Settlement & Finance Specialist - Personal Injury Law

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

Benefits offered by this job

Comprehensive Medical, Dental and Eye

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 be responsible for processing settlements with complex fee divisions, expenses, and liens, ensuring accurate IOLTA reporting, and managing payments and reimbursements.

This role offers an opportunity for growth in a mid-size plaintiff’s personal injury firm with nationwide offices. The ideal candidate has a finance or accounting background, 2+ years of bookkeeping experience (preferably in a law

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, VLOOKUPs, advanced formulas, etc)
• Basic (2+ years) QuickBooks knowledge

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 IOLTA accounts in various jurisdictions.
• Collaborate 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 firm’s operating costs (rent, utilities) in QuickBooks.
• Calculate and track attorney’s fees, including referral fees.

Skills

Advanced Excel knowledge

2+ years bookkeeping experience

Education

Bachelor’s degree in Finance/Accounting or related field

Tools

QuickBooks

Job description

Meirowitz & Wasserberg, LLP is seeking a Settlement Coordinator to join our Finance team. You will be responsible for processing settlements with complex fee divisions, expenses, and liens, ensuring accurate IOLTA reporting, and managing payments and reimbursements.

This role offers an opportunity for growth in a mid-size plaintiff’s personal injury firm with nationwide offices. The ideal candidate has a finance or accounting background, 2+ years of bookkeeping experience (preferably in a law