Settlement Accounts Specialist (Client Funds)

Chaffin-Luhana-LLP-2; Pittsburgh (Allegheny County); On-site; USD 45,000 - 49,000; Full time

Benefits offered by this job

401k Contributions

Charitable Donations

Healthcare Insurance

Dental Insurance

Vision Insurance

HRA contribution

Dependent Care FSA

Flexible Spending Account

Time Off (PTO)

Annual Bonus

Job summary

Chaffin Luhana LLP in Pittsburgh, PA, seeks a Client Accounts Specialist to manage the financial lifecycle of settlement cases, including accounts payable, disbursements, and client communications. You will maintain records, assist with monthly reporting, and ensure accuracy and confidentiality.

The role combines hands-on bookkeeping with direct client interaction, requiring meticulous attention to detail, strong communication, and the ability to work with attorneys and staff to support timely

Qualifications

• High school diploma or equivalent.
• 2+ years of bookkeeping and/or accounting experience.
• Experience with Microsoft 365 applications (Excel, Word, and Outlook).
• Basic (or better) knowledge of QuickBooks.
• Strong communication skills with clients, attorneys, and team members.
• Excellent organizational and time management skills.
• A pristine record with no personal or business bankruptcies or criminal record.

Responsibilities

• Resolve client liens, draft disbursement statements, and issue checks to clients
• Maintain client account records in the firm's case management system
• Communicate with clients via phone, email, and other channels, responding promptly and professionally
• Collaborate with attorneys and team members to support clients
• Maintain accurate records of client interactions and data confidentiality
• Monitor case progress and provide updates to clients
• Identify opportunities to improve client satisfaction and streamline processes
• Develop knowledge of personal injury and mass tort law to serve clients
• Process operating and IOLTA deposits accurately and timely
• Collaborate with internal departments to obtain approvals and supporting documents
• Generate cost reports and verify documentation to support disbursements

Skills

Communication skills

Organizational skills

Time management

Attention to detail

Data confidentiality

Team collaboration

Problem solving

Education

High school diploma

Associate or bachelor’s degree in finance or accounting

Tools

Microsoft 365

QuickBooks

Case management software

Job description

Chaffin Luhana LLP in Pittsburgh, PA, seeks a Client Accounts Specialist to manage the financial lifecycle of settlement cases, including accounts payable, disbursements, and client communications. You will maintain records, assist with monthly reporting, and ensure accuracy and confidentiality.

The role combines hands-on bookkeeping with direct client interaction, requiring meticulous attention to detail, strong communication, and the ability to work with attorneys and staff to support timely