Billing and Trust Account Specialist

Billing and Trust Account Specialist Koley Jessen is a dynamic law firm powered by dynamic people. The firm isseeking a detail-oriented and highly organized Billing and Trust Account Specialist to join our accounting team. Responsibilities Daily administration, reconciliation, and compliance oversight of client trust accounts in accordance with firm policies and applicable legal regulations. Invoice Management: Prepare, review, and finalize all client invoices, including receiving and processing proformas, ensuring accuracy, completeness, and compliance with client billing guidelines. Client Communication: Collaborate closely with clients, legal administrative assistants, attorneys, and other internal teams to address billing-related inquiries, resolve discrepancies, and clarify billing requirements. Data Integrity & Reporting: Maintain accurate billing records, perform routine quality control checks, and generate billing and accounts receivable reports for internal review. Technology Utilization: Utilize Microsoft Office applications along with specialized billing and accounting software to streamline processes, enhance efficiency, and improve data accuracy. Process Optimization: Identify opportunities for process improvement within the billing cycle, recommending and implementing best practices to reduce errors, expedite turnaround times, and enhance the client experience. Compliance & Standards: Uphold firm policies, industry regulations, and professional standards throughout the billing process, ensuring all financial transactions are conducted ethically and securely. Qualifications Understanding of and experience working with law firm trust accounts. Education & Experience: Associate’s Degree in Accounting or related field, or equivalent combination of education and experience. Technical Proficiency: Advanced knowledge of Microsoft Office Suite (Outlook, Excel, Word) and experience working with billing/accounting systems. Familiarity with legal billing software is a plus. Attention to Detail: Exceptional organizational skills with the ability to manage multiple tasks, maintain data integrity, and meet tight deadlines under minimal supervision. Communication Skills: Strong verbal and written communication skills, including the ability to convey complex billing information clearly, professionally, and courteously to both clients and colleagues. Problem-Solving Ability: A resourceful mindset with the ability to identify and address billing issues proactively, apply sound judgment, and provide effective solutions. Koley Jessen offers a competitive salary, excellent benefits including 401(k) with firm contribution, and the opportunity for professional development. Koley Jessen is an energized law firm. You feel it the minute you walk in the door. We move fast and work smart. We solve client problems with agility and thrill them with over the top client service. Our team-driven culture is dynamic and collaboration is vigorous. At Koley Jessen, our energy powers the quality of our work and the quality of our lives. Discover the power of a career at Koley Jessen and energize your future. Contact us today. Koley Jessen celebrates, supports and promotes diversity and inclusion and is an Equal Opportunity Employer inclusive of protected veterans and individuals with disabilities. Koley Jessen strictly prohibits any discrimination or harassment based on a person’s race, color, sex, national origin, ancestry, age, disability, religion, military and veteran status, sexual orientation, gender identity, gender expression, genetic information, pregnancy, or any other ground prohibited by law. Koley Jessen participates in E‑Verify. Please review the required notices below prior to submitting your application. #J-18808-Ljbffr