Legal Collections Client Services Assistant 72467

R.L. Barclay & Associates; Houston (TX); On-site; USD 38,000 - 55,000; Full time

Job summary

R.L. Barclay & Associates, a Houston-based firm, seeks a Legal Collections Client Services Assistant to support revenue collection operations. The role focuses on knowledge of healthcare collection processes, data handling, and document management within a law firm setting.

Responsibilities include processing correspondence, directing calls, preparing hospital liens and releases for filing, updating client databases, and supporting special projects as needed.

Qualifications

• AA degree or equivalent from two-year college or technical school, or related experience.
• Strong knowledge of Microsoft Word & Excel with business experience.
• Experience with accounting and management reporting software.

Responsibilities

• Gains and maintains knowledge of the firm's healthcare collection processes and protocols.
• Handles correspondence collection, disbursement, and dissemination.
• Directs incoming calls to appropriate areas of the Firm.
• Prepares, notarizes, scans and mails hospital liens/releases to county clerks for filing.
• Analyzes new accounts and determines action according to protocols.
• Creates, sends, and processes data spreadsheets for clients.
• Updates data elements in the Firm’s database system.
• Delivers and retrieves documents from client offices.
• Converts and organizes paper documents to electronic format.
• Researches documents in client document management systems.
• Assists with special projects as needed.

Education

Associate's degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Accounting software

Job description

Our client, a Houston area law firm, is seeking a Legal Collections Client Services Assistant to join their team. The Client Services Assistant (CSA) is responsible for day-to-day administrative responsibilities as they relate to the revenue collection process.

Essential Duties and Responsibilities

• Responsible for gaining and maintaining a strong knowledge of the Firms current healthcare collection processes and protocols.
• Responsible for correspondence collection, disbursement, and dissemination.
• Responsible for directing incoming phone calls to appropriate areas of the Firm.
• Responsible for preparing, notarizing, scanning and mailing via certified mail hospital liens and releases to various county clerks for filing.
• Responsible for analyzing new accounts and determining the appropriate course of action according to established protocols and matrixes.
• Responsible for creating, sending, and processing completed data spreadsheets sent to clients.
• Responsible for updating various data elements in the Firm’s database system.
• Responsible for delivering and retrieving documents from client offices.
• Responsible for converting and organizing paper documents to electronic documents.
• Responsible for researching documents in clients document management systems.
• Responsible for assisting with special projects, as needed.

Qualifications

• Associate's degree (A. A.) or equivalent from two-year college or technical school; or three years related experience and/or training; or equivalent combination of education and experience in a law firm setting.
• Technology skills - strong knowledge of Microsoft Office Word & Excel, plus business experience with accounting and management reporting software

About R.L. Barclay & Associates

Founded in 2012, R.L. Barclay & Associates has earned a strong reputation in the recruiting industry by consistently placing top-tier talent across a broad range of disciplines. Our areas of expertise include Legal, Mortgage, Banking, Sales, Marketing, Accounting, Information Technology, Human Resources, Administrative, Oil & Gas, and Engineering.

R.L. Barclay & Associates has successfully placed hundreds of experienced professionals in law firms and corporations throughout Texas, as well as in multiple states nationwide. To learn more about our company and the current openings in our network, please visit www.rlbarclay.com.

Please reference job ID #72467.