Legal Finance & Operations Specialist

Whiteford, Taylor & Preston, LLP; Lexington (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

Whiteford, Taylor & Preston, LLP in Lexington, KY seeks a Legal Finance Coordinator to manage new client intake, coordinate financials, and support attorneys with day-to-day administration. The role requires strong MS Word, Excel, and PowerPoint skills, plus experience with billing and case management systems.

Responsibilities include engagement letters, conflict checks, calendar management, travel arrangements, and monthly billing processes.

Qualifications

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

Responsibilities

• Manage intake of new cases and clients; prepare engagement letters and open matters; perform conflict checks.
• Format, edit, proofread Word documents, Excel spreadsheets, and PowerPoint presentations.
• Assist with coordinating case financials between the Firm and affiliated practice to determine attorneys' fees and reimbursements.
• Manage calendars and scheduling; coordinate depositions and hearings.
• Handle monthly billing procedures and maintain electronic and physical client files.
• Arrange travel as needed.
• Track and process attorney expense reimbursements, invoices, and check requests.
• Work independently or on special projects as directed.
• Perform other duties as assigned.

Skills

MS Word

Excel

PowerPoint

Attention to detail

Communication

Education

Bachelor's degree

Paralegal certificate

Tools

Billing software

Case management

Document management

Job description

Whiteford, Taylor & Preston, LLP in Lexington, KY seeks a Legal Finance Coordinator to manage new client intake, coordinate financials, and support attorneys with day-to-day administration. The role requires strong MS Word, Excel, and PowerPoint skills, plus experience with billing and case management systems.

Responsibilities include engagement letters, conflict checks, calendar management, travel arrangements, and monthly billing processes.