Financial Associate

Cozen O'Connor

. Accurately and timely process escrow/trust account-related transactions, including recording Trust receipts and preparing Trust disbursements .

Posted 10/27/2026full-timePhiladelphia • Pennsylvania • United StatesJuniorMid-Level💰 $55,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in processing escrow and trust account transactions, with strong analytical skills and attention to detail. Capable of providing exceptional customer service and managing inquiries in a fast-paced law firm environment.

Highest-signal resume keywords

Escrow Account ManagementTrust Account TransactionsMS Excel ProficiencyAderant Expert KnowledgeCustomer Service Orientation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Escrow Account ManagementTrust Account TransactionsReconciliationAnalytical SkillsDetail Orientation

Soft Skills

Communication SkillsProactivityTeam CollaborationProfessional DemeanorAbility to Work Under Pressure

Tools & Technologies

MS ExcelMS OutlookOnline Banking Websites

Industry Keywords

Law Firm ExperienceTrust FundsEscrow Transactions

About the role

Key responsibilities & impact

Accurately and timely process escrow/trust account-related transactions, including recording Trust receipts and preparing Trust disbursements
Monitor and manage escrow and trust accounts via online banking websites
Assist with weekly and monthly reconciliations to ensure proper handling of all trust funds
Provide customer service to the Firm’s attorneys and other staff members regarding escrow/trust account-related inquiries and transactions

Requirements

What you’ll need

Bachelor’s degree in Accounting or Finance is not required, but is a plus
Ability to work in a detail oriented environment
Proficient in MS Excel and MS Outlook
Prior law firm experience and working knowledge of Aderant Expert are a major plus
Strong analytical and communication skills, initiative, and accuracy are a must
Must be proactive, work well as part of a team, operate well under pressure and work well in a fast paced environment
Customer service oriented and professional demeanor required
Flexibility to work a minimal amount of overtime when needed

Benefits

Comp & perks

Hybrid work schedule: 3 days in the office and 2 days working from home
Equal Opportunity Employer, including disabled and veterans
Candidates returning to the workforce are welcomed; gaps in experience are not penalized