What You’ll Do
Duties and Responsibilities
Billing
- Work directly with lawyers to manage the billing process from beginning to end
- Address queries received on billing issues, process, and templates as encountered
- Review and ensure completeness of NBI forms to ensure tax is appropriately applied based on instructions provided
- Set up discounts or exception rates on clients / matters in the financial application (3E) and revalue WIP
- Transfer of dockets or costs amongst matters; including and or excluding time and cost entries; dividing time and cost entries
- Continuously following-up with lawyers to ensure WIP is being billed on timely basis and to note reason if WIP is to be deferred
- Reasonability check for old time and whether it can be billed or not
- Narrative review and editing i.e. punctuation, formatting
- Review of e-billing proformas making sure they are in line with Outside Counsel Guidelines, coded correctly and escalating any issues to the Billing Lawyer
- Communication with other lawyers with respect to missing time (where possible)
- Adding and applying BOA
- Applying Trust and or Unallocated funds upon request
- Calculating and adding currency equivalence to invoice
- Review of disbursements and related tax applications
- Processing WIP write offs & write ups, obtain approval where necessary
- Adjusting bill rates, bill hours, bill amount and applying discounts where required
- Review of application of taxes on entire invoice
- Review draft bill for errors and obtain approval from lawyer to finalize bill
- Finalize bill and distribute to the client by mail or email if requested
- Invoice reversals / re-bill or credit note processing
- Coordinate the uploading of accruals and invoices to third-party portals for clients that require E-billing
- Coordinate and participate in testing for system upgrades and other enhancements
Collections
- Generate AR reports (if requested) and alert lawyers to potential AR issues
- Communicate and follow up with clients on outstanding invoices and assist with the resolution of disputed accounts (only if requested)
- Update the collections module in 3E to reflect collection efforts and progress
- Coordinate with Collection SME’s for outstanding AR that requires assistance
Trust
Assist with resolving inactive trust balances by working with internal and external clients to either apply or return the funds
What You Bring
- Experience in billing and e-billing in a law firm or professional services firm
- Must be a team player with exceptional interpersonal skills
- Possess a high degree of confidence, professional maturity and demonstrate excellent verbal and written communication skills
- Proven analytical, critical thinking and problem-solving skills
- Strong organizational skills and a keen attention to detail
- Ability to multi-task and prioritize workloads on tight deadlines
- Ability to present ideas in a business-friendly and user-friendly language
- Superior customer service and a demonstrated ability to work in a challenging and dynamic environment
- Proficient with accounting and billing software programs
- Excellent computer skills, with proficiency with the entire Microsoft Office Suite, particularly Word and Excel
- Advanced knowledge of 3E, e-Billing Hub or Elite Enterprise experience preferred or similar accounting software systems is required
McMillan Offers You
Growth
Mentorship and Support
Training as Software Evolves
Commensurate Compensation and Benefits Package
Fun Work Environment
Continuous Learning & Development
McMillan You
Inclusion and diversity are essential elements of our culture at McMillan which coincides with our core values of respect, teamwork, commitment, client service and professional excellence.
At McMillan, we know we will achieve the most success by attracting and retaining the best talent, and by representing and supporting communities from which we draw our members, the communities in which we live and work and the communities to which we provide legal services.
We are a law firm that prides itself in sustained quality and excellence in service while fostering a positive and collegial work environment which nurtures mentoring inspires enthusiasm and professional excellence.
We commit to putting our best efforts forward in achieving our goals, and the goals of our clients. You can help us in that journey!
Need another reason to consider McMillan? Let’s work together to help you achieve your professional goals and career development.
Let’s get started
If this position is for you, and you reside in or around the Vancouver area, we look forward to hearing from you. We like cover letters too so don’t forget to include one along with your resume when you click on the Apply Now button.
McMillan is committed to providing accommodation for applicants with disabilities in its recruitment processes. If you require accommodation at any time during the recruitment process, please email us or contact us