Client Account Assistant

Posted 12 Days Ago
Be an Early Applicant
San Francisco, CA
66K-70K Annually
Entry level
Information Technology • Legal Tech
The Role
The Client Account Assistant supports the accounting team by handling client billing tasks, resolving billing issues, preparing financial documents, and maintaining client databases under supervision. Responsibilities include processing invoices, assisting attorneys and clients, and ensuring that billing records are accurate and up-to-date.
Summary Generated by Built In

Client Account Assistant

Cooley is seeking a Client Account Assistant to join the Accounting team.

Position Summary: Under the direction of the Client Account Manager or Supervisor, the Client Account Assistant is responsible for providing routine and basic client billing support to the Client Account Managers, Supervisors, and department. Specific duties include, but are not limited to, the following:

Position Responsibilities:

  • Responsible for distribution, logging, preparation, processing, and mailing of client billing
  • Provide prompt and accurate assistance to attorneys, clients, business professionals and billing team to resolve billing problems
  • Provide cost backup documentation
  • Research all inquiries regarding past and present billing
  • File and prepare past month's billing for electronic scanning
  • Review and summarize engagement letters pertaining to special financial agreements
  • Enter financial arrangements in accounting system
  • Implement and maintain client and matter database
  • All other duties as assigned or required

Skills & Experience

Required:

  • After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
  • Strong Excel skills
  • Available to work overtime, as required

Preferred:

  • Bachelor’s degree
  • Prior experience (e.g., billing and/or accounting)
  • Prior law firm experience
  • General knowledge of accounting concepts
  • Previous 3E and electronic billing experience
  • 10 key by touch

Competencies

  • Quick learner
  • Excellent follow through, accuracy, initiative, and math skills
  • Ability to successfully maintain and promote attorney and client relations
  • Professional demeanor
  • Excellent organizational, communication (verbal and listening) and writing skills
  • Ability to work under tight deadlines
  • Ability to interact and work well with others (co-workers and vendors)

Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. EOE.

The expected hourly pay range for this position with a work schedule of 37.5 hours per week is $34.00 - $36.00 ($66,300.00 - $70,200.00 annually). Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.

We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off (“PTO”) and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.

Top Skills

Excel
The Company
Palo Alto, CA
3,345 Employees
On-site Workplace
Year Founded: 1920

What We Do

Clients partner with Cooley on transformative deals, complex IP and regulatory matters, and high-stakes litigation, where innovation meets the law.

Cooley has 1,300+ lawyers across 19 offices in the United States, Asia and Europe, and a total workforce of more than 3,000.

Attorney Advertising: This content is provided for general informational purposes only, and your access or use of the content does not create an attorney-client relationship between you and Cooley LLP, Cooley (UK) LLP, Cooley SG LLP, Cooley HK or any other Cooley entity (collectively referred to as “Cooley”). By reviewing this content, you agree that the information provided does not constitute legal or other professional advice. This content is not a substitute for obtaining legal advice from a qualified attorney licensed in your jurisdiction and you should not act or refrain from acting based on this content. This content may be changed without notice, and it is not guaranteed to be complete, correct or up to date, and it may not reflect the most current legal developments. This content may be considered attorney advertising. Do not send any confidential information to Cooley, as we do not have any duty to keep it confidential.

Cooley’s privacy policy: https://bit.ly/CooleyLLPprivacy

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