Find & Apply For Personal Financial Advisor Jobs in Lyndhurst, New Jersey

Why Join Affinity Injury Law Affinity Injury Law is a rapidly growing plaintiff personal injury law firm dedicated to providing exceptional legal representation and outstanding client service throughout New Jersey. Our team combines compassionate client advocacy with operational excellence, leveraging technology, standardized workflows, and collaborative teamwork to deliver exceptional results for every client. As Affinity continues to grow, we are seeking talented professionals who want to grow with us, make a meaningful impact, and help shape the future of our organization. We are committed to investing in our people by creating opportunities for professional growth, recognizing exceptional performance, and fostering an environment where every employee can make a meaningful impact. Overview We are seeking an experienced Financial / Trust Account Coordinator to join our Operations Department. This position plays a critical role in ensuring the accuracy, integrity, and compliance of the firm's financial operations by managing attorney trust accounts, settlement deposits, disbursements, reconciliations, and financial reporting. The ideal candidate is highly organized, detail-oriented, and committed to maintaining the highest level of financial accuracy and confidentiality.

Job Type:

Full-Time / Onsite Responsibilities Manage daily activity involving attorney trust (IOLTA) accounts. Process and reconcile settlement deposits and client disbursements. Prepare trust account checks and electronic payments. Reconcile trust account balances and investigate discrepancies. Maintain accurate client trust ledgers and financial records. Coordinate with attorneys and billing staff regarding settlement distributions. Verify settlement funding prior to disbursement. Assist in preparing settlement accounting documentation. Maintain compliance with New Jersey attorney trust accounting requirements. Process bank deposits, wire transfers, and electronic transactions. Assist with month-end financial reconciliations and reporting. Maintain strict confidentiality regarding financial and client information. Collaborate with billing, operations, and firm leadership to ensure accurate financial processes. Perform other accounting and administrative duties as assigned. Qualifications Minimum of 3 years of experience in legal accounting, trust accounting, bookkeeping, or law firm finance. Experience working with attorney trust (IOLTA) accounts preferred. Strong understanding of financial reconciliations and accounting principles. Exceptional attention to detail and organizational skills. Excellent written and verbal communication skills. Ability to manage multiple priorities while maintaining accuracy. Proficiency with Microsoft Excel and Microsoft Office. Experience with legal case management software (CloudLex preferred). Experience with accounting software is a plus. Bilingual (Spanish) is a plus but not required. Compensation The base salary for this position will be determined during the interview process and will vary based upon experience, qualifications, and overall fit. In addition to base compensation, Affinity Injury Law offers a comprehensive benefits package for eligible employees. Benefits Medical Insurance Paid Time Off Paid Holidays Professional Development Opportunities Collaborative Team Environment Career Growth Opportunities Equal Opportunity Employer Affinity Injury Law is an Equal Opportunity Employer and is committed to creating an inclusive workplace for all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other status protected by applicable law. No phone calls or agencies, please. Affinity Injury Law is not accepting unsolicited resumes from search firms or staffing agencies. Any unsolicited resumes submitted will become the property of Affinity Injury Law, and no placement fee will be paid.

Pay:

$60,000.00 - $80,000.00 per year

Benefits:

Health insurance Paid time off

Work Location:

In person