Client Account Specialist

Stikeman Elliott LLP; Old Toronto; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Client Account Specialist to enhance their billing support for a team of lawyers. This role is pivotal in managing the full billing cycle, ensuring accuracy, and fostering client relationships. Candidates should have at least a year of related experience, ideally within a law firm, and possess strong analytical and communication skills. You will be part of a dynamic environment that values continuous learning and improvement, making this an exciting opportunity for those passionate about legal administration and financial management. Join a team that prioritizes quality work and professional growth.

Qualifications

• 1+ years of experience in a law firm or financial management.
• Strong knowledge of Microsoft Office and billing processes.

Responsibilities

• Manage billing cycles for lawyers and ensure accurate billing information.
• Communicate with clients to resolve billing issues and requests.

Skills

Legal Administrative Assistant Experience

Financial Management

Microsoft Office

Aderant Expert

Analytical Skills

Communication Skills

Organization Skills

Attention to Detail

Education

Bachelor's Degree or Equivalent Experience

Tools

Aderant Expert Software

Billing Software

Job description

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:

• Manage the full Accounts/Billing cycle for a portfolio of billing lawyers utilizing Firm guidelines and best practices.
• File intake/open procedures and client billing guidelines.
• Ensure 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.
• Prepare WIP reports, prebills and verify the accuracy of billing information with billing lawyer (alternative fee arrangements, discounts, tax rates, billing group information, etc. and accruals).
• Revise prebills as instructed by the billing lawyer (transferring time and disbursements, editing narrative, splitting time, etc.).
• Resolve problems and issues identified (time and/or disbursement transfers, fee discrepancies, write-offs, unreleased time, etc.).
• Ensure e-billing requirements are met (external billing guidelines, task & activity codes, client e-billing reference numbers, etc.).
• Prepare bills and confirm accuracy with billing lawyer and Finance prior to submitting to client, while meeting the month-end deadline for account submission.
• Prepare bills as per the lawyer’s request throughout the month as transactions close.
• Communicate with external clients to ensure the accuracy of bills and complete client requests (re-issuing invoices in accordance with Firm policies, providing accrual and accounts receivable updates, etc.).
• Proactively manage all aspects of the A/R function in conjunction with billing lawyer.
• Continuously look 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.