Financial Operations Assistant
$50,000–$65,000 year
On-sitePhiladelphia, Pennsylvania, United States
Job Summary
Prepare and send releases and settlement documents to clients for signature, explain each package, and confirm receipt before transmitting executed releases to insurance carriers. Run child-support searches through state portals, draft distribution sheets covering gross recovery and liens, and route them for electronic signature. Verify payees and amounts on settlement, med-pay, lien, and trust checks, then mail funds to clients, medical providers, and lienholders. Coordinate with distribution, trust-accounts, and case-cost desks to ensure costs and liens are accounted for before disbursement, while maintaining audit-ready financial data. Manage a high volume of concurrent closeouts across Pennsylvania, New Jersey, and Delaware, providing backup support to the finance team during peak periods.
Required Qualifications
- Bachelor's degree
- Customer-service experience, ideally in a role with regular direct client or customer contact by phone and email
- Ability to explain settlement documents in plain language, and to recognize the line between explaining a document and giving legal advice
- High attention to detail in high-volume, deadline-driven work, including verifying payees and amounts before funds go out
- Ability to learn case-management software, electronic-signature tools, and spreadsheets
- Discretion with confidential client, medical, and financial information
Desired Qualifications
- IOLTA familiarity
- exposure to medical, health-insurance, and workers' compensation subrogation liens
- Experience running child-support or other lien searches through state portals
- Experience with DocuSign, Adobe Sign, or a comparable e-signature platform
- Litify or a comparable practice-management platform
- working knowledge of PA / NJ / DE personal-injury or workers' compensation practice
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