Accounts Receivable Specialist at D3 Search in Los Angeles, California

Client Payment Specialist (AR)

D3 Search is seeking a Client Payment Specialist (AR) on behalf of a highly respected CA-based law practice headquartered in downtown Los Angeles, CA (90071).

Position Title: Client Payment Specialist (Accounts Receivable) Location/Map: Los Angeles, CA (90071) Employer Work Model: Fully onsite work model (M ~ F).

Position Summary: Prominent downtown LA headquartered CA law practice has an opening for an experienced Client Payment Specialist (AR) in their Los Angeles office. The Client Payment Specialist (AR) works closely with the Director of Finance and the Collections Team and is responsible for the accurate and timely posting of all incoming payments and the compliant administration of firm trust transactions. This role requires advanced proficiency with Aderant accounting workflows, strong adherence to trust accounting regulations, and consistent coordination with Accounts Payable to ensure daily reconciliation of cash activity. The position supports the integrity of the firm's financial records and contributes directly to compliance, audit readiness, and operational efficiency.

Key Duties & Responsibilities:

• Post all daily incoming receipts-including ACH, wires, checks, credit card payments, and other remittances, ensuring accurate allocation to client matters and general ledger account allocation.
• Process all trust account deposits, disbursements, and transfers in accordance with firm policies, IOLTA requirements, and applicable trust accounting rules.
• Perform daily reconciliation of cash activity by comparing Aderant postings to bank totals, coordinating with Accounts Payable to resolve variances.
• Conduct outreach to clients regarding payment timing, anticipated incoming funds; clarification of remittance details; documentation of all communication as required.
• Research and resolve discrepancies related to cash application, trust transactions, or client payment inquiries, escalating issues as appropriate.
• Maintain complete and accurate documentation to support internal controls, month-end close, and audit compliance.
• Collaborate with Billing, Accounts Payable, Collections, and other internal departments to ensure consistency and accuracy across financial workflows.
• Adhere to all firm policies, accounting standards, and regulatory requirements related to cash handling and trust account management.

Background/Requirements:

• Associate or Bachelor's degree in Accounting, Finance, or related field is preferred.
• Minimum of 3 years of experience in a law firm accounting department is required.
• Demonstrated proficiency with Aderant, Elite (Enterprise, 3E), or similar accounting system.
• Strong understanding of trust account compliance, including IOLTA requirements.
• High level of accuracy and attention to detail when working with financial data is expected.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Professional communication skills, including the ability to interact directly with clients.
• Ability to work effectively in a collaborative team environment and maintain professional, courteous, and effective communication with attorneys, staff, and outside contacts.
• Proficiency in Microsoft Office applications, particularly Excel.
• Experience supporting daily cash reconciliation workflows in Aderant or similar system.
• Familiarity with confidential law firm billing structures and matter-based accounting.

Salary/Compensation/Benefits: Yearly salary is 75K ~ DOQ including a comprehensive and robust health benefits package, generous PTO, 401K, onsite work model, annual salary reviews/increases and lucrative bonuses, and many other notable employee-centered perks, etc.