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Billing Assistant
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Kimberly A. Pinchbeck, PC
Richmond, VA (In Person)
$45,000 Salary, Full-Time
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Job Description
Billing Assistant Kimberly A. Pinchbeck, PC Richmond, VA Job Details Full-time $40,000 - $50,000 a year 3 hours ago Benefits 401(k) Paid time off Qualifications Customer communication Confidential information handling Microsoft Outlook Spreadsheets Accurate transaction records management Administrative experience Legal administrative experience Financial records management Financial record maintenance Business Administration Business Associate's degree Quality data entry Full Job Description Job Overview Kimberly A. Pinchbeck, PC, a boutique trusts and estates firm located in the City of Richmond, is seeking a full-time billing assistant. This role involves ensuring accurate client invoicing, payment processing, trust account recordkeeping, and financial data entry while maintaining excellent client service and confidentiality. Key Responsibilities Prepare, review, and distribute client invoices for estate planning, probate, and trust administration matters. Enter and maintain billing data within the firm's practice management and accounting systems. Monitor attorney time entries and expense records to ensure accurate invoicing. Process client payments received by check, credit card, ACH, and other payment methods. Assist with accounts receivable management, including payment tracking and follow-up on outstanding balances. Maintain accurate records of client retainers and trust account transactions in accordance with applicable regulations. Reconcile billing records and assist with monthly financial reporting. Respond professionally to client billing inquiries and resolve discrepancies. Generate billing reports for attorneys and firm management. Assist with collections efforts while maintaining positive client relationships. Ensure confidentiality of client information and financial records. Perform other administrative and accounting duties as assigned.