Freeman Mathis & Gary, LLP · 4 hours ago
Client Funds Specialist
Atlanta, GA
Full-time
Onsite
Mid Level
$28/hr - $33/hrFreeman Mathis and Gary, LLP is a rapidly growing, national specialty litigation firm seeking an experienced Client Funds Specialist to join their Atlanta office. The Client Funds Specialist is responsible for analyzing client accounts to determine the handling and proper distribution of overpayments, ensuring timely resolution while maintaining excellent client service.
Consulting
Responsibilities
Track, research, and resolve client overpayments
Reconcile matters to determine correct unapplied cash application, or appropriate party to receive refund
Effectively communicate with attorneys, clients, and insurance carriers regarding resolution of unapplied cash issues
Request refund checks; and return duplicate checks to clients
Research payments posted to unapplied cash via the firm’s accounting system and bank accounts, as well as client billing sites
Research and resolve outstanding UAC checks
Request client refunds and create correspondence explaining reason for refund
Assist with client audit letter responses
Assist with retainer tracking and Trust requests
Prioritize various and changing responsibilities while being organized and detail oriented
Process and screen data to verify any discrepancies with systems
Complete special assignments and requests as directed by manager timely and accurately
Qualification
Required
Bachelor's degree in finance, Accounting, Economics or other related field of study preferred
Experience using accounting software
Strong organizational, time management, and problem-solving skills required
Dedicated to providing service beyond expectation
Excellent communication and interpersonal skills
Ability to multi-task, prioritize and work under tight deadlines
Excellent time management skills
Demonstrates strong attention to detail, catches errors and corrects them quickly
Ability to perform at high levels in a fast-paced, dynamic work environment
Adaptable to changing priorities and work demands
Pro-active, follows through with minimum direction, and displays initiative
Exhibits a positive attitude and has confidence
Other tasks and duties as required/assigned
Benefits
Comprehensive benefits package, including medical, dental, and vision
HSA and FSA plans available for employees and dependents
Work-life balance
Generous PTO policy
401K plan including a 3% Employer Safe Harbor contribution
Firm paid life insurance and long-term disability
Employee Assistance Program
Year-end bonuses and referral fee programs
Company
Freeman Mathis & Gary, LLP
Freeman Mathis & Gary, LLP is a law firm operating in Georgia.
Founded in 1997
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Derek Singleton
Chief Financial Officer
Albert Alikin
Partner
Recent News
2024-05-23
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