Data Entry & Payment Processing Clerk (Temporary)

About the role

This role requires a highly organized, detail-oriented team player with strong analytical and problem-solving skills.

Responsibilities

• Process and accurately allocate client payments via checks, ACH, wire transfers, and credit cards within the billing platform
• Reconcile daily payment activity, ensuring proper application to client accounts and invoices
• Review payment details for accuracy, investigating discrepancies, overpayments, and short payments
• Coordinate with billing and accounting teams to resolve account issues and obtain clarifications
• Maintain precise records of payment allocations and supporting documentation
• Generate and review payment reports and reconciliation summaries
• Assist with month-end billing and accounts receivable processes
• Identify and communicate critical follow-ups and payment issues to team members
• Perform additional duties and special projects as assigned

Required Skills

• Excellent verbal and written communication
• Proficiency in Microsoft Office, especially Excel
• High accuracy in data entry and reconciliation
• Strong interpersonal skills and ability to collaborate
• Discretion and professionalism with confidential financial information
• Exceptional attention to detail and organizational skills
• Ability to multitask, learn new systems quickly, and work independently

Preferred Qualifications

• Experience with billing, accounting, or legal billing software
• Background in law firm or professional services environments and knowledge of legal billing and trust accounting principles