Legal Accounts Assistant VA
A senior Legal Accounts Assistant runs the day-to-day finances of your firm, from billing and disbursements to office and trust ledgers, so invoices go out on time and the accounts stay accurate and audit-ready.
- Top 1% vetted talent
- No lock-in contracts
- Replacement guarantee
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Hourly rates · No lock-in contracts
Entry Level
$7 / hr
Intermediate ★
$9 / hr
Senior
$12 / hr
Responsibilities
- Prepare and issue client invoices from recorded time and disbursements in Clio, LEAP, Actionstep or Xero Practice Manager.
- Post receipts, disbursements and journals to the office ledger and reconcile bank accounts monthly.
- Process trust or client account transactions accurately and keep the trust ledger reconciled for the principal's review.
- Chase overdue invoices in line with the firm's collections policy and report on ageing.
- Process supplier bills, counsel fees and expense claims for payment approval.
- Prepare month-end reports on billing, work in progress, lock-up and fee earner performance.
- Maintain accurate matter-level financial records and answer lawyers' queries on balances.
- Prepare working papers and reconciliations for the firm's accountant and external auditor.
- Support payroll, superannuation or pension and statutory returns as directed by the finance manager.
Software & Tools
LEAP
Actionstep
Xero
Clio
Microsoft Excel
MyCase
Osprey
Requirements
- At least 5 years in legal accounts, bookkeeping or accounts administration, with time spent in a law firm.
- Experience with legal billing and trust accounting in Clio, LEAP, Actionstep, Smokeball or a comparable system, plus Xero or QuickBooks.
- Understanding of trust or client account rules and why office and trust money must never mix.
- Intermediate to advanced Excel for reconciliations and reporting.
- Accurate, numerate and methodical, with a track record of clean month-end closes.
- Clear written English for client invoices, statements and correspondence with lawyers and auditors.
- Reliable high-speed internet and backup power, and availability during the client's finance working hours.
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