Retainer Specialist
$59,010–$73,320 year
On-site · Atlanta, Georgia, United States
Job Summary
Retainer Specialist in our Atlanta office responsible for tracking and collection of client retainers. Responsibilities include basic accounting processes, reconciliation of client-matters, monitoring trust account activity (including settlement checks, refund trust, unapplied cash, and retainers), preparing regular and ad hoc monthly reports, staying up to date on AR processes, and communicating updates to the Client Funds Manager, attorneys, and clients. Serves as the point person for retainers and assists with special projects and additional duties as assigned. Requires organization, confidentiality, attention to detail, and proficiency with Microsoft Office; prior law firm experience is a plus.
Required Qualifications
- Bachelor's degree preferred
- Experience with Microsoft Office Suite (Excel, Word & Outlook)
- Law Firm experience a plus
- Attention to detail
- Ability to maintain confidentiality and security standards
- Willingness to perform accounting processes and reconciliations
- Experience with trust accounts and client funds
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