Lead Billing Assistant – Finance – Firmwide

Clarke Willmott Llp; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

A leading firm is seeking a Lead Billing Assistant to join their centralized billing team. This role offers a chance to engage with fee earning teams while preparing WIP reports, managing billing tasks, and ensuring compliance with regulatory requirements. Ideal candidates will have legal billing experience, strong attention to detail, and excellent organizational skills, contributing to high-volume processing and customer service excellence.

Qualifications

• Minimum 2 years of billing experience in legal industry.
• Good Excel knowledge and volume processing experience.
• Ability to work independently and in a team.

Responsibilities

• Preparation and dispatch of Work in Progress (WIP) reports.
• Prepare and distribute pre-bills and final bills.
• Respond to billing queries and liaise with teams.

Skills

Customer service acumen

Attention to detail

Organisational skills

Problem evaluation and solution formulation

Tools

Elite 3E

Microsoft Office Suite

Job description

Lead Billing Assistant – Finance – Firmwide

You will be part of centralised billing team, providing proactive billing support to our fee earning teams. You will join a Billing Manager, Assistant Billing Manager and seven Billing Assistants. Our billing team are based across all of our 7 offices and work mostly on a remote basis.

Role: Lead Billing Assistant
Location: Firmwide
Hours: Full Time
Term: Permanent
Vacancy Reference: 1366-BBL

The role:

The key responsibilities include, but are not limited to:

• Preparation and dispatch of Work in Progress (WIP) reports to the teams in agreed timelines.
• Liaise with teams as appropriate to co-ordinate instructions
• Matter Billing arrangement code review and updates
• Write off irrecoverable WIP and Disbursements
• Develop a strong culture of financial awareness, commerciality and accountability across our fee earner community
• Prepare and distribute pre-bills, prepare final bills and dispatch
• Execute complex bills in a timely manner
• Ensure completion of high volume of bills per month
• Produce credit notes
• Respond to Billing queries
• Ensure compliance of all regulatory requirements during the Billing process, including VAT and the Solicitor’s Accounts Rules
• Maintain a high-quality of service
• Assist with any existing and future e-billing
• Coordinate, monitor and process retainer funds, approved markdowns, write-offs and necessary account adjustments.
• Coordinate ad hoc projects at the request of clients, partners, and firm management
• Prepare various reports and analyses, as requested
• Assist partners and staff with time and billing
• Assist partners and staff in understanding billing processes, policies and procedures
• Assist with special projects and analysis as directed

It is an integral part of this role that you comply with information security and all firm policies and procedures.

About you:

You will have:

• A minimum of 2 years of experience in a Billing capacity within the legal industry
• Used Elite 3E
• Good Excel knowledge
• The ability to work in a fast-paced environment
• Volume processing experience
• Excellent customer service acumen
• The ability to work independently and part of a team
• The ability to show strong attention to detail
• Excellent organisational skills
• High levels of proficiency with technology including Microsoft Office Suite applications
• The ability to evaluate problems and formulate successful solutions

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If you would like to apply for this vacancy, please send us your CV and covering letter using the form below.

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