Accounting Assistant

About the job

Client Account Assistant

Position Summary

Under the direction of the Client Account Manager or Supervisor, the Client Account Assistant provides routine and foundational billing support to Client Account Managers, Supervisors, and the broader department. This role supports accurate, timely client billing while serving as a key point of coordination between attorneys, clients, and internal business teams.

Key Responsibilities

• Distribute, log, prepare, process, and mail client billing statements
• Provide prompt, accurate assistance to attorneys, clients, business professionals, and the billing team to resolve billing inquiries and issues
• Research and respond to questions regarding current and historical billing
• Prepare and provide cost backup documentation as needed
• File and organize prior month billing for electronic scanning
• Review and summarize engagement letters related to special financial arrangements
• Enter and maintain financial arrangements within the accounting system
• Implement and maintain client and matter data within internal databases
• Perform additional duties as assigned

Required Qualifications

• Proficiency in Microsoft Office (particularly Excel), iManage, and other firm applications following orientation
• Strong Excel skills
• Ability and willingness to work overtime as required

Preferred Qualifications

• Bachelor’s degree
• Prior billing and/or accounting experience
• Previous professional services or law firm experience
• General knowledge of accounting principles
• Experience with 3E and electronic billing platforms
• 10-key by touch proficiency