Legal Staff Accounting/Finance in Bloomfield Hills, MI

Law Firm

Bloomfield Hills, MI

Legal Staff Accounting/Finance in Bloomfield Hills, MI

Legal Staff

1-3 yrs required

No

Job Title: Client Financial Intake Specialist

Job Responsibilities:
- Ensure the accuracy and timeliness of client data required for Billing, E-Billing, and Collections.
- Maintain and update client address, contact, and billing distribution information in Aderant Entity Manager, making necessary changes and proactively seeking required information.
- Verify billing attorney information for clients and matters is current and accurate.
- Review new client engagement letters for billing guidelines, special rates, and alternative fee arrangements to ensure proper setup for seamless information flow.
- Examine new client engagement letters for retainer information and coordinate with Accounts Receivable Specialists to ensure timely receipt of retainers.
- Review both current and new client guidelines, updating financial systems in compliance with these guidelines to facilitate accurate time entry, billing, e-billing, and collections. Communicate updates with billing attorneys and seek approval from the Office of General Counsel.
- Collaborate on Aderant Projects to assist with the setup of new timekeepers, enforcing client billing restrictions and requirements, and managing client budgets.
- Conduct research and resolve ad-hoc projects and assignments as they arise.

Education and Experience Information:
- A Bachelor’s degree or an equivalent level of legal billing experience is preferred.
- Comprehensive understanding of client revenue accounting processes.
- Proficiency with Aderant Entity Manager and Prebill Manager is required; experience with Docudraft, BillBlast, Intapp Time, and other revenue-cycle software is advantageous.
- Proficiency in Microsoft Office Suite, especially Word, Excel, and Outlook, is necessary.
- Excellent attention to detail and strong written, verbal, and interpersonal communication skills are required.
- A proactive, inquisitive, and analytical problem-solving approach is essential.
- Ability to collaborate with all finance team members and foster a positive work environment is crucial.
- Effective client management skills and a proven track record of excellent customer service are necessary.
- Flexibility, time management, organizational skills, and the ability to prioritize workload effectively are required.

Salary Information:
The salary for this position will be determined based on several factors, including work location, individual skill set, previous and applicable experience, education, external market data, and considerations of internal equity.

Benefits:
The law firm offers a comprehensive benefits package to support the well-being and success of employees, both personally and professionally. This package includes competitive health, dental, and vision insurance plans, flexible paid time off (PTO), holiday leave, and a retirement savings plan with profit sharing for eligible employees. Other benefits include flexible spending programs, health savings accounts, commuter benefits, and personal and parental leave programs. The firm emphasizes work-life balance, offering wellness programs and access to mental health support. Employees also have access to professional development programs, a supportive and inclusive workplace culture, and various employee discounts and perks. The firm is committed to providing a benefits package that helps team members thrive and feel valued.

Equal Employment Opportunity Statement:
The law firm is committed to providing equal employment opportunities to qualified applicants and employees without regard to age, race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, domestic partner relationship, physical characteristics, disability, or other protected characteristics under applicable federal, state, or local laws or ordinances. The firm will make reasonable efforts to accommodate the known disabilities of employees who are otherwise qualified to perform the essential functions of their jobs. All personnel actions, including management, supervision, recruiting, compensation, benefits, promotions, work assignments, and training, must be administered consistent with the firm’s goal of furthering the principle of equal employment opportunity.

E-Verify:
The law firm utilizes E-Verify in its hiring practices to maintain a lawful workforce. E-Verify is a registered trademark of the . Department of Homeland Security.