Legal Finance Coordinator

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

Job summary

Whiteford Taylor Preston, LLP. in Lexington, KY is seeking a Legal Finance Coordinator to manage new client intake, assist with financials, and coordinate day-to-day administration for the practice group.

The role supports attorneys with billing, expense reimbursements, and case file management. Strong MS Word, Excel, and PowerPoint skills, plus familiarity with court filing requirements, are essential.

Qualifications

• High level MS Word proficiency; intermediate Excel and PowerPoint.
• Knowledge of court filing requirements and e-filing procedures preferred.
• Aptitude for learning other office software and technology as needed.
• Strong written and verbal communication; excellent English grammar and proofreading.
• Detail oriented with the ability to exercise sound initiative and judgment.
• Ability to work cooperatively with colleagues and supervisors; manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage inflow of new cases and clients, prepare engagement letters and open files with conflict checks.
• Create, format, edit, proofread Word documents, Excel spreadsheets and PowerPoint presentations; draft routine correspondence.
• Assist with coordinating case financials to determine attorney fees and expenses.
• Manage calendars and scheduling; coordinate depositions and hearings as needed.
• Handle monthly billing processes, client file maintenance, and active file closures.
• Arrange travel for staff as required.
• Track and process attorney expense reimbursements and invoices.
• Work independently or on special projects and assignments.

Skills

MS Word

Excel

PowerPoint

Court filings

English grammar

Proofreading

Detail oriented

Initiative and judgment

Teamwork

Multitasking

Overtime flexibility

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Legal Finance Coordinator

Lexington Legal Administrative Asst Full Time Lexington, KY, US

3 days ago Requisition ID: 1048

Salary Range: $50,000.00 To $65,000.00 Annually

Position Summary:

The Legal Finance Coordinator manages the intake process for new clients and serves as the liaison with affiliated legal practice. Provides a wide range of administrative support to the practice’s attorneys and professionals including coordinating financials, maintaining case metrics and day-to-day administration of the practice.

Position Responsibilities:

• Manage inflow of new cases and clients, prepare and coordinate execution of engagement letters, submit new file openings and conflict checks as requested in accordance with the Firm’s guidelines for new client and matters.
• Create, format, edit, proofread, and manage Word documents, Excel spreadsheets, and PowerPoint presentations. Draft routine correspondence, forms, etc. under the supervision of an appropriate attorney/professional.
• 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 using independent judgment and knowledge of priorities. Schedule depositions, hearings, etc.
• Perform administrative responsibilities such as: process client distributions from IOLTA and, manage monthly billing procedures, establish and maintain up-to-date electronic and physical client files, and closing inactive client 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 and Abilities:

• High level of proficiency in MS Word; intermediate proficiency in Excel and PowerPoint.
• Knowledge of various court requirements for filing documents and e-filing processes and procedures preferred.
• Aptitude for learning and use of other office software and technology as needed.
• Strong written and verbal communication skills; proficiency in spelling and correct use of English grammar and punctuation.
• Excellent proofreading skills.
• Detail oriented
• Ability to exercise sound initiative and judgment.
• Ability to work cooperatively and professionally with co-workers and supervisors.
• Ability to manage multiple priorities and work in a fast-paced, team-oriented environment.
• Work schedule flexibility, including availability for overtime.

Qualifications:

• Three to five years of accounting/financial/administrative experience in a law firm or similar professional environment.