Client Account Specialist

August 29 2024
Industries Legal
Categories Financial Accounting,
Toronto, ON • Full time

The Opportunity:

We're looking for a Client Account Specialist to provide billing support to a portfolio of lawyers.

The ideal candidate will have 1+ years of experience (or a combination of education and experience, ideally in a law firm environment), will exercise good judgement in a variety of situations, and the ability to balance multiple priorities. This position will work closely with the Team Lead, Client Accounts.

Key Responsibilities:

Manages the full Accounts/Billing cycle for a portfolio of billing lawyers utilizing Firm guidelines and best practices as noted below:

  • File intake/open procedures and client billing guidelines
  • Billing & e-billing
  • Ensures accurate billing information (payor, key billing cycle deadlines, monthly targeted fee estimates, time entry, billing cut-off dates) including follow-up with relevant timekeepers when necessary
  • Prepares WIP reports, prebills and verifies the accuracy of billing information with billing lawyer (alternative fee arrangements, discounts, tax rates, billing group information, etc. and accruals)
  • Revising prebills as instructed by the billing lawyer (transferring time and disbursements, editing narrative, splitting time, etc.)
  • Resolves problems and issues identified (time and/or disbursement transfers, fee discrepancies, write-offs, unreleased time, etc.)
  • Ensures e-billing requirements are met (external billing guidelines, task & activity codes, client e-billing reference numbers, etc.)
  • Prepares bills and confirms accuracy with billing lawyer and Finance prior to submitting to client, while meeting the month-end deadline for account submission
  • Prepares bills as per the lawyer's request throughout the month as transactions close
  • Communicates with external clients to ensure the accuracy of bills and completing client requests (re-issuing invoices in accordance with Firm policies, providing accrual and accounts receivable updates, etc.)
  • Proactively manages all aspects of the A/R function in conjunction with billing lawyer
  • Continuously looks for best practices and/or opportunities to improve the billing process
  • May assist with training/mentoring and special projects

Knowledge and Experience:

  • 1+ years of experience working as a Legal Administrative Assistant or strong experience with Financial Management (or a combination of education and experience)
  • Advanced knowledge of Microsoft Office
  • Familiarity/experience with Aderant Expert would be an asset
  • Able to learn and utilize various software programs utilized by the Firm
  • Comfortable in an environment of continuous learning with ongoing formal and self-learning opportunities
  • Analytical and solution-oriented, resourceful with sound judgement to make informed decisions
  • Excellent verbal and written communication skills, with the ability to use discretion when dealing with confidential information
  • Solid organization and time management skills
  • Strong attention to detail and commitment to producing quality work
  • Professional, responsive, friendly, and able to build productive relationships

Stikeman Elliott is committed to accommodating people with disabilities as part of our hiring process. If you have special requirements, please advise Human Resources during the recruitment process.

Please Note: Our firm has a COVID-19 Vaccination Policy which requires all firm members to be fully vaccinated with a Health Canada approved COVID-19 vaccine. You will not be asked to disclose your vaccination status during the interview process. If you are offered employment, you will find a vaccination clause in your offer of employment providing that prior to commencing any employment with the Firm, you must be fully vaccinated for COVID-19 and provide proof of a Health Canada approved COVID-19 vaccination. The Firm will make reasonable accommodation efforts if you cannot be vaccinated due to medical, religious, or other grounds to the extent protected by applicable human rights legislation.

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