Job Description

The role includes but is not limited to: 

• Liaising with fee earners with regard to their client’s unpaid bills
• Writing/calling fee earners regarding their client’s outstanding accounts
• Contacting clients by phone and email to request and take payments which are outstanding to the firm in a professional manner
• Dealing with any account queries and correspondence from clients and fee earners
• Arranging copy invoices
• Preparation account reconciliations
• Building relationships with fee earners and clients
• Carry out client to office transfers ensuring the correct authorisation is received
• Liaising with our Payments team to resolve queries re. unallocated funds
• To manage time effectively to obtain targets which are set
• Sending out statements and reminder letters to clients on a regular basis
• Liaising with both internal and external clients to bring clients concerns to a win/win situation
• Manage reconciliation of ledgers to rectify queries, identify and correct errors
• Monthly preparation and distribution of Aged Debt Reports
• Analysis where necessary of aged debt reports
• Taking necessary action from returned Aged Debt Reports
• Updating of SOS notes on all client accounts
• Monthly production of key client spread sheets where requested
• Checking of instalments payments and writing to clients regarding missed payments
• If a matter needs to be progressed for formal recovery, to ensure all checks are carried out and make sure we have done everything we can to recovery the monies.
• Other tasks as requested by the Credit Controller and Finance Director, Chief Executive or any other Partner/ Fee Earner
• To provide cover for the Credit Controller and Credit Control Assistant when necessary
• Have an understanding of VAT and write off procedures
• Comply with the Solicitor Accounting Rules at all times
• Comply with Firms Procedures and Manuals
• Carry out additional duties as and when required

Required Knowledge, Skills, and Abilities