Client Account Specialist

1 week ago

Toronto, Ontario, Canada Stikeman Elliott Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Account Specialist to provide billing support to a portfolio of lawyers. The ideal candidate will have 1+ years of experience in a law firm environment, with advanced knowledge of Microsoft Office and familiarity with Aderant Expert.

Key Responsibilities
  • Manage the Full Accounts/Billing Cycle: Utilize Firm guidelines and best practices to manage the full accounts/billing cycle for a portfolio of billing lawyers.
  • Billing and E-Billing: Ensure accurate billing information, including follow-up with relevant timekeepers when necessary.
  • Preparation of WIP Reports and Prebills: Prepare WIP reports, prebills, and verify the accuracy of billing information with billing lawyers.
  • Resolution of Issues: Resolve problems and issues identified, including time and/or disbursement transfers, fee discrepancies, write-offs, unreleased time, etc.
  • E-Billing Requirements: Ensure e-billing requirements are met, including external billing guidelines, task & activity codes, client e-billing reference numbers, etc.
  • Bill Preparation and Submission: Prepare bills and confirm accuracy with billing lawyers and Finance prior to submitting to clients, while meeting the month-end deadline for account submission.
  • Communication with External Clients: Communicate with external clients to ensure the accuracy of bills and complete client requests.
  • Proactive Management of A/R Function: Proactively manage all aspects of the A/R function in conjunction with billing lawyers.
  • Continuous Improvement: Continuously look for best practices and/or opportunities to improve the billing process.
Requirements
  • 1+ years of experience working as a Legal Administrative Assistant or strong experience with Financial Management (or a combination of education and experience)
  • Advanced knowledge of Microsoft Office
  • Familiarity/experience with Aderant Expert would be an asset
  • Able to learn and utilize various software programs utilized by the Firm
  • Comfortable in an environment of continuous learning with ongoing formal and self-learning opportunities
  • Analytical and solution-oriented, resourceful with sound judgement to make informed decisions
  • Excellent verbal and written communication skills, with the ability to use discretion when dealing with confidential information
  • Solid organization and time management skills
  • Strong attention to detail and commitment to producing quality work
  • Professional, responsive, friendly, and able to build productive relationships

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