Receptionist/Accounting Assistant

Job Description

Job Description

Job Summary

We are seeking a highly motivated Receptionist/Accounting Assistant to join our team. In this role, you will assist our case managers with various tasks, gaining valuable experience in the Personal Injury, Traffic, and Criminal matters we handle at the firm. You will communicate with clients, compile case materials, and conduct research. The ideal candidate is detail-oriented, calm under pressure, and comfortable working in a fast-paced legal environment.

Responsibilities 

• Answer all incoming calls and redirect them to the appropriate case manager
• Answer any preliminary questions an existing or potential client may have
• Scan and upload all incoming mail
• Draft and send certified mail
• Conduct initial intakes for new leads and schedule consultations
• Send retainer packets and convert clients into our case management software, MyCase
• Request photos and preliminary documents from clients
• Obtain police and traffic collision reports.
• Ensure that case-related documents are well organized
• Provide general administrative support 
• Record and maintain daily financial transactions.
• Process accounts payable and accounts receivable.
• Prepare and send client invoices and statements.
• Monitor outstanding balances and follow up on payments as directed.
• Process checks, deposits, credit-card payments, and electronic payments.
• Maintain accurate financial records and supporting documentation.
• Assist with monthly financial reports and account reconciliations.
• Maintain organized electronic and physical accounting files.
• Coordinate with the firm's accountant or CPA as needed.
• Monitor office expenses and maintain expense records.

Qualifications

• High school diploma or equivalent required; accounting, business, or office administration education is preferred.
• Ability to multitask and work well under pressure
• Prior receptionist or administrative experience preferred
• Law firm experience strongly preferred, but not required (Criminal or PI a plus)
• Proficient in Microsoft Office/Adobe
• Experience with MyCase or legal case management software preferred
• Strong organizational and multitasking skills
• Strong attention to detail and accuracy
• Professional communication skills (written and verbal)
• Ability to handle confidential information appropriately
• Ability to work independently while also supporting attorneys and other staff members.

Preferred Skills

• Experience with legal billing or law-firm accounting.
• Familiarity with legal trust/client funds accounting procedures.
• Experience with QuickBooks or similar accounting software.
• Experience with legal practice-management or billing software.
• Strong Excel skills.
• Bilingual skills are a plus, but not mandatory