The Corporate Services Billing Clerk plays an essential role in assisting the team in their day-to-day work. You understand the importance of confidentiality in a professional setting and pay great attention to detail. You are organized and able to focus on the task at hand. Your ability to prioritize assists you in meeting deadlines and responding in a timely manner.
Field Law is committed to upholding our core values of Collegiality, Integrity, and Professional Excellence, which serve as the foundation of our dedication to creating a high-quality, collaborative, and respectful environment for everyone.
Duties + Responsibilities
- Prepare DDIs of all corporate matters monthly for review
- Prepare invoices for corporate matters as instructed
- Send corporate invoices to clients
- Prepare reports monthly for WIP, Trust and Accounts Receivable; check status of WIP funds held in trust
- Prepare documents in Acumin to receive and send closing funds
- Backup preparation of statement of trust receipts and disbursements on closings
- Send the Team Lead/Partner status of WIP on General Matters file weekly
- Preparation of billing packs for corporate matters, as requested by corporate team, for review by clerk/paralegal and/or Partner
- Preparation of draft invoices for corporate matters for approval by corporate team
- Monthly preparation of DDIs of corporate matters with work over 30 days; review DDIs for billable activity; send DDIs to corporate paralegals/Partner
- Review closing files for zero balances on WIP, Trust and AR; instruct Billing to write off WIP, and get approval from Accounts Committee, if needed
- Process payments by credit card of invoices and notary services
- Process retainer payments, including CIV-FTA form when applicable
- Processing deposit of funds into trust sent by wire/EFT (duplicate payment, excess payment, etc.)
- Processing requests for cheques to return trust funds; handling of cheques and mailing them to clients
- Batching of corporate disbursement receipts to send to Payables
- Answer questions for clients regarding payment of invoices
- Returning by mail of cheques from clients of duplicate payments of invoices
- Review monthly lists of corporations with annual returns due for Corporate Services department and identify corporations with overdue invoices
- Following-up on outstanding receivables and annual return packages
- Pull files for closing from cabinets and prepare closing file checklist; submit file to lawyer for signature, and send checklist to Compliance
- Backup for physical filing of loose documents
- Other tasks as assigned
Qualifications + Skills
- Experience working in a law firm or a similar professional setting.
- Advanced computer skills.
- Excellent organizational skills with strong attention to detail.
- Excellent follow-up skills.
- Ability to prioritize effectively and handle high pressure deadlines.
Working Conditions
- Ability to work in a fast-paced and dynamic work environment.
- Normal week-day office hours (35).
Qualified applicants can submit their resume to: careers@fieldlaw.com