various internal and external stakeholders
- Law firm experience is a plus, but not required
- Experience with Aderant or similar accounting/ERP systems is a plus
Schedule & Work Environment
- 37.5-hour work week
- Standard schedule: 8:30 AM – 5:00 PM with a one-hour lunch
- Some schedule flexibility available
- Occasional overtime may be required during peak periods
- New hires should expect to work fully on-site during training
- Potential for one remote day per week after training and demonstrated success in the role
- Parking is fully covered by the organization
Compensation
- Pay range approximately $25–$32/hour based on experience
Additional Perks
- Professional, welcoming, and team-oriented culture
- On-site fitness center available 24/7
- Multiple dining options within the building
- Frequent team lunches and employee events
- Fully stocked kitchens with coffee and fresh fruit
- Contractors are welcomed as part of the team and included in company activities
Salary : $25 - $32