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State Bar of Texas · 5 months ago

IOLTA Administrator

Austin, TX

Full-time

Onsite

New Grad, Entry Level

The State Bar of Texas is seeking an IOLTA Administrator to support the Texas IOLTA Program database management system. The role involves managing financial data from attorneys and banks, ensuring compliance, and providing administrative support for the program.

Association

Responsibilities

Receive, analyze, track and compile detailed financial data monthly and quarterly for over 36,000 accounts from more than 400 bank reports and ensure the accurate import and posting of data into the IOLTA database management system. Ensure reports are received timely. Examine bank reports for accuracy and completeness of computation, interest rate, and interest payment. Contact banks to resolve discrepancies in bank reports. Reconcile monthly/quarterly IOLTA payments received with bank reports and investigate and resolve any differences

Manage and coordinate the annual IOLTA compliance verification process for attorneys and law firms. This includes multi-stage, multi-format communication and response steps, both digital and analog; arranging and managing third-party mailing process, and ensuring attorney compliance status is updated timely in the database management system

Handle a large volume of general inquiries regarding the IOLTA Program from financial institutions and attorneys. This includes responding to calls and emails, providing technical expertise, and suggesting corrective action to banks. Also responding to calls and emails from attorneys and providing guidance to them regarding IOLTA compliance. The administrator also instructs prospective and new banks on procedures to enroll and participate in the IOLTA program and records and updates any bank changes including mergers, acquisitions, or contact changes in the database

Assists with promotion and support of the Prime Partner bank program, including creation of thank-you letters to attorneys and contacts with bankers

Other administrative support including:

Process subpoena requests from the State Bar of Texas Chief Disciplinary Counsel

Create spreadsheets, charts, and graphs to assist with reports for management, board members, grantors, and other stakeholders, while maintaining confidentiality

Provide back-up administrative support for the office; including answering phones, voice mail, e-mails; processing mail and mail-outs, banks deposits, and assisting with overall office operations, as needed

Qualification

Database managementFinancial data analysisMicrosoft ExcelCustomer serviceProject managementProblem solvingTime managementCommunication skillsAttention to detail