Legal Financial Assistant

Legal Financial Assistant Elder Law Guidance - Richmond, Kentucky Full-Time | In-Office Our growing law firm is seeking a detail-oriented and highly organized Legal Financial Assistant to join our team. This position works at the intersection of legal planning and financial management, supporting attorneys and leadership by managing the financial and administrative aspects of client cases. The ideal candidate will possess strong analytical skills, experience with legal accounting processes, and the ability to communicate financial information clearly and professionally with clients.

About Us:

We care about clients, not just their cases. Our policies ensure clients receive care and attention at every stage, and when personal needs arise, we do our best to help. This leads to happier clients and a better workplace. We prioritize both client experience and staff well-being. No overtime or weekend calls are expected, but excellence is required. Team members participate in quarterly retreats, weekly meetings, training, and coaching. We will ask you to complete a survey and 2nd assessment before meeting face-to-face. We do this to ensure that you are a good fit for the position you are applying for and that you will be happy and invigorated in your role. If you do not wish to complete the next steps, please do not apply. Key Responsibilities Review financial accountings and court-related financial filings for accuracy and compliance Completing and filing probate tax returns, inheritance tax returns, and clients' trust tax filings Maintaining bookkeeping for the firm and producing needed financial reports monthly Answer client questions regarding taxes, account liquidations, distributions, and potential penalties Assist the Director with case billing cycles, invoicing, and accounts receivable management Audit billable time entries of attorneys and support staff to ensure accuracy in billing descriptions, billing rates and legal compliance Maintain organized financial and client records within firm systems Coordinate with attorneys and staff to ensure proper financial documentation is completed timely Support legal case management through financial tracking and reporting Identify discrepancies and resolve billing or accounting issues efficiently and professionally Qualifications Minimum of 4 years of experience in legal accounting, billing, bookkeeping, or professional services preferred or Bachelor Degree in Accounting Strong proficiency in Microsoft Excel and financial data management Meticulous attention to detail and strong numeric aptitude Ability to manage confidential financial and legal information with discretion Excellent communication and client service skills Ability to multitask and manage deadlines in a fast-paced legal environment Experience with legal billing software or case management systems is a plus Preferred Traits Strong organizational and problem-solving skills Professional and dependable work ethic Ability to work independently while collaborating with a team High level of accuracy in billing documentation and financial reporting Comfortable communicating financial matters to clients in a clear and compassionate manner

Pay:

$19.23 - $21.63 per hour

Benefits:

Dental insurance Health insurance Life insurance Paid time off Vision insurance

Work Location:

In person