Billing Clerk

Cox, Castle & Nicholson LLP; Los Angeles (CA); On-site; USD 50,000 - 65,000; Full time

Job summary

Cox, Castle & Nicholson LLP in Los Angeles is seeking a Billing Clerk to manage client invoices, proformas, and time/cost entries. You will prepare and mail invoices, generate proformas, and ensure billing compliance.

The role requires a Bachelor’s in Accounting/Finance and 1–2 years billing experience; proficiency with Excel, Word, Outlook, and Elite 3E is preferred. This is an on-site position with comprehensive benefits.

Qualifications

• Bachelor’s degree in Accounting, Finance or related field is required.
• One to two years of billing experience preferred.
• Experience in the legal industry is a plus.

Responsibilities

• Generates, prints and delivers month end proformas and on-demand proformas.
• Processes client invoices within the Elite system per partner instructions and billing policies.
• Follows up on time entries to ensure they are transferred to billable matters promptly.
• Sends invoices electronically by e-mail or via a third party vendor.
• Documents and updates all billing procedures including electronic billing per client.
• Assists attorneys, secretaries and clients regarding invoices and generates reports.

Skills

Excel

Word

Outlook

Typing 40 wpm

Attention to detail

Verbal communication

Education

Bachelor’s degree in Accounting, Finance or related field

Tools

Elite 3E

Microsoft Outlook

Job description

We currently have a great opportunity for a Billing Clerk based in our Los Angeles office. The Billing Clerk will be responsible for performing all functions related to processing and mailing the firm’s client invoices. This includes, but is not limited to, assisting with generating and editing proformas, entering and/or modifying time and cost entries, creating invoices according to partner and client specifications, sending invoices to clients either by mail or electronically and a wide variety of other duties as assigned or as necessary.

Essential Duties and Responsibilities

• Generates, prints and delivers month end proformas as well as on-demand proformas.
• Processes client invoices within the Elite system according to partner instructions and ensures that invoices are in compliance with the firm’s billing policies and procedures.
• Follows up on 9’s time to ensure that time is appropriately transferred to a billable matter in a timely manner.
• Sends invoices electronically either by e-mail or through a third party vendor.
• Documents and updates all billing procedures including electronic billing process for each client.
• Provides assistance to attorneys, secretaries and clients regarding invoices which includes answering questions, reprinting invoice copies, providing copies of costs billed to the client, and providing detailed or summarized information regarding time and cost entries either by generating Elite reports or by using Excel.
• Logs in proformas received by the department.
• Assists others within the department (accounts payable, accounts receivable and collections) when needed.
• In addition to the above, assists with special projects and other duties as assigned.

Knowledge, Skills and Abilities

Education and/or Experience

• Bachelor’s degree required. Major in Accounting, Finance or related field a plus.
• One to two years prior billing experience preferred.
• Knowledge and or experience in legal industry a plus.

Technical Skills

• Knowledge of Microsoft Excel and Word required.
• Experience with Outlook and Elite 3E a plus.
• Typing speed of 40 wpm and ability to do data entry for extensive periods of time.
• Ability to file alphabetically and numerically.

Additional Abilities

• Excellent verbal and written communication skills, ability to effectively present or convey information and follow complex instructions.
• Ability to multi-task and prioritize assignments in order to meet deadlines.
• Initiative to identify opportunities for improvements to own work as well as department processes.
• Ability to consistently produce high-quality work that is both accurate and neat.
• Supports firm policies and procedures in all areas.
• Ability to adapt to new systems, processes and procedures.
• Ability to respond promptly and consistently to requests from attorneys, clients, vendors and staff.
• Excellent organizational, tracking and follow-up skills.
• Identifies problems or deviations from standard practices and effectively brings to the attention of supervisors for resolution.
• Ability to use discretion and diplomacy in giving out information.
• Ability to effectively interface with attorneys, staff, clients and vendors.
• Maintains a positive, courteous and professional demeanor.
• Ability to operate office equipment including computers, photocopy and scanning machines and fax equipment.

Work Environment and Physical Requirements

• Ability to work overtime on weeknights and weekends as needed and as scheduled.
• Physical requirements include:
• Ability to sit, stand, stoop and reach for up to eight or more hours per day.
• Repetitive motions: substantial movements (motions) of the wrists, hands and/or fingers.
• Infrequent lifting/moving of files or boxes weighing up to 45 lbs.
• Occasionally required to bend, crouch or kneel.

Compensation

• Salary to be based upon experience and education; we're targeting between $50,000-$65,000 annual
• We offer comprehensive benefits including medical, dental, and vision as well as 401(k) and generous vacation time.

Cox, Castle & Nicholson is an Equal Opportunity Employer. Cox, Castle & Nicholson provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Cox, Castle & Nicholson will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Privacy Policy (coxcastle.com)