Remote Billing Clerk for IOLTA Trust Accounts

Position: Billing Clerk (Remote)

Are you an organized and detail-oriented professional with a background in managing IOLTA trust accounts? We invite you to consider an opportunity to become a vital part of our team as a fully remote Billing Clerk. In this role, you will be instrumental in ensuring the smooth operations of our accounting department by managing customer payments, issuing invoices, processing credit memos, and maintaining accurate accounting records.

Key Responsibilities

• Timely creation and issuance of invoices to clients.
• Processing of credit memos and preparation of account statements.
• Follow-up on outstanding payments while addressing client inquiries with professionalism.
• Monitoring and reporting on all payments, including preparation of detailed monthly billing reports.
• Management of customer account balances and resolution of discrepancies.
• Supporting the accounting team in the preparation of financial statements.
• Updating accounting records, encompassing new payments, issued invoices, balances, and client contact information.
  
  

Position Structure And Working Hours

This role is fully remote and available to residents within the U.S. Initially, it will demand a significant commitment in hours with the prospect of transitioning to part-time as the company expands. Flexible hours are available, with approximately 50% of work time expected to align with standard business hours (8am - 6pm PST, Monday to Friday). Availability for some evening and weekend work may be required during peak periods.

A reliable internet connection is essential, as our team utilizes digital tools such as Practice Panther, Basecamp, Google Drive, and Lawmatics. Candidates should also possess a webcam and headset for effective communication through RingCentral.

Key Requirements

• High school diploma or GED is necessary.
• Previous experience as a billing clerk or in a similar financial role.
• Proficiency in accounting software (e.g., QuickBooks).
• Strong knowledge of accounting principles, relevant legal regulations, and IOLTA trust accounts.
• Exceptional communication, organizational, and time-management abilities.
• Capability to work efficiently under pressure while meeting deadlines.
• Proficiency in Microsoft Office.
• Strong mathematical skills along with meticulous attention to detail.
  
  

If you are proactive and passionate about working with numbers while helping clients, we encourage you to apply. This position offers a unique opportunity to contribute to a supportive team environment where your efforts will enhance our accounting functions.

Employment Type: Full-Time