Settlement Distribution Coordinator - Referral Fees

Meirowitz-; New York (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Comprehensive Medical, Dental and Vis

Paid Time Off

Commuter Transit Program

Retirement Plan

Job summary

Meirowitz & Wasserberg, LLP is seeking a Settlement Distribution Coordinator to join our Finance team. The role focuses on processing settlements with complex fee structures, expenses, and liens, while ensuring accurate IOLTA reporting across jurisdictions.

The ideal candidate has a finance or accounting background with 2+ years of bookkeeping experience, strong Excel skills, and QuickBooks knowledge. This is a great opportunity for a detail-oriented professional in a growing law firm.

Qualifications

• 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.
• Experience with Smart Advocate is a plus.

Responsibilities

• 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 the firm’s 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.

Skills

Advanced Excel

Attention to detail

Education

Bachelor's degree in Finance/Accounting or related field

Tools

QuickBooks

Smart Advocate

Job description

Settlement Distribution Coordinator - Referral Fees

About Us

Meirowitz & Wasserberg, LLP, 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 Role

A mid-size plaintiff’s personal injury law firm is seeking a skilled Settlement Distribution 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

$75,000 - $85,000 a year