Our firm needs an exceptional Billing Clerk Specialist to assist the partner attorneys in managing the Firm's processes and systems related to all billing concerns.

We are fully invested in policies and procedures and systems and believe in a team approach, where you can ask for help when you need it without fear of being judged. But at times, you will also need to know how to figure things out on your own and be able to creatively solve problems and come up with solutions. 

You will be working in a small office where staff members are all accountable to one another. We are strong believers in the team approach, and our office is a team environment. 

You need to be able to talk to all people in a polite, professional, and well-spoken manner that puts them at ease.

Most importantly, you must have compassion when dealing with our clients. As an ambassador to the world for our firm, you will be one of the first people to whom our clients speak. Your ability to listen to what you are being told and ask follow-up questions as necessary is very important. 

If you are selected for this position, you will be a part of a wonderful team of people who take great pride in their work and always strive to get the job done right the first time. You will become a part of a team that is rewarded for hard work. You will be challenged, have fun, be compensated, and help our clients.

• Review time and billing system daily
• Prepare pre-bills monthly and provide them to the Owner for review and approval
• Prepare final invoices/statements and send them to clients in accordance with the Firm's policies for time-keeping, billing, and expense tracking
• Process payments, manage retainer/trust account compliance, auto-replenishment, and installment payments

• High School Diploma, at a minimum; some college preferred
• Prior experience in a professional service business
• A high degree of accuracy with strong attention to detail; excellent math skills
• Excellent verbal and written communication skills (grammar, punctuation, spelling, and proofreading skills)
• Ability to enjoy being a team player and provide great customer service

• Our Firm's Mission: Empowering people to live with greater joy and freedom from fear as they age
• Our Firm’s Vision: We exist to transform the cultural mindset about aging, and the individual experience of it, from fear to freedom – one great plan at a time.
• Our Firm’s core values: Love, Gratitude, Kindness, Excellence, Discipline, Honesty, Compassion, Accountability, Energy, Creativity, Drive, Adaptability