Intake & Billing Coordinator - Legal Services

AppleOne Employment Services; Fullerton (CA); Presencial; USD 28.000 - 36.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Temp-to-Hire

Hourly pay $20.00–$26.00

Location: Fullerton, CA

Descripción de la vacante

AppleOne Employment Services seeks a detail-oriented Intake Coordinator with an accounting or bookkeeping background for a legal services environment in Fullerton, CA. This role is ideal for a professional who enjoys being the first point of contact for clients while also supporting accurate financial documentation, data entry, billing, and administrative processes.

The Intake Coordinator will play an important role in keeping client information organized, ensuring documentation is complete, and

Formación

• Coordinate client intake, documentation, and follow-up communication.
• Support accounting functions including invoicing, payment tracking, accounts payable, accounts receivable, and reconciliations.
• Maintain accurate client records, financial files, spreadsheets, and internal database entries.
• Provide administrative and customer service support in a confidential professional environment.
• 3 to 5 years of related experience preferred in intake coordination, administration, accounting, bookkeeping, or financial data entry.
• Experience with accounts payable, accounts receivable, invoicing, payment tracking, or financial recordkeeping.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Strong numerical aptitude with excellent attention to detail and accuracy.
• Ability to handle confidential financial and personal information with discretion.
• Strong communication, organization, follow-up, and customer service skills.
• Ability to manage competing priorities while working independently and collaboratively in a team environment.

Responsabilidades

• Manage incoming phone calls, emails, and client inquiries while providing professional and responsive customer service.
• Coordinate the intake process by collecting, reviewing, and entering client information into internal systems.
• Prepare, organize, and maintain intake paperwork, financial documents, confidential records, and electronic files.
• Assist with accounts payable, accounts receivable, invoice processing, payment tracking, billing, and expense documentation.
• Perform accurate data entry, account reconciliations, spreadsheet updates, and basic bookkeeping support.
• Schedule appointments, coordinate follow-ups, and communicate with clients and internal departments to ensure timely completion of intake tasks.

Conocimientos

Intake coordination

Data entry

Accounts payable

Accounts receivable

Invoicing

Reconciliations

Billing

Customer service

Attention to detail

Communication

Organization

Team collaboration

Herramientas

Microsoft Excel

Microsoft Word

Outlook

Descripción del empleo

AppleOne Employment Services seeks a detail-oriented Intake Coordinator with an accounting or bookkeeping background for a legal services environment in Fullerton, CA. This role is ideal for a professional who enjoys being the first point of contact for clients while also supporting accurate financial documentation, data entry, billing, and administrative processes.

The Intake Coordinator will play an important role in keeping client information organized, ensuring documentation is complete, and