What are the responsibilities and job description for the Homebase Bill Pay Specialist position at Cozen O'Connor?
Job Description
Responsibilities and Duties
General
- Work along side relationship manager to transition new clients billing into HomeBase
- Schedule, characterize and code client bills into TrustDesk.
- Create and store vendor Name Address records in TrustDesk.
- Schedule each bill for payment from each client's appropriate account(s)
- Follow each client's procedures for authorizing each bill paid
- Scan and digitally store paid invoices in the clients' digital file
- Prepare monthly / quarterly bill pay activity reports for accuracy and provide to relationship manager.
- Ensure client bills are accounted for and paid either electronically or by check
- Work with Relationship Manager make sure taxes and estimated tax payments are timely filed.
- Monitor client accounts' cash balances and initiate transfers to replenish accounts, once approved.
- Trust Operations assistance, account openings & closings or other tasks as needed
- Special Projects may be assigned by the leadership team .
Foundations
Qualifications :
About Us
Known for its commitment to action and tangible results, Cozen O'Connor has rapidly grown to become one of North America's fastest-growing law firms. Offering full-service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global Fortune 500 companies, growing middle-market firms, startups, and high-profile individuals. Founded in 1970, Cozen O'Connor has over 825 attorneys practicing internationally in 31 cities across North America and Europe. The firm is consistently ranked among the top 100 law firms in America and has received recognition from prestigious legal and business organizations such as Chambers & Partners, The American Lawyer, The Legal 500, and Best Lawyers. Cozen O'Connor is dedicated to excellence and strives to achieve the right results for its clients, no matter how complex or critical the legal challenges may be.
Cozen O'Connor is committed to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a rich diversity of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.
Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.
Cozen O'Connor is an Equal Opportunity Employer, including disabled and veterans.
