Finance Auxiliary
The Finance Auxiliary will be responsible for supporting our finance team in a wide range of financial and administrative duties such as contract management, collection of payments, processing payments, updating financial records, and managing invoices. This role plays a crucial part in ensuring the financial health and integrity of the firm. A strong candidate will have a proven track record handling financial transactions involving client information, meeting daily billing goals and deadlines, be proactive in following up to complete tasks, and have excellent customer service tone and etiquette.
Description:
- Draft, review, and organize contracts, ensuring they are accurate, complete, and compliant with company standards.
- Act as a point of contact for clients regarding current and outstanding payments; this includes collecting initial payments, upcoming and overdue payments in a timely fashion.
- Conduct courteous and professional phone calls and send emails to address payment inquiries and negotiate payment arrangements.
- Create and issue invoices in the financial system, accurately reflecting retained services.
- Verify invoice details, such as pricing, terms, and payment deadlines, to eliminate discrepancies with attorneys and operational staff.
- Monitor contract status and follow up with relevant parties to ensure prompt signatures and adherence to agreed terms.
- Track and manage payment schedules to minimize overdue accounts.
- Organize, secure, enter, and maintain records of contracts, invoices, and related financial documents for auditing and reference purposes.
Requirements
- College graduate with a degree in finance, business or a related field is a plus.
- Prior experience in contract management, accounts receivable, or customer service is preferred.
- Proven track record of trust involving financial transactions and handling sensitive client information.
- Preferably has worked in a legal setting.
- Proficiency in both Spanish and English.
- Proven experience in a finance-related role or administrative position is a plus.
- Proficiency in Microsoft Excel and accounting software (e.g., QuickBooks, SAP, or similar).
- Strong customer service skills
- Strong organizational and time management skills.
- Attention to detail and accuracy in data entry and record-keeping.
- Excellent communication skills and the ability to work effectively within a team.
- Basic understanding of financial principles and practices.
Non-negotiable
- Experience in collections
- Experience in drafting contracts
- Microsoft Word and Adobe Acrobat experience