Legal Cash Application Coordinator

Legal Cash Application Coordinator | Aderant | AR, Cash Posting & Reconciliations

This Jobot Job is hosted by: Tammy RiveraAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $75,000 - $85,000 per year

A bit about us:

Founded decades ago and based in Dallas, TX, we are a respected professional services organization focused on delivering exceptional client service and operational excellence. Our team works collaboratively across accounting, billing, collections, and administrative functions to support a fast-paced environment where accuracy, professionalism, and client satisfaction are top priorities.

Why join us?

Competitive Compensation: Up to $75,000-$85,000 base salary (DOE)Annual Bonus Potential401(k) with Generous MatchComprehensive Benefits: Medical, Dental, Vision, Life InsuranceGenerous PTO & Paid HolidaysStable and Growing Professional Services OrganizationCollaborative Work Environment with Cross-Functional ExposureHigh Visibility Role Supporting Revenue Cycle OperationsCareer Growth and Development OpportunitiesHybrid Flexibility (if offered

Job Details

Key Responsibilities and DutiesApply client payments accurately to invoices, matters, and accounts.Process ACH payments, wire transfers, checks, credit cards, and electronic receipts.Post daily cash receipts within the accounting system.Monitor daily bank activity and incoming deposits.Research and resolve unapplied cash and unidentified receipts.Investigate short payments, overpayments, reversals, and misapplied funds.Coordinate with Billing, Collections, Accounting, attorneys, and staff to resolve discrepancies.Process trust and operating account transactions appropriately.Maintain retainer and client advance documentation.Perform daily and monthly cash reconciliations.Update cash application logs and supporting documentation.Assist with AR aging analysis and cash receipt reporting.Identify payment trends and recurring issues.Respond to internal inquiries regarding cash receipts and account balances.Maintain audit-ready documentation.Support internal audits and process improvement initiatives.Cross-train and provide backup support to accounting functions.Handle special projects as assigned.

QualificationsNeeded:Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred.Minimum 2-4 years of experience in cash application, accounts receivable, payment posting, collections support, or accounting.Experience within a law firm, legal services, or professional services environment preferred.Experience using Aderant or similar legal accounting software strongly preferred.Strong background in cash posting, remittance processing, reconciliations, and accounts receivable activities.Familiarity with trust accounting, retainers, and client advances preferred.Proven ability to research and resolve payment discrepancies independently.Advanced proficiency with Microsoft Excel, Outlook, and Word.Strong understanding of accounting principles and cash management processes.Ability to maintain confidentiality and exercise professional judgment.Ability to work overtime when required.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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