Financial Services Specialist
7 days ago
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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