Client Settlement & Disbursement Specialist

Medium

New York (NY)

On-site

USD 65,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Comprehensive Medical, Dental and Vis…
Paid Time Off
Commuter Transit Program
Retirement Plan

Job summary

Meirowitz & Wasserberg, LLP, a trial law firm with offices across multiple states, seeks a Settlement Distribution Specialist to join our Finance team. The role focuses on accurate distribution of settlement funds to clients and other parties, in compliance with agreements and applicable laws.

The ideal candidate is detail-oriented, organized, and able to explain complex disbursement processes to clients. Experience in a legal or settlement coordination context and proficiency with

Qualifications

  • Bachelor's degree in Business, Finance, or related field is preferred.
  • Experience in a legal or settlement coordination role in a law firm.
  • Detail-oriented with strong organizational skills.
  • Familiarity with settlement processes and client disbursements.
  • Ability to explain complex processes to clients.
  • Proficiency with legal/accounting software to manage disbursements.
  • Ability to handle sensitive information discreetly.

Responsibilities

  • Manage and coordinate the distribution of settlement funds to clients and others.
  • Review settlement agreements and confirm accurate disbursements.
  • Maintain detailed records of all disbursements.
  • Communicate with clients about the disbursement process.
  • Collaborate with the settlement team and attorneys to obtain signatures and documents.
  • Ensure compliance with legal, financial, and ethical standards.
  • Assist with creating and managing disbursement journals and related records.
  • Troubleshoot issues related to settlement distributions.

Skills

Attention to detail
Organizational skills
Communication skills
Settlement processes
Legal/compliance familiarity
Software proficiency
Explain complex processes

Education

Bachelor's degree in Business or Finance

Tools

Legal accounting software

Job description

Meirowitz & Wasserberg, LLP, a trial law firm with offices across multiple states, seeks a Settlement Distribution Specialist to join our Finance team. The role focuses on accurate distribution of settlement funds to clients and other parties, in compliance with agreements and applicable laws.

The ideal candidate is detail-oriented, organized, and able to explain complex disbursement processes to clients. Experience in a legal or settlement coordination context and proficiency with

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