Finance Assistant
Current- Monitoring the Accounts Receivable (AR) inbox for a prestigious century-old law firm, McMillan LLP.- Wielding advanced, modern technical tools for quick and easy organization and communication.- Contacting clients directly to set-up or update payment portals and payment options.- Adding new clients/vendors to the system for future billing and reference.- Wiring funds and writing cheques to clients.- Applying and transferring finances to various bank and Trust accounts.- Supervising received remittance advices, to report to the Collections team.- Answering general questions concerning processes, recent developments, outstanding invoices, and open matters.- Directing important emails to the correct department/lawyer.- Client Lifecycle (CLC)- Closing inactive matters/clients, processing write offs and credit notes, transferring work to different lawyers, removing departing lawyers from work.