Job Title: Cash Receipt Specialist / Trust Specialist
Location: ATLANTA GA 30308
Salary/Payrate: $60K-$80K annually
Work Environment: Hybrid (2 of days WFH AFTER INITIAL 90 DAY RAMP UP PERIOD)
Term: Permanent / Fulltime
Bachelor’s degree required: NO
Referral Fee: AMS will pay $500 should the person you refer gets hired
JOB DESCRIPTION #LI-AK1
The Cash Receipts from Trust Specialist is responsible for the prompt and accurate application of payments for fees and disbursements to client accounts. This role handles transactions /Escrow ensuring transactions are carried out in a timely and efficient manner.
Essential Duties and Responsibilities:
- Daily data entry and application of client payments received via firm lockbox, check/cash, wire/ACH.
- Communicate with attorneys and legal support staff concerning proper application of payments.
- Provide client historical payment information as requested.
- Conduct daily cash deposit reconciliation.
- Prepare daily cash balance report for distribution to management.
- Responsible for the application of on account funds to accounts receivable as requested.
- Work closely with collection and billing staff ensuring correct application of client payments.
- Handle all domestic escrow/trust transactions including deposits, producing checks and transferring funds via wire/ACH.
- Maintain several investment escrow accounts on behalf of clients.
- Reconcile several escrow monthly bank statements.
- Perform monthly analysis of investments funds.
- Process accounts receivable write-off requests from billing attorneys.
- Perform additional duties as requested by Cash Receipts Supervisor or other leadership.
Knowledge, Skills and Abilities:
- Must possess excellent communication skills and can clearly communicate in both written and oral form with professionals and clients regarding client accounting issues.
- Strong organizational skills, detail oriented, analytical and problem-solving skills.
- Must possess outstanding customer/client service and interpersonal skills.
- Ability to work under pressure and balance multiple competing priorities.
- Proficient in MS Excel and 10 Key.
Education and/or Experience:
College degree and experience in a law firm or professional services environment is preferred.