Settlement Coordinator - Referral Fees

Meirowitz & Wasserberg, LLP; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive Medical, Dental, Vision

Paid Time Off

Commuter Transit Program

Retirement Plan

Job summary

Meirowitz & Wasserberg, LLP is seeking a Settlement Coordinator to join our Finance team. You will expertly handle settlements with complex fee divisions, expenses, and liens, while ensuring accurate IOLTA reporting across jurisdictions.

You will collaborate with the firm’s financial institutions, manage case lines of credit, and verify invoices, reimbursements, and operating costs in QuickBooks. A strong Excel foundation and knowledge of attorney/referral fee calculations are essential.

Qualifications

• Bachelor's degree in Finance, Accounting or related field required.
• Minimum 2 years bookkeeping experience, preferably in a law firm.

Responsibilities

• Process and record settlements with complex fee divisions, expenses and liens.
• Report IOLTA accounts across jurisdictions with Finance team.
• Track case lines of credit with primary financial institution.
• Review invoices, prepare expense reports, process reimbursements and issue checks.
• Record operating costs (rent, utilities) in QuickBooks.
• Calculate and track attorney fees and referral fees.

Skills

2+ years bookkeeping experience

Advanced Excel

QuickBooks (Basic)

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Excel

QuickBooks

Smart Advocate

Job description

Settlement Coordinator - Referral FeesAbout Usthe company, is a trial law firm dedicated to helping injured people get the justice they deserve. We have offices in New York, New Jersey, Pennsylvania, South Carolina, North Carolina, Illinois, Florida, California, and Texas. We only represent people- not corporations. Our nationwide practice affords us the opportunity to make a difference on a broad scale, and we are looking for colleagues who share our passion.

About the RoleA mid-size plaintiff's personal injury law firm is seeking a skilled Settlement Coordinator to join our growing Finance team. The ideal candidate will be a detail-oriented individual with the skills and knowledge to handle the many distributions of the firm. This position offers an excellent opportunity for an organized and detail-oriented junior finance professional to contribute to the growth and success of our firm.

You Will:

• Accurately process and record settlements with complex fee divisions, expenses and multiple liens, in a short turnaround period.
• Work with Finance team management to ensure accurate reporting of firms IOLTA accounts in various jurisdictions.
• Work closely with the firm's primary financial institution and track the case lines of credit.
• Review and approve invoices, create expense reports, process reimbursements, deposit and issue checks.
• Accurately pay and record the different operating costs of the firm (i.e. rent, utilities, etc) in Quickbooks.
• Calculate and track attorney's fees, including referral fees.

You Have:

• Bachelor's degree in Finance, Accounting, or a related field.
• 2+ years of experience in bookkeeping, preferably within a law firm or legal services environment.

Advanced Excel knowledge (pivot tables, VLOOKUP's, advanced formulas, etc)

• Basic (2+ years) QuickBooks knowledge

Nice to Have:

• Experience using Smart Advocate.
• Knowledge of personal injury law firm processes and related financial processes.

Our Benefits:

• Comprehensive Medical, Dental and Vision Insurance Plans
• Paid Time Off
• Commuter Transit Program
• Retirement Plan