Remote Accounts & Admin Specialist – Bookkeeping & Client Ops

Twoconnect; United States; Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Work from home

HMO with dependents

Training programmes

Global opportunities

Wellness sessions

Job summary

Twoconnect is seeking an Accounts & Administration Officer to support daily operations of a boutique legal services firm. You will handle administrative coordination, client and matter records, and basic bookkeeping, including invoicing and accounts payable/receivable.

The role emphasizes organisation, accuracy, and discretion, with opportunities for process improvements and career development. The position supports remote work with a global client base and a focus on professional services.

Qualifications

• Bachelor’s degree preferred in Business Administration, Commerce, Accounting, Legal Studies or related field.
• At least three years’ experience in administration, office coordination or professional services support is essential.
• Experience in a legal practice or legal services business is highly regarded.
• Practical experience with invoicing, expense entry, basic accounts payable/receivable and routine reconciliations is essential.
• Proficiency in Microsoft 365, particularly Outlook, Word and Excel, is essential.
• Experience with a bookkeeping platform, practice management system or CRM is highly regarded; ability to learn new systems quickly is essential.
• Clear written and spoken English, including accurate email drafting and professional client communication, is essential.
• Strong document preparation, proofreading, digital filing and record management skills are essential.
• Excellent organization, attention to detail and the ability to manage competing requests and deadlines are essential.
• Discretion and sound judgment in handling confidential client, legal and financial information are essential.
• Ability to follow documented approval workflows for billing, expenses, payments and access to records is essential.
• A practical, service-oriented approach to supporting a small team and improving repeatable administrative processes is essential.
• Ability to work independently, ask for clarification when needed and escape errors or risks promptly is essential.
• Ability to demonstrate these skills in a practical assessment of email triage, document formatting, Excel, invoicing and basic reconciliation is essential.

Responsibilities

• Administration and client support, monitoring shared inboxes and responding to requests.
• Coordinate calendars, meetings, appointments and follow-ups.
• Maintain accurate client and matter records, filing systems and document control.
• Support client onboarding by collecting information and tracking requirements.
• Format, proofread and distribute correspondence and reports.
• Track deadlines and escalate issues when needed.
• Coordinate supplier, office and team administration activities.
• Maintain contact, referral and opportunity records.
• Assist with proposals, engagement administration and service coordination.
• Prepare and issue invoices based on approved billing instructions.
• Process supplier invoices, expenses and maintain accounts payable records.
• Record receipts and maintain accounts receivable records; follow up on payments.
• Assist with basic bank and credit card reconciliations.
• Prepare billing and administrative status reports and identify process improvements.
• Improve templates, checklists and file management processes as the business grows.
• Support additional administrative duties as required.

Skills

Strong English

Attention to detail

Excellent organization

Discretion

Email drafting

Record management

Independent work

Communication

Education

Bachelor’s degree

Tools

Microsoft 365 - Outlook

Microsoft Word

Microsoft Excel

Practice management system

CRM

Bookkeeping platform

Job description

Twoconnect is seeking an Accounts & Administration Officer to support daily operations of a boutique legal services firm. You will handle administrative coordination, client and matter records, and basic bookkeeping, including invoicing and accounts payable/receivable.

The role emphasizes organisation, accuracy, and discretion, with opportunities for process improvements and career development. The position supports remote work with a global client base and a focus on professional services.