What are the responsibilities and job description for the Client Accounting Assistant position at BGSF?
Summary
A Client Accounting Assistant’s responsibilities are focused on supporting multiple accounting functions, including staffing the Firmwide Billing Helpline, clearing and monitoring personal account balances, and entering cash receipts. The Client Accounting Assistant handles learning and executing not only the primary tasks assigned but also the tasks of their peers to supply adequate backup when needed.
Duties And Responsibilities
To perform this job successfully, an individual must be able to perform the Duties and Responsibilities (Duties) above satisfactorily and meet the requirements below. The requirements listed below are representative of the minimum knowledge, skill, and/or ability needed. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions of the job.
Required
Education and/or Experience:
The following will also be needed from the successful candidate:
A Client Accounting Assistant’s responsibilities are focused on supporting multiple accounting functions, including staffing the Firmwide Billing Helpline, clearing and monitoring personal account balances, and entering cash receipts. The Client Accounting Assistant handles learning and executing not only the primary tasks assigned but also the tasks of their peers to supply adequate backup when needed.
Duties And Responsibilities
- Share the responsibility of staffing the firmwide Billing Helpline during normal business hours; supply prompt and courteous responses to inquiries received via phone call or email.
- Complete billing maintenance requests such as time and cost transfers, bill reversals, and written and client matter maintenance updates.
- Manage personal accounts by processing payments made to internal accounts and responding to inquiries about statements; keep awareness of account balances, work with employees to clear outstanding balances and escalate delinquent accounts to management.
- Aid with the application of client payments by entering receivables into the accounting system on the day of deposit.
- Complete data integrity projects as needed which include clean-up and maintenance of data in the Elite billing system.
- Monitor the Firm’s audit inquiry requests and generate audit reports.
- Other responsibilities include aiding the Client Accounting supervisor and manager, as needed, and performing other related duties, as assigned.
To perform this job successfully, an individual must be able to perform the Duties and Responsibilities (Duties) above satisfactorily and meet the requirements below. The requirements listed below are representative of the minimum knowledge, skill, and/or ability needed. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions of the job.
Required
Education and/or Experience:
- Knowledge of Microsoft Office
- Strong written and verbal communication skills
- Bachelor’s level degree
- Earlier law firm experience
- Data entry skills
- Knowledge of Elite 3E
The following will also be needed from the successful candidate:
- Strong organizational skills
- Strong diligence
- Good judgment
- Strong interpersonal communication skills
- Strong analytical and critical thinking skills
- Able to work harmoniously and effectively with others.
- Able to preserve confidentiality and exercise discretion.
- Able to work under pressure.
- Able to manage multiple projects with competing deadlines and priorities.
