Accounts Receivable (AR) Specialist

Roper Greyell is one of the most well-respected and recognized workplace law practices in Western Canada. We focus on understanding our clients, their businesses, and the evolving trends and issues within their industries. We love what we do, and we enjoy working with our clients as much as we do with one another.

Working at Roper Greyell, means joining a talented team of lawyers and administrative professionals who support each other in an environment where people come first. We value and recognize the contribution made by everyone on our team. Each of us performs an important role in the success of our firm and how we determine our future.

The Accounts Receivable Specialist is responsible for managing the collection efforts of outstanding accounts, collaborating with key stakeholders, and ensuring compliance with billing and collection policies. This role involves regular communication with clients, providing support to Responsible Lawyers (RL), and maintaining accurate records of financial transactions. This role is involved in the billing process and the posting of payment process. Impeccable attention to detail, thoroughness, and client service is essential to this role.

Roper Greyell is a professional team-oriented environment. The A/R Specialist works within the accounting team. The team works together during the billing cycle, with the AR Specialist providing support to other team members where needed.

The recruitment process for this position will include skills testing. 

Core Duties:

• Manages AR Collections workflow.
• Manages client communications, reconciliations, and investigations regarding AR.
• Monitors the accounts receivable inbox, responding to AR inquires.
• Escalates AR matters to other team members as necessary. 
• Issues monthly account statements to clients.
• Creates account reconciliations, client billing, and payment histories as needed.
• Regularly reviews all accounts receivable and maintains a collections database.
• Liaises with the Director of Finance, and Responsible Lawyers (RL) on collection efforts.
• Provides support to the RL regarding accounts receivable for lawyer's clients.
• Identifies and addresses problems related to outstanding accounts.
• Reports on AR status to the Director of Finance.
• Develops and implements effective solutions to improve collections.
• Maintains AR process documentation.

Other duties:

• Assists with the posting of payments as needed (cheque, EFT, credit card) in compliance with Law Society rules.
• Assists with various billing activities as needed.
• Undertakes ad hoc projects and other duties as assigned by the Director of Finance.
• May be asked to provide backup coverage for reception desk when required. 

QUALIFICATIONS

• A minimum of 3+ years of practical experience in similar roles.
• Experience in a professional setting, with legal experience being an asset.
• Diploma or certificate, with a preference for business administration or accounting. 

REQUIRED SKILLS

Technical:

• Advanced usage and knowledge of Microsoft 365 Apps (particularly Microsoft Word, Microsoft Excel, and Microsoft Teams).
• Experience working with a document management system (iManage) considered an asset.
• Experience working accounting software, specifically Acumin, or other legal accounting software considered an asset.
• Computer savvy with an ability to learn various computer programs quickly.
• High attention to detail and ability to quickly identify problems and provide solutions

Professional:

• Communication: Able to communicate concisely and clearly in both written and verbal communications. Excellent oral and written English language proficiency including the ability to compose and edit various types of correspondence.
• Professionalism: Able to act with integrity and respect at all times with clients and firm members, and takes ownership of work and responsibilities.
• Teamwork/Client Service: Demonstrates exceptional and quality client service by delivering on time, dealing with clients and firm members in a professional manner and producing high quality work.