Peregrine Search Solutions · 3 weeks ago
Law Office Finance Assistant
Los Angeles, CA
Full-time
Onsite
Mid Level
$60K/yr - $75K/yr
2+ years exp
Peregrine Search Solutions is recruiting for a growing, multi-practice corporate and litigation law firm in Los Angeles. The Finance Assistant will support billing, accounts receivable, collections, client intake, conflicts checks, matter opening, budgeting, and related accounting and billing administration.
Responsibilities
Billing & Accounts Receivable Support
Assist the Billing Coordinator with reviewing, revising, finalizing, and distributing client invoices
Prepare and send Accounts Receivable (AR) follow-up communications to clients with outstanding balances and assist with collection efforts
Maintain weekly AR reporting and provide updates regarding collection status
Update payment notes and client account records within the billing system
Assist with entering attorney and contractor time entries as needed
Review trust and advance account balances and assist with account reconciliation
Monitor the Accounting Inbox and respond to billing and accounting-related inquiries from attorneys, clients, and internal teams
Assist with the creation, maintenance, and updating of client and attorney rate schedules
Conflicts & Client Intake Support (Backup)
Conduct conflict checks to identify and resolve potential conflicts prior to opening new matters or engaging new clients
Prepare engagement letters, conflict waivers, and retainer invoices as needed
Open new clients and matters in the firm’s accounting and billing system and document management system
Assist with client disengagement processes and file closing procedures
Create and maintain client budgets
Track outstanding engagement letters, conflict waivers, and retainer requirements, and circulate weekly status updates
Create and update client-specific rate schedules based on engagement letter requirements
Maintain accurate client contact information within the firm’s accounting system
Qualification
Law Firm Billing and AccountingMicrosoft OutlookMicrosoft WordMicrosoft ExcelAdobe Acrobat
Required
MUST HAVE 2+ years of experience working for a law firm in billing or accounting
Proficiency with Microsoft Outlook, Word, Excel, and Adobe Acrobat
Strong attention to detail with excellent organizational skills and follow-through
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Excellent written and verbal communication skills
Strong analytical skills with the ability to identify issues and develop practical solutions
Collaborative team player with a positive attitude and professional demeanor
Strong work ethic, reliability, and ability to maintain composure under pressure
Self-starter who is resourceful, proactive, and able to understand both day-to-day responsibilities and broader organizational objectives
Company
Funding
Current Stage
Early StageCompany data provided by crunchbase