Job Description

Please connect with me on LinkedIn as well @Steven Sigesmund

Job Title: Collections Specialist

Location: New York NY 10017 AND Boston MA 02110

Salary/Payrate: $85K-$95K annually and AWESOME benefits!!!

Work Environment: Hybrid (1-2 days WFH after initial 60 day ramp up period)

Term: Permanent / Fulltime

Bachelor’s degree required: No

Referral Fee: AMS will pay $500 should the person you refer gets hired

JOB DESCRIPTION

The Collections Specialist is responsible for the accurate and efficient preparation of invoices for various Billing Attorneys. This position will interact with all levels of attorneys, clients and staff to effectively drive the collection process. The candidate will assist with collections, AR analysis, e-bill invoice rejections, invoice resubmissions, Credit/Retainers refunds, client calls as needed. Candidate should also be flexible to work overtime as needed.

Key Responsibilities

• Responsible for daily function of collection efforts, including inventory review, regular consultation with attorneys to review issues related to A/R and determine best strategy for collection
• Responsible for accounting functions including but not limited to accounts receivable and billing
• Proactively and efficiently communicates accounts receivable information to office and firm management
• Processes client bills using Pre-bill Viewer and Aderant software
• Submits electronic client invoices and accruals via various e-billing websites
• Researches and responds to accounting and billing questions; communicates with clients as needed
• Reviews and edits pre-bills in response to requests from attorneys and legal support specialists
• Analyzes client balances and client ledgers (payments and applications)
• Application and re-application of deposits, retainers, unapplied cash
• Assists with client refunds
• Reviews client AR balances and collection communication with the Billing Attorney/Business Director/Revenue Director
• Develops and prepares collection and A/R related reports; account reconciliations
• Enters and maintains collection notes into our Dashboard/Aderant Collection system
• Assists with our yearly Internal Audit (researches credits and initiates any refunds, updates the collection notes, etc.)
• Assists with other special projects, ad hoc reports, and activities as needed, and performs additional duties as assigned
• Flexibility to attend onsite trainings, work overtime and conduct business travel as needed

Qualifications

Skills & Competencies

• Excellent interpersonal and communication skills (oral and written), professional demeanor, and presentation, including active listening and ability to convey information clearly
• Ability to prioritize workload and adapt to a fast-paced, high-pressure environment to meet strict deadlines to achieve business goals and objectives
• Highly motivated, self-starter who can work well under minimal supervision, as well as take a proactive approach in being team-oriented
• High attention to detail, outstanding organizational skills, and the ability to manage time effectively
• Analytical with strong problem-solving skills, takes initiative and uses good judgment, excellent follow-up skills
• Proactive in identifying accounting issues and providing solutions

Education & Prior Experience

• Bachelor’s Degree or equivalent experience in Accounting, Finance, or related field preferred
• Minimum three years of Collections experience, preferably in the professional services industry (legal, accounting, insurance, healthcare
• Exceptional computer skills with the ability to learn new software applications quickly

Technology

• Aderant software, Concur, Prebill Viewer, and Ebilling Hub experience a plus
• Proficiency with Windows-based software, strong Excel preferred
• Understanding of AI capabilities, limitations, and responsible use in a professional environment.
• Familiarity with, or willingness to learn, firm-approved AI tools (e.g., Copilot, ChatGPT, or similar platforms) to support daily workflow and/or improve work quality.

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