Legal Finance & Client Intake Coordinator

Whiteford,-Taylor-; Lexington (KY); On-site; USD 50,000 - 65,000; Full time

Job summary

Whiteford,-Taylor- is seeking a Legal Finance Coordinator in Lexington, KY. The role manages the intake process for new clients and supports the practice with case metrics, billing, and day-to-day administration for attorneys and professionals.

Responsibilities include preparing engagement letters, opening files, performing conflict checks, coordinating financials between the Firm and affiliated practice, managing calendars, travel, and invoices, and maintaining electronic and physical client

Qualifications

• Three to five years of accounting/financial/administrative experience in a law firm or similar professional environment.
• Proficiency in MS Word; intermediate Excel and PowerPoint.
• Knowledge of court filing and e-filing requirements.
• Aptitude for learning and using other office software and technology as needed.
• Strong written and verbal communication; proficiency in spelling and English grammar and punctuation.
• Excellent proofreading skills.
• Detail oriented with initiative and judgment.
• Ability to work cooperatively with coworkers and supervisors.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.
• Work schedule flexibility, including overtime.

Responsibilities

• Manage inflow of new cases and clients, prepare and coordinate engagement letters, open new files and perform conflict checks as requested.
• Create, format, edit, proofread, and manage Word documents, Excel spreadsheets, and PowerPoint presentations. Draft routine correspondence, forms, etc., under supervision.
• Assist Office Managing Partner with coordinating case financials between the Firm and affiliated legal practice to determine appropriate attorneys’ fees and expense reimbursements.
• Manage calendars, scheduling and coordinate changes in meeting schedules; schedule depositions, hearings, etc.
• Process client distributions from IOLTA, manage monthly billing procedures, maintain electronic and physical client files, and close inactive files.
• Make travel arrangements.
• Track, organize, and process attorney expense reimbursements, invoices, and check requests.
• Work independently or under general direction to complete special projects and assignments.
• Perform other duties as assigned.

Skills

MS Word

Excel

PowerPoint

Court filings

E-filing

Proofreading

Communication

Detail oriented

Multitasking

Billing

Job description

Whiteford,-Taylor- is seeking a Legal Finance Coordinator in Lexington, KY. The role manages the intake process for new clients and supports the practice with case metrics, billing, and day-to-day administration for attorneys and professionals.

Responsibilities include preparing engagement letters, opening files, performing conflict checks, coordinating financials between the Firm and affiliated practice, managing calendars, travel, and invoices, and maintaining electronic and physical client