Accounting Assistant

Description

The Jeffcoat Firm is seeking a detail-oriented and dependable Accounting Assistant to support daily accounting operations, client cost processing, bank deposits, accounts payable, and financial documentation workflows. This role is ideal for someone who is highly organized, comfortable handling checks and financial records, and able to work accurately in a fast-paced professional environment.

The Accounting Assistant will work closely with the accounting team, disbursement team and firm leadership to ensure that client-related payments, deposits, invoices, and accounting records are processed efficiently, securely, and in accordance with firm procedures.

Key Responsibilities

Check Processing and Client Cost Payments

• Review check request queues and regularly monitor the Sage check queue. 
• Print checks for prepaid client cost expenses. 
• Match check documentation to printed checks. 
• Mail checks and upload supporting documentation into the appropriate client matter. 
• Assist with reviewing outstanding check records, including trust checks returned to the firm. 

Insurance Resolution Checks and Deposits

• Maintain and update the insurance resolution check spreadsheet for all resolution checks received. 
• Color code and track checks approved for deposit. 
• Prepare and deliver approved insurance checks to the bank for deposit. 
• Return deposit receipts to the firm and attach them to deposit slip copies. 
• Use Foundation AI to upload insurance check deposit slips into each applicable matter in Litify. 

Disbursement Check Support

• Scan copies of trust checks and organize check scans by matter. 
• Enter client names and matter numbers in email subject lines before forwarding to case managers and the disbursements team. 
• Complete required information for attorney incentive tracking. 
• Assist with attorney incentive spreadsheet entries related to firm fee checks. 
• Input firm fee deposits into Sage. 

Bank Deposits and Verification

• Prepare and complete bank deposits twice daily for insurance checks, associated checks, and cash payments for defense cases. 
• Respond to bank verification calls regarding client disbursement checks. 
• Ensure deposit documentation is complete, accurate, and properly filed. 

Accounts Payable and Vendor Payments

• Review  the Accounts Payable email inbox daily for invoices. 
• Save invoices in the appropriate A/P folder. 
• Upload invoices into Ramp. 
• Assist with bill payment processing twice monthly, generally on the 15th and 30th. 

Bank Feed and Accounting System Support

• Manage the Sage bank feed. 
• Enter manual deposits into Sage as needed. 
• Maintain accurate records and support timely reconciliation of accounting activity.      

Qualifications

• Previous accounting, bookkeeping, administrative, or accounts payable experience preferred. 
• Experience  with Sage, Ramp, Foundation AI, Litify (Salesforce) or similar accounting/payment platforms is a plus. 
• Strong attention to detail and accuracy when handling checks, deposits, invoices, and financial records. 
• Ability to manage confidential financial and client information with discretion. 
• Strong organizational and time management skills. 
• Comfortable working with spreadsheets and maintaining tracking logs. 
• Ability to communicate professionally with internal team members and banking contacts. 
• Reliable, proactive, and able to follow established processes consistently. 
• Law firm or professional services experience preferred but not required. 

Required Skills and Competencies

• High degree of accuracy and accountability. 
• Strong follow-through and task management. 
• Comfortable handling repetitive, detail-heavy financial processes. 
• Ability to prioritize daily accounting duties in a busy office environment. 
• Professional written and verbal communication skills. 
• Working knowledge of Microsoft Excel, Outlook, and document management processes. 
• Ability to work independently while also collaborating with accounting, case management, and disbursement teams. 

Work Environment

This position involves routine office-based accounting support, including printing and scanning checks, preparing bank deposits, maintaining spreadsheets, uploading documentation into client matters, and working within accounting and payment systems. The role may require regular trips to the bank for deposits.

Why you’ll love it here:

• Compensation Range: $17 - $21 per hour
• Comprehensive Benefits: Enjoy a comprehensive benefits package including medical, dental, and vision coverage & a 401k plan with an employer contribution.
• Paid Time Off: Recharge with our generous vacation policy, including 12 paid holidays.
• Volunteer Time Off: Our Firm believes in making our community a better place and paying all successes forward.
• Career Growth: We provide supportive leadership, expect accountability and transparency, and focus on outreach.

Requirements:

• Monday – Friday 8:30 am – 5:30 pm
• Full-time in office (1333 Main St, Suite 510, Columbia, SC 29201)

The Jeffcoat Firm is an equal opportunity employer. We are committed to creating a professional, respectful, and inclusive workplace and encourage qualified candidates from all backgrounds to apply.

If you are unable to apply online due to a disability, contact Talent Acquisitions at [email protected].