Legal Staff Accounting/Finance in Dallas, TX

Law Firm

Dallas, TX

Legal Staff Accounting/Finance in Dallas, TX

Legal Staff

3-5 yrs required

No

Job Title: Rate Specialist

Department: Finance

Job Responsibilities:
The Rate Specialist is tasked with analyzing and managing client and matter rates, ensuring compliance with agreed fee engagements, outside counsel guidelines, and specific matter budgets. This role involves close collaboration with the Billing and Financial Analysis teams to ensure accurate implementation of rate information in the firm's internal financial systems and external e-billing sites. The position requires proficiency in data management and effective communication with various stakeholders within the law firm.

Essential Duties and Responsibilities:
- Manage timekeeper rates in financial systems and client e-billing systems.
- Assist with the implementation and maintenance of client rate and fee arrangements.
- Upload rates into e-billing systems and update departmental documentation as needed.
- Analyze client guidelines to set up agreed rates and cost exceptions.
- Troubleshoot client and timekeeper rate calculation issues.
- Respond timely and accurately to all requests for rate requests, reports, and rate inquiries.
- Assist with the annual rate renewal process by reviewing current fee arrangements and ensuring that new arrangements are obtained, approved, and updated.
- Assist with pricing proposals.
- Handle special projects and ad hoc requests from management.

Education and Experience Information:
- A minimum of 3-5 years of experience in legal billing is required.
- Prior experience in rates administration and maintenance is necessary.
- Must possess a high level of technical competency on various job-related computer packages, including experience with Aderant billing software and advanced Excel skills.

Qualifications:
- Strong organizational skills with the ability to organize and prioritize numerous tasks and complete them in a timely manner on an ongoing basis, as well as under strict time constraints when necessary.
- Strong written communication skills with the ability to proofread material for grammatical, typographical, and spelling errors.
- Strong interpersonal skills to communicate successfully in person, by phone, or through e-mail.
- Ability to work effectively with a diverse group of clients, legal professionals, and staff.

Salary Information:
The text does not provide specific salary information for the Rate Specialist position.