Website R.L. BARCLAY & ASSOCIATES
DUTIES AND RESPONSIBILITIES:
- Audit and reconcile case expenses to ensure accuracy and compliance.
- Prepare and maintain accurate settlement disbursement statements.
- Request, track, and organize updated statements for client files.
- Communicate with clients daily to provide updates and address inquiries.
- Monitor and update Settlement team regarding documents sent, received, or outstanding.
- Assist with special projects and initiatives as assigned
- Perform general administrative duties, including document management and data entry.
REQUIREMENTS:
- Strong verbal and written communication skills with ability to handle sensitive client matters.
- Exceptional organizational skills and attention to detail.
- Strong time management skills with a proven ability to meet deadlines.
- Analytical and problem-solving skills with ability to resolve issues proactively.
- Ability to prioritize tasks in a fast-paced environment.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Experience with QuickBooks preferred.
QUALIFICATIONS:
- High school diploma or equivalent required; associate or bachelors degree preferred.
- 5-7 years of experience in a plaintiff injury firm with a focus on settlements.
BENEFITS AND PERKS:
Discretionary Bonuses
o Based on firm profitability, tenure, and performance
o Historically generous compared to peer firms
Medical, Dental, Vision Insurance
o The firm covers 100% of employee-only medical premium
401(k) Retirement Plan
o Employee contributions from day one
o After 1 year: Firm contributes 3% of gross pay per paycheck (not subject to vesting)
Additional Benefits:
o Employee Assistance Program (EAP)
o Health Savings Account (HSA), if eligible
o <span style="font-size: 11.0pt; font-family: 'Cal Full-Time
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