Billing and Payment Coordinator

Posted 3 Days Ago
Be an Early Applicant
Rockville Centre, NY, USA
In-Office
60K-80K Annually
Junior
Legal Tech
The Role
Coordinates law firm billing operations, including invoice preparation, attorney bill reviews, revisions, distribution, collections follow-up, and client billing support. Enters daily deposits into Clio and administers operating and retainer accounts across multiple state jurisdictions. Supports financial reporting and analysis using AI tools while maintaining accurate, confidential records and collaborating with attorneys, clients, and administrative staff.
Summary Generated by Built In

Estimated Annual Compensation is $60,000-$80,000
Falcon Rappaport & Berkman (FRB)
is a dynamic and rapidly growing law firm committed to an interdisciplinary approach to legal practice. Our team comprises thought leaders across diverse practice areas, including nationally recognized experts in web3, taxation, corporate law, and emerging technologies. By integrating specialists from multiple disciplines, we deliver innovative and comprehensive solutions that exceed client expectations. At FRB, we prioritize respect, appreciation, and work-life balance, fostering an environment where our team members thrive both personally and professionally. We are dedicated to investing in our employees' growth through mentorship, continuing education, and meaningful career advancement opportunities.

Position Overview

FRB is seeking a detail-oriented and highly motivated Billing and Payment Coordinator to join our growing Finance Department. In this full-time role, you will play a critical part in managing the firm's billing operations and supporting core accounting functions, ensuring accuracy and timeliness across client invoicing, retainer and operating account administration, and financial recordkeeping. The ideal candidate will possess strong analytical skills, exceptional attention to detail, and the ability to collaborate effectively with attorneys and administrative staff to support the firm's continued growth and financial success.

Key Responsibilities

Billing

  • Assist in coordinating with attorneys to obtain and compile prospective client activity reports, ensuring timely and accurate data collection
  • Serve as a Billing Coordinator backup to cover colleagues during vacations and absences and handle overflow work during peak billing periods
  • Assist in the monthly billing cycles, including invoice generation, distribution, and follow-up on outstanding balances; conduct thorough attorney bill reviews, process necessary revisions, and ensure all invoices comply with client billing guidelines and firm standards
  • Serve as a professional point of contact for client billing inquiries, maintaining positive relationships and resolving issues promptly and courteously, and provide billing and collection support across the department

Payment Administration

  • Enter the daily deposit from posted bank transactions (wires, checks, etc.) into Clio (firm's billing system)
  • Administer operating and retainer accounts for matters in New Jersey, New York, Connecticut, and Texas, ensuring compliance with each jurisdiction's applicable rules and firm policy

Reporting & Technology

  • Utilize AI-powered tools where appropriate to support analysis and reporting

Qualifications & Requirements

  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred
  • Demonstrated proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required
  • Minimum of two (2) years of experience with advanced Microsoft Excel functions, including VLOOKUP, pivot tables, and data analysis tools
  • Minimum of two (2) years of hands-on experience with QuickBooks or comparable accounting software preferred
  • Prior experience in legal billing or professional services billing preferred; familiarity with e-billing platforms (e.g., LEDES, eBillingHub) is a plus
  • Experience or familiarity with operating and retainer account administration, ideally across multiple state jurisdictions, is a plus
  • Comfort with, and interest in, using AI tools to support billing and reporting workflows
  • Exceptional organizational skills with the ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment
  • Superior written and verbal communication skills, with the ability to interact professionally with attorneys, clients, and colleagues at all levels
  • High degree of accuracy and attention to detail, with strong problem-solving and critical thinking abilities
  • Ability to handle confidential and sensitive information with discretion and integrity

Compensation

Competitive annual salary range of $60,000 - $80,000, commensurate with experience and qualifications.

Work Arrangement & Location
This in-person position is based out of either our Rockville Centre, Mount Kisco, or New York City offices, with a three month training period in the Rockville Centre office. Candidates hired for the Mount Kisco or New York City offices must complete the initial three-month training period on-site at our Rockville Centre office before becoming eligible, upon review, to transfer to their assigned office. There is potential for a hybrid work arrangement after a successful three-month onboarding period.

Skills Required

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
  • Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
  • At least two years of experience with advanced Microsoft Excel functions, including VLOOKUP, pivot tables, and data analysis tools
  • At least two years of hands-on experience with QuickBooks or comparable accounting software
  • Prior legal billing or professional services billing experience
  • Familiarity with e-billing platforms such as LEDES or eBillingHub
  • Experience or familiarity with operating and retainer account administration across multiple state jurisdictions
  • Comfort with and interest in using AI tools for billing and reporting workflows
  • Exceptional organizational skills and ability to manage multiple priorities and deadlines
  • Superior written and verbal communication skills
  • Accuracy, attention to detail, problem-solving, and critical-thinking abilities
  • Ability to handle confidential and sensitive information with discretion and integrity
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Rockville Centre, New York
79 Employees
Year Founded: 2018

What We Do

Falcon Rappaport & Berkman LLP (FRB) is a full-service business law firm that combines the deep knowledge and understanding of attorneys who proudly advise clients seeking solutions to their most complex matters.   At FRB, we have the audacity to go above and beyond. Every matter begins with a clear focus on our client’s goals. By incorporating the bigger picture of their challenges and aspirations, our fully integrated solutions create optimal results. This collaborative approach works because your success defines ours. The FRB team has a wide range of capabilities and works collaboratively to simplify complex inter-disciplinary matters in real estate, taxation, corporate and securities, litigation, trusts and estates, elder law, labor and employment, bankruptcy law, and intellectual property, as well as emerging areas which include blockchain technology and cannabis.  FRB differentiates itself by: • Approaching matters with a level of depth and variety of skills unmatched by typical advisors • Following through on a firm-wide commitment to excellent service • Offering access to thought leaders in numerous areas of professional practice • Approaching engagements as a partnership with clients, rather than as a mere service provider FRB invites you to explore how its professionals can assist you across their areas of concentration. The interdisciplinary collaboration among FRB's lawyers allows the firm to achieve unparalleled outcomes for its clients that could only be secured through proficiency in multiple fields of law. CONTACT US: Long Island: (516) 599-0888 New York City: (212) 203-3255 New Jersey: (201) 794-7500 South Florida: (561) 726-8599 Newport Beach: (949) 333-8152 [email protected]

Similar Jobs

ServiceNow Logo ServiceNow

Regional Brand Creative Lead- EMEA

Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Hybrid
New York, NY, USA
29000 Employees
148K-260K Annually

PwC Logo PwC

Tax - Japanese Business Network - Intern - Winter 2028 - Destination CPA

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
7 Locations
370000 Employees
29K-48K Hourly

Capital One Logo Capital One

Sr. Associate, Travel Call Center Quality Operations

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
4 Locations
55000 Employees
81K-111K Annually

Capital One Logo Capital One

Senior Director, Product Management - Consumer & Developer Experience

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
6 Locations
55000 Employees
245K-336K Annually

Similar Companies Hiring

Eve Thumbnail
Legal Tech • Software • Generative AI
San Mateo, CA
180 Employees
GC AI Thumbnail
Artificial Intelligence • Legal Tech
San Mateo, California
130 Employees
Legora Thumbnail
Artificial Intelligence • Legal Tech • Software
New York, New York
700 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account