Company

LorchGreene LLPSee more

addressAddressThousand Oaks, CA
type Form of workFull-Time
CategoryEngineering/Architecture/scientific

Job description

Job Description

LorchGreene is a Forensic Accounting Firm specializing in helping attorneys address the complex issues involved in Business Evaluation and Family Law Litigation. 

Here's What You'll Do

Billing

  • Generate & circulate all pre-bills and invoices from Office Tools for Partners
  • Set up all new clients for LorchGreene into Office Tools
  • Set up all new non-client contacts into OfficeTools
  • Maintain accurate data for all contacts within OfficeTools
  • Maintain accurate information for administrative records as necessary (i.e., staff passwords for OfficeTools, a master spreadsheet of user rights for OfficeTools, New User Setup)
  • Collaborate with Partners and Controller to provide any reports or metrics as needed

Receivables/Collections

  • Record payments received in the office, dispense daily collections log to partners
  • Responsible for the collection of billed amounts from clients
    • Including follow-up as needed, and working with external resources to receive final payments

Administration

  • Work effectively with staff and clients in all aspects of case administration: correspondence, updates, retainer accounting, retainer replenishment, workflow of cases, and all other various responsibilities as requested by the Partners.
  • Ability to adapt to evolving work environments and changing priorities.
  • Flexibility in handling diverse tasks to meet the dynamic needs of the organization.
  • Courteous and professional interaction with clients, partners, and visitors.
  • Dedication to providing exceptional service and support.
  • Follow up on deadlines and outstanding requests for all cases
  • Prepare, send out, and follow up on new client Intake Sheets and Agreements for all cases
  • Assist on various tasks as needed to maximize Partner, Case, and/or Firm productivity
  • Screen all incoming calls and correspondence and respond independently when possible
  • Facilitate communication with partners, administration, and all levels of employees, etc.
  • Compose routine correspondence and basic declaration drafts as needed

Facilities and Events

  • Oversee, plan, and coordinate activities of all custodial maintenance at LorchGreene
  • Maintain all onsite nontechnology equipment, and aesthetics of the office to the standards set forth by LorchGreene
  • Responsible for planning, budgeting, and executing events set forth by LorchGreene
  • Responsible for all holiday or anniversary-related communications to clients

Here's What You'll Bring to The Table

  • A minimum of 5-7 years of administrative experience in a fast-paced environment
  • Ability to consistently work normal office hours 8:30 am-5:30 pm on-site
  • Relevant financial/law office experience is highly desirable, though not required
  • Strong PC platform skills (proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat, Laserfiche, Amicus, and Office Tools)
  • Ability to perform all billing processes for redundancy
  • Outstanding organizational skills
  • Very strong attention to detail
  • Strong communication and interpersonal skills (written and verbal)
  • Ability to manage multiple projects in a fast-paced environment and able to prioritize projects
  • A high degree of proactivity and initiative
  • Ability to maintain professionalism in stressful situations
  • A polished presentation of everything you do
  • Maintain a positive attitude Here's What We'll Bring to The Table
  • Competitive benefits package including Medical, Dental, and Vision, Matching 401K with participation, STD, LTD, Life Insurance, PTO, and Holidays.

LorchGreene LLP is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law

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Refer code: 6622841. LorchGreene LLP - The previous day - 2023-12-01 10:25

LorchGreene LLP

Thousand Oaks, CA
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