Legal Cash Application Coordinator

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team works collaboratively across accounting, billing, collections, and administrative functions to support a fast-paced environment where accuracy, professionalism, and client satisfaction are top priorities.

Legal Cash Application Coordinator | Aderant | AR, Cash Posting & Reconciliations

This Jobot Job is hosted by: Tammy Rivera
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $65,000 - $75,000 per year

A bit about us:

Founded decades ago and based in Dallas, TX, we are a respected professional services organization focused on delivering exceptional client service and operational excellence. Our team works collaboratively across accounting, billing, collections, and administrative functions to support a fast-paced environment where accuracy, professionalism, and client satisfaction are top priorities.

Why join us?

Competitive Compensation: Up to $65,000-$75,000 base salary (DOE)
Annual Bonus Potential
401(k) with Generous Match
Comprehensive Benefits: Medical, Dental, Vision, Life Insurance
Generous PTO & Paid Holidays
Stable and Growing Professional Services Organization
Collaborative Work Environment with Cross-Functional Exposure
High Visibility Role Supporting Revenue Cycle Operations
Career Growth and Development Opportunities
Hybrid Flexibility (if offered

Job Details

Key Responsibilities and Duties
Apply client payments accurately to invoices, matters, and accounts.
Process ACH payments, wire transfers, checks, credit cards, and electronic receipts.
Post daily cash receipts within the accounting system.
Monitor daily bank activity and incoming deposits.
Research and resolve unapplied cash and unidentified receipts.
Investigate short payments, overpayments, reversals, and misapplied funds.
Coordinate with Billing, Collections, Accounting, attorneys, and staff to resolve discrepancies.
Process trust and operating account transactions appropriately.
Maintain retainer and client advance documentation.
Perform daily and monthly cash reconciliations.
Update cash application logs and supporting documentation.
Assist with AR aging analysis and cash receipt reporting.
Identify payment trends and recurring issues.
Respond to internal inquiries regarding cash receipts and account balances.
Maintain audit-ready documentation.
Support internal audits and process improvement initiatives.
Cross-train and provide backup support to accounting functions.
Handle special projects as assigned.

Qualifications
Needed:
Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred.
Minimum 2-4 years of experience in cash application, accounts receivable, payment posting, collections support, or accounting.
Experience within a law firm, legal services, or professional services environment preferred.
Experience using Aderant or similar legal accounting software strongly preferred.
Strong background in cash posting, remittance processing, reconciliations, and accounts receivable activities.
Familiarity with trust accounting, retainers, and client advances preferred.
Proven ability to research and resolve payment discrepancies independently.
Advanced proficiency with Microsoft Excel, Outlook, and Word.
Strong understanding of accounting principles and cash management processes.
Ability to maintain confidentiality and exercise professional judgment.
Ability to work overtime when required.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

<sub>Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy</sub>