Matter Management Coordinator in New Haven, CT

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Law Firm

New Haven, CT

Matter Management Coordinator in New Haven, CT

Law Firm Non Legal Department

Min 2 yrs required

No

Matter Management Coordinator Job at Top Law Firm in New Haven

- Salary: Competitive and commensurate with experience
- Job Title: Matter Management Coordinator
- Experience: Minimum of 2 years in relevant administrative and/or finance role, preferably in a professional services environment

Overview:

- Join a top law firm as a Matter Management Coordinator in our New Haven office
- Responsible for coordinating billing and finance functions, as well as processing new client and matter intake requests
- Liaison between attorneys, secretaries, finance, risk, and clients
- Proactive management of financial and administrative aspects of matters to ensure best practices are implemented

Key Duties and Responsibilities:

- Financial coordination, including monitoring fees and other key financial metrics, producing monthly invoices, and reviewing fee-earner narratives
- Process time entries, third party invoices, and improve billing practices and cost recovery
- Maintain bill trackers and liaise with clients and partners to address invoice related queries
- Assist with credit control tasks and debt management
- Support development of fee proposals and matter management frameworks
- Complete billing tasks outside of billing period, including checking tax exemption and charge out rates
- Generate regular reports to partners to ensure residual balances are addressed
- Assist with financial housekeeping, including closure of completed and inactive matters
- Process New Business Intake (NBI) requests, including risk-based assessments and conflict check requests
- Identify Know Your Client requirements and complete anti-money laundering due diligence process

Key Skills and Experience:

- Minimum of 2 years experience in relevant administrative and/or finance role, preferably in a professional services environment
- Highly proficient with Microsoft Office Suite
- Excellent communication skills and ability to influence others
- Detail-oriented, organized, and able to multi-task in a fast-paced environment
- Strong team player with ability to exercise independent judgement
- Demonstrated ability to establish and maintain effective relationships with key stakeholders

Educational Requirements:

- High School Diploma required, Bachelor's Degree preferred

About **Members Only**worldwide:

- International's Law Firm of the Year 2021
- 125 years of experience helping successful people, families, entrepreneurs, and institutions with legal issues
- Global presence with 18 offices
- Expertise in a variety of industries, including real estate, manufacturing, luxury brands, technology, and more
- Legal advice in areas such as estate planning, tax, corporate, banking and finance, real estate, intellectual property, and more

Equal Opportunities Employment Statement:

- **Members Only** Bergman LLP is an Equal Employment Opportunity employer
- Employment is based on personal capabilities and qualifications without regard to race, gender, age, religion, national origin, disability, and more
- Firm prohibits and will not tolerate discrimination or harassment on the basis of any of these classifications or characteristics
- Accommodations for applicants with disabilities are available upon request

Join our team as a Matter Management Coordinator and contribute to the success of our top law firm in New Haven. Apply now!

Jun 10, 2025
Sep 04, 2024
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