Client Accounts Coordinator; Spanish​/English

Overview

Client Accounts Coordinator (Spanish/English) at Rivas & Associates PLLC. This role focuses on managing the financial aspects of client accounts, including billing and payments, with bilingual English/Spanish client communication.

We are seeking a Client Accounts Coordinator to manage the financial aspects of our client accounts. This role is crucial for ensuring the accuracy and integrity of all client billing and payments. The ideal candidate will be highly organized, detail-oriented, and possess a strong understanding of accounts receivable and trust accounting principles.

• Track and reconcile client payments and balances.
• Manage invoices, reminders, and payment plans.
• Provide weekly/monthly financial reports directly to leadership.
• Ensure compliance with trust accounting rules and regulations.

• Accounts Receivable & Billing
  
  Experience:
  
  Proven experience with invoicing, payment posting, and reconciliations.
• Trust Accounting Knowledge:
  Understanding of handling retainers and compliance with client fund rules.
• Financial Reporting:
  Ability to generate weekly/monthly summaries for leadership.
• Software Proficiency:
  Experience with case management or accounting software such as Filevine, Quick Books, Excel, or similar.
• Attention to Detail & Accuracy:
  Essential for managing a large volume of client accounts.
• Confidentiality & Integrity:
  Must be able to handle sensitive financial and client data with the utmost discretion.
• Communication:
  Bilingual (English/Spanish) for client communications.
• Education & Experience:
  
  Bachelors degree and at least 3 years of relevant experience.
• Certifications:
  
  A bookkeeping or Quick Books certification is practical. Legal trust accounting training is a plus.

• Experience working in a law firm or immigration firm.
• Experience with collections or payment plan management.
• Skills in process improvement or automation to streamline billing workflows.

We are not engaging with external recruiters or third-party agencies for this role. A background check is required. Candidates must have legal authorization to work in the United States. Employment eligibility will be verified through E-Verify. Equal Opportunity Employer Statement:
Rivas & Associates is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

• Seniority level:
  Associate
• Employment type:
  
  Full-time
• Job function:
  Finance, Accounting/Auditing, and Customer Service
• Industries:
  Law Practice and Legal Services

Additional information:
Referrals may increase your chances of interviewing at Rivas & Associates PLLC.

Location:

Tulsa, OK.