Accounts Receivable Specialist

• Manage incoming payments, deposits, and transfers across trust and operating accounts while ensuring accurate posting
• Review and reconcile client and trust account activity to maintain compliance with internal controls and applicable guidelines
• Prepare invoices and account statements, apply cash receipts, and track open balances to support timely collections
• Investigate payment discrepancies and resolve account issues by coordinating with clients and internal stakeholders
• Maintain organized transaction records and supporting documentation to strengthen audit readiness and reporting accuracy
• Contribute to month-end close activities, including account reconciliations and preparation of financial support materials
• Partner with billing, finance, and operations teams to promote accurate bookkeeping and dependable account reporting.

• Experience in accounts receivable, including billing, cash application, and payment posting
• Working knowledge of collections processes and account follow-up in a detail-oriented business environment
• Familiarity with trust accounting or client fund transactions in a regulated setting is preferred
• Proficiency with accounting and billing systems, along with strong accuracy in data entry and record maintenance
• Solid reconciliation skills with the ability to identify and resolve variances efficiently
• Strong organizational and communication skills to manage multiple priorities and coordinate with stakeholders
• High attention to detail and commitment to confidentiality, accuracy, and compliance.

Familiarity with trust accounting or client fund transactions in a regulated setting is preferred.

• Medical, vision, dental, life and disability insurance
• 401(k) plan.