Financial Services Specialist

7 days ago


Toronto, Ontario, Canada McCarthy Tétrault LLP Full time
Job Description

This role is part of the Financial Operations team at McCarthy Tétrault LLP. We are seeking a skilled and detail-oriented Financial Services Specialist to join our team.

Main Responsibilities:

  • Building and maintaining effective working relationships with billing lawyers, paralegals, legal assistants, and external clients.
  • Ensuring time is entered by set deadlines and following up with lawyers and paralegals where necessary.
  • Preparing, printing, and reviewing prebills in a timely manner.
  • Preparing invoices and forwarding them to lawyers and clients as required.
  • Creating PDF, delimited, or XML file invoices for e-billing clients.
  • Completing online status reports and budgets in e-billing systems.
  • Maintaining accurate records and performing reconciliations.
  • Developing a weekly collection strategy to expedite payment or resolution for overdue accounts.
  • Serving as the central contact for financial needs and providing assistance with accounting queries.

Requirements:

  • Post-secondary education in a related field.
  • 3 to 5 years of experience in client service, billing, collections, and/or accounts receivable.
  • Familiarity with Aderant Expert or similar accounting systems.
  • Certification from the Credit Institute of Canada is an asset.


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