Accounting Operations Assistant

Job Description

Job Description

Case Management / Accounts Receivable

Position Summary

We are seeking a reliable, organized, and detail-oriented Administrator to support the day-to-day operations of a busy law office. This position will provide general administrative support while assisting with case management, invoicing, accounts receivable, and basic accounting tasks.

The ideal candidate will have solid administrative and accounting experience, strong attention to detail, and the ability to handle confidential information with professionalism. Prior experience working in a law office is a plus, but not required for the right candidate.

Key Responsibilities

• Provide general administrative and clerical support to the law office
• Answer and manage incoming phone calls in a professional and courteous manner
• Assist with case management and maintaining accurate client and case records
• Maintain organized electronic and physical files and documentation
• Assist with invoicing and accounts receivable activities
• Prepare, process, and maintain invoices and related documentation
• Assist with tracking outstanding balances and payment information
• Communicate with clients regarding invoices, payments, and account questions
• Review and organize financial records and supporting documentation
• Match expenses and transactions to company credit card statements
• Assist with basic accounting and reconciliation tasks
• Enter and maintain accurate information in office and case management systems
• Follow established office procedures for handling client information, documentation, billing, and accounting processes
• Assist attorneys and office staff with administrative tasks as needed
• Maintain confidentiality and exercise discretion when handling sensitive client and legal information

Qualifications

• Solid administrative and accounting experience
• Previous experience with invoicing, accounts receivable, or related accounting functions
• Strong attention to detail and a high level of accuracy
• Comfortable answering and making professional phone calls
• Ability to follow established procedures and processes
• Ability to learn and apply new processes with reasonable training
• Strong organizational and time-management skills
• Comfortable working with numbers and financial information
• Ability to handle confidential and sensitive information professionally
• Proficiency with Microsoft Office, particularly Excel
• Strong written and verbal communication skills
• Ability to work independently while also being a team player
• Prior law office or legal administrative experience is a plus, but not required

Ideal Candidate

The ideal candidate will have strong attention to detail, solid administrative and accounting experience, and the ability to follow established procedures consistently. They should be comfortable learning new processes and applying them with reasonable training.

Because this position is within a law office, the successful candidate should be professional, dependable, organized, discreet, and comfortable handling confidential client information. They should be able to communicate professionally with clients over the phone and in person while maintaining accuracy and organization across multiple cases and administrative responsibilities.