• Meet with clients to discuss account status and arrange payment.
• Maintain active BFs on any unpaid AR over 60 days past due.
• Follow up on assessments, writs, collection agency files.
• Prepare files for collections.
• Answer all client enquiries regarding outstanding accounts.
• Obtain approval/Make decision on payment plans. Process payments as necessary and follow up on payment plans not being adhered to.
• Maintain record of all postdated cheques received and document in system those client matters with postdated cheques. Follow up with clients when no more postdated cheques on file.
• Pull monthly AR reports from system.
• Write-off any bad debts or uncollectible amounts.
• Process credit card payments for General and Trust accounts.
• Assist with staff and lawyers' enquiries.
• Review the trust history for billed matters and prepare request for trust transfer memos as requested by lawyers.
• Keep CFO informed of any problem accounts and meet on a weekly basis to discuss.
• Inform clients about overpayments and prepare cheques for a refund.
• Send a final demand letter and assess the account if necessary or send the account to a collection agency.
• Maintain report and list of all files with the collection agency for regular follow-up.

Qualifications:

• Ability to use enterprise-level financial record-keeping software systems, spreadsheets, and email applications
• Ability to work independently and as part of a team
• Ability to complete a high volume of work within deadlines
• Excellent organizational and time management skills
• Excellent interpersonal, oral, and written communication skills
• Good problem-solving skills
• Excellent knowledge of basic accounting concepts
• Strong attention to detail