Job Duck is hiring a virtual

V107 - Financial Operations Assistant

Job Duck is a virtual staffing company that matches candidates to work from home for a single U.S.-based business, in most cases a law firm.

Job Description:

Summary  Are you someone who thrives in a fast-paced environment and enjoys keeping operations running smoothly behind the scenes? This role is perfect for a detail-oriented professional who takes initiative and finds satisfaction in solving problems before they arise. You’ll play a key role in managing billing and accounting communications, ensuring payments are processed accurately, and supporting internal systems with minimal supervision. If you’re sharp, proactive, and love bringing order to complexity, you’ll feel right at home here.

Monthly Compensation: 1,015 USD to 1,100 USD

Responsibilities include, but are not limited to  
• Manage internal and accounting email communications daily
• Respond to client inquiries, reminders, and payment plan concerns
• Divide and complete chat inquiries and billing tasks daily
• Monitor voicemail and Answer Connect messages
• Follow up on calendar items, including payment schedules and auto charges
• Process failed payments via phone and email, and calendar follow-ups
• Track and complete payment plans once fully paid
• Review daily charges with AR and Jasmin
• Send reminders for mid-month and end-of-month billing cycles
• Handle auto-charging and follow-up communications
• Edit and send third-party documents (authorization forms, retainers)
• Sync weekly with team members on pending third-party documents
• Update unpaid invoices spreadsheet bi-monthly
• Review and update AR info for closed cases and prepare files for collections
• Maintain and update the firm’s general accounting spreadsheet
• Prepare and send client files to collection agencies monthly
• Manage chargeback documentation and submission
• Create and remove user accounts as needed
• Confirm vendor payments and notify of failed charges
• Process manual payments to Pitney Bowes multiple times monthly
• Modify retainers and send via DocuSign
• Redact legal fees upon request
• Prepare quarterly sales reports
• Adjust billable hours formulas as needed

Key Skills  
• Strong organizational and time management skills
• Excellent written and verbal communication
• Ability to work independently and proactively
• High attention to detail
• Comfortable with multitasking and prioritizing
• Proactive and self-driven
• Reliable and consistent
• Detail-oriented with a sharp eye for accuracy
• Committed to excellence and continuous improvement
• Collaborative and communicative

Requirements  
• Minimum 1 year of experience in billing or accounting
• Experience handling sensitive financial data
• Familiarity with client communications and payment processing

Software  
• Law Pay
• DocuSign
• Clio
• Microsoft Office
• Adobe
• Trainual

Work Shift:

8:30 AM - 5:30 PM [EST][EDT] (United States of America)

Languages:

English

We believe that Every Great Person Deserves a Great Job. This position is home-based, allowing you to work from the comfort of your own home. So, take the first step and apply now! 

Our application process involves multiple stages, and submitting your application is just the beginning. Every candidate needs to successfully pass each stage to become part of our team.

Please keep an eye on your email and WhatsApp for the next steps, as we'll assign someone to guide you through the application process. Be sure to check your spam folder as well.