Financial Operations Coordinator

jobbot
Walnut Creek, CA
$23-$25 an hour
Full-time

A bit about us :

Join a premier law firm at our Corporate Office as an Accounts Receivable Specialist! We are seeking dedicated professionals who are passionate about their careers and eager to grow within our dynamic team.

If you're driven, detail-oriented, and ready to make an impact, we want to hear from you. Be part of a firm that values your growth and provides opportunities for advancement in a supportive, collaborative environment.

Why join us?

Hybrid Work Options

We will train!

Unmatched Growth Options

Comprehensive Benefits

Collaborative Leadership

401k

Annual / Quarterly Bonus

Job Details

Key Responsibilities :

Transaction Management : Identify and record incoming wires, ACHs, and book transfers, processing around 120 transactions daily in collaboration with one other team member.

Reconciliation : Determine the appropriate client, matter, and invoice for each transaction, ensuring accuracy and timely processing.

Data Retrieval : Pull transaction details from banking portals, email inboxes, or multiple vendor portals, ensuring all information is complete and accurate.

Problem Resolution : Research and resolve problematic wires, ACHs, and book transfers by reaching out to clients, insurers, attorneys, and the collections team.

Data Entry : Accurately enter all wire, ACH, and book transfer data into Aderant, based on the daily bank transaction summary you pull each day.

Collaboration : Work closely with team members to streamline processes and ensure a high level of service and accuracy in transaction management.

Qualifications :

Bachelor's Degree in Finance, Accounting, Business, or similar degree is required.

Previous experience in financial operations, banking, or a similar role involving transaction processing a plus

Strong attention to detail and accuracy in data entry and transaction management.

Excellent communication skills, both written and verbal, with the ability to resolve issues through direct client interaction.

Ability to manage high transaction volumes and work effectively in a fast-paced environment.

Strong problem-solving skills and the ability to research and resolve discrepancies independently.

18 days ago
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