Legal Billing Clerk Job at Pivotal Talent Search, Walnut Creek, CA

VzFSbU1qYWtpa3JNQ3ZpODZxMnJEQmVYWFE9PQ==
  • Pivotal Talent Search
  • Walnut Creek, CA

Job Description

We are seeking a Legal Billing Clerk to support all aspects of billing and collections by reviewing time entries, preparing and sending invoices, managing client payments, and maintaining accurate financial records. This role requires meticulous attention to detail, discretion with confidential information, and professional communication with clients on billing matters.

Key Responsibilities:

  • Review and process a high volume of attorney time entries to ensure accuracy and completeness
  • Prepare, generate, and distribute 300+ client invoices per month in a timely manner
  • Manage collections activities, including client follow-up, payment processing, and documentation
  • Reconcile and maintain client trust accounts in compliance with applicable rules and procedures
  • Enter and track client expenses in legal billing software (e.g., Clio)
  • Manage and record expense transactions (e.g., Ramp or similar platforms)
  • Submit invoices to insurance companies for reimbursement and monitor payment status
  • Assist in resolving client billing questions and disputes while maintaining professionalism and composure
  • Maintain accurate billing records, files, and documentation
  • Assist with basic financial reporting and budgeting tasks as needed
  • Protect the confidentiality of all financial and client information

Key Requirements:

  • High school diploma or GED
  • Legal, healthcare or accounting practice billing or bookkeeping/basic accounting experience
  • Prior experience in a law firm or legal office preferred
  • Basic understanding of billing and accounting principles
  • Experience with legal billing software (e.g., Clio, LawPay or similar)
  • Strong attention to detail and organizational skills
  • Ability to manage a high volume of invoices and billing tasks
  • Strong written and verbal communication skills for client inquiries and collections follow-up
  • Ability to maintain confidentiality, professionalism, and composure under pressure

#PTS

Job Tags

Full time, Work at office

Similar Jobs

TWO95 International, Inc

Business Analyst - Remote Work Job at TWO95 International, Inc

 ...Position Business Analyst Location Remote Work Duration Fulltime Salary $Market (Negotiable based on the experience) Requirements...  ...and compelling customer presentation. Knowledge of SAP solutions and Regulated Industries and maintain credibility with... 

Zirtual

Virtual Assistant Job at Zirtual

 ...administrative support including inbox management, data entry, transcription, and correspondence Organize and respond to emails based on client guidelines and company policies Support social media management and basic marketing tasks when needed Attend virtual... 

McCain Institute

Graduate Programs Student Recruiter Job at McCain Institute

 ...Job Profile: Outreach/Recruitment Coordinator 2 Job Family: Student Recruitment and Admission Time Type: Full time Max...  ...unit standards for timely outreach and follow-up. Ability to travel for events, networking, community outreach, and generating... 

Southern National Roofing

Call Center Manager Job at Southern National Roofing

 ...the benchmark for roofing replacement. Job Summary The Manager of Contact Center & Inside Sales is responsible for leading Southern National...  ...and outbound lead management Develop and optimize call scripts, lead qualification criteria, and appointment setting... 

Business Office, Yardley PA

Social Media Manager Job at Business Office, Yardley PA

 ...Social Media Manager JOB DESCRIPTION At Manhattan Capital LLC, we have a diverse portfolio of iconic brands spanning various sectors...  ...ensure accurate and effective organic content creation and evaluation. Execute and oversee paid social campaigns on various...