Finance Assistant

Description

Overview

You will work with a dedicated group of professionals and be responsible for accounting clerical duties, including the daily processing of checks and data entry, ensuring accuracy and timeliness of financial administration for case files and payments. This is an exciting opportunity for an individual seeking an administrative support position in the legal industry who prides themselves on professionalism, accuracy, client service, and collaboration.

The successful applicant will work from Dallas, Texas on a hybrid basis (approximately 10% on-site). This position's starting annual equivalent salary range is $43,200 - $45,750, with quarterly incentive opportunities.

Named one of the 50 best nonprofits to work for by the Nonprofit Times, our employees enjoy rewarding careers in a fast-paced, results-driven environment. We offer a competitive compensation package, including incentives. Eligible employees also participate in a comprehensive benefits program that includes medical, dental, orthodontia, vision coverage, student loan repayment, 403(b) retirement plan with substantial company match, discounted pet insurance, and generous paid-time-off benefits. 

 RESPONSIBILITIES 

• Processes payments of case fees, prepares and submits bank deposits, conducts check-identification searches, and verifies payments; assists in collection on past-due accounts; monitors account and collection activity; keeps management and case owners informed on issues.
• Maintains, uploads, and verifies case financial records into the online case management system (PRISM).
• Assists case administrators with administering reallocations, reverse cancellations, and refunds on case fees.
• Checks work for accuracy; reports unresolved discrepancies to management.
• Performs administrative and clerical duties, including word processing, data processing, data entry, typing, telephone calls, filing, inter-office communications and mail.
• Ensures confidentiality of case information and case records; adheres to the AAA's information security and data privacy policies, procedures, and practices.
• Demonstrates regular, reliable, and predictable job attendance.
• Attends on-site and in-person meetings and training sessions.

Education & Experience: High School Diploma or GED in finance-related discipline and 1-2 years of relevant experience (bookkeeping, accounting/accounts payable role, etc.) or an equivalent mix of education and experience.

Communications Abilities: (Verbal) Expresses oneself clearly in conversations and interactions with others; tailors speech to the level and experience of the audience; uses appropriate grammar and choice of words; expresses ideas in a concise, organized manner; maintains eye contact when speaking with others; (Written) Expresses oneself clearly and concisely in writing; tailors written communications to reach an audience effectively; uses graphics and other aids to clarify complex or technical information; spells correctly; writes using concrete, specific language; uses punctuation correctly; writes grammatically.

Reasoning Ability: Ability to solve practical problems and deal with various concrete variables in situations where only limited standardization exists; Ability to exercise sound judgment and make decisions consistent with the essential job functions.

Language Skills: Ability to read and interpret documents such as legal files, business correspondence, and procedure manuals; ability to write routine reports and business correspondence; ability to speak effectively, both in person and by telephone, to customers, arbitrators, mediators, or employees of the organization.

Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio, and percent and to draw and interpret bar graphs; ability to understand and interpret statistical reports, data charts, and graphs.

Technology Skills: Basic proficiency with Microsoft Excel, Outlook, and Word.