Billing Clerk

The Billing Clerk is responsible for supporting the editing, review and approval process of legal invoices.

Competition #: 12-23

Job Status: Permanent, Full Time

Location: Charlottetown/Summerside, PE

Closing Date and Time: Thursday, May 17, 2012 at 23:59 AST.

In order to be successful at McInnes Cooper these Core Competencies are required:

Client Service: Dedication to meeting the expectations and requirements of internal and external clients in a manner that provides satisfaction for the client and fosters client loyalty. It implies helping or serving others to meet their needs. It means focusing on discovering those needs and determining how to best meet them.

Ethics and Integrity: Concern for the degree of trustworthiness and ethical behaviours with consideration for the knowledge one has of the impact and consequences when making a decision or taking action.

Teamwork: Ability to effectively work and complete assignments in group settings. It implies working cooperatively, with a positive attitude, with others to achieve common goals. It means treating others with dignity and respect and maintaining a friendly demeanour; valuing the contributions of others.

Communication: Ability to effectively communicate by actively listening and sharing relevant information so as to anticipate problems and ensure effectiveness of the firm; effectively communicating by adjusting style, tone and level of detail appropriate to the audience and occasion.

Attention to Detail: Ability to accomplish a task through concern for all the areas involved, no matter how small. Monitor and check work or information and plan and organize time and resources efficiently.

Success as a Billing Clerk requires these typical behaviours, as well:

Flexibility: Able to adapt to and work with a variety of situations, individuals and groups. Ability to think on feet, and not being disconcerted or stopped by the unexpected.

Accountability: Accepts full responsibility for self and contribution as a team member; displays honesty and truthfulness; confronts problems quickly; displays a strong commitment to organizational success and inspires others to commit to goals; demonstrates a commitment to delivering on his/her duty and presenting oneself as a credible representative of the firm to maintain the clients’ trust and foster client loyalty.

Problem Solving/Analytical Thinking: Builds a logical approach to address problems or opportunities or manage the situation at hand by drawing on own knowledge and experience base and calling on other references and resources as necessary.

Planning and Organizing: Establishes a systematic course of action for self to ensure accomplishment of specific objectives. Sets priorities, goals, tracking systems and timetables to achieve maximum productivity.

Relationship Building: Ability to develop, maintain, and strengthen relationships with others inside or outside of the organization who can provide information, assistance and support.

Responsibilities:

Oversee the execution of the Firm’s billing process in an accurate and timely manner
Executing complex bills in a timely manner (e.g., write-ups/write-downs, multiple discounts by matter, split-party billing, etc.) in response to lawyer and legal assistant requests
Reviewing and verifying accuracy of billing, including the application of special rates and GST/HST
Ensure compliance with client and lawyer guidelines, required bill formats and content
Review invoices for compliance to Firm billing guidelines, practices and policies
Posting of final bill and ensuring the required routing of final bill to the respective party
Apply trust/retainer funds as directed by the lawyer
Follow up with lawyers and legal assistants regarding billing matters and queries
Assistance with electronic billing requirements
Maintain monthly billing schedule
Review and analyze Work In Progress (WIP) reports
Process WIP write-offs following Firm policy
Review of new client and matter information to ensure accuracy and completeness
Assistance with the maintenance of special billing rates within the accounting system
Generate reports and provide analysis upon request
Preparing and updating billing manuals
Perform other related duties as assigned
Perform overtime as required

Primary Working Relationships: Billing Clerks, Finance Department, Lawyers, Legal Assistants, Paraprofessionals, External clients and vendors

Technical Competencies:

Required:

Diploma in accounting from a recognized institution
Previous administrative experience relating to accounting and/or billing functions
Possess a solid knowledge of basic accounting principles and math skills
High proficiency in accounting software (preference to billing/collections/receivables function), in a professional services environment
Ability to work with a high volume of bills with a high level of accuracy, demonstrate effective organization skills, ability to multitask, manage time efficiently, and prioritize tasks appropriately
Ability to interact and communicate with lawyers, legal assistants and clients
Proficiency in Microsoft Office Suite

Preferred:

Working knowledge of legal accounting software, preferably Elite 3E
Experience in a professional services environment
Knowledge of the application of GST/HST place of supply rules

An alternate combination of technical competencies may be deemed equivalent.

This posting closes on Thursday, May 17, 2012 at 23:59 AST. To apply, please combine your cover letter and resume into one MS Work or PDF document.

Click here to apply.

We thank all applicants; however, only those to be interviewed will be contacted.