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Settlement Coordinator - Referral Fees (Remote)

Role overview

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

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 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.

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Detail Oriented
  • Time Management

About the company

Meirowitz & Wasserberg, LLP logo

Meirowitz & Wasserberg, LLP

  • Legal Services
  • 11–50
Meirowitz & Wasserberg, LLP, is a trial law firm that is dedicated to fighting for injured people. Samuel Meirowitz and Daniel Wasserberg have amassed over 300 MILLION DOLLARS in verdicts and settlements on behalf of their clients and have been recognized by Super Lawyers and the Top 100 Trial Lawyers. While professional accolades are certainly nice, nothing is better than a client or their loved one telling us how much they appreciate all of the hard work we did once their case resolves. We love helping people, and our goal is always to recover the maximum compensation that our clients are entitled to receive. Through our legal services, Meirowitz & Wasserberg is privileged to empower injured people with a strong voice against corporate malfeasance or injustice at the hands of others. If we accept your case, you become part of the Meirowitz & Wasserberg family, not just another file in a mountain of cases. Each case receives personalized attention by an attorney, and clients are treated with the respect they deserve. During attorney-client conferences our objective is to create a comfortable environment where clients can speak freely and are encouraged to ask questions. We understand that families come to us in the midst of serious emotional, physical, and financial challenges and that is why our mission is to offer compassionate but aggressive legal support with the goal of obtaining the best results possible.

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Job description

Settlement 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 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

Salary: 75000 - 85000 USD per year

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