Settlement Coordinator – Referral Fees

Meirowitz & Wasserberg, LLP

. Accurately process and record settlements with complex fee divisions, expenses and multiple liens, in a short turnaround period.

Posted 10/27/2026full-timeRemote • United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial reporting, bookkeeping, and expense management within a legal services environment, utilizing advanced Excel and QuickBooks for accurate financial processing and record-keeping.

Highest-signal resume keywords

Bookkeeping ExperienceAdvanced Excel SkillsQuickBooks ProficiencyFinancial ReportingLaw Firm Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingExpense ManagementFee CalculationInvoice ReviewSettlement ProcessingRecord KeepingCost TrackingReimbursement ProcessingData AnalysisBudgeting

Soft Skills

Attention To DetailTime ManagementCollaborationCommunication

Tools & Technologies

QuickBooksExcel

Industry Keywords

IOLTA AccountsLegal ServicesLaw FirmFinancial InstitutionLiens

About the role

Key responsibilities & impact

Accurately process and record settlements with complex fee divisions, expenses and multiple liens, in a short turnaround period.
Work with Finance team management to ensure accurate reporting of firms IOLTA accounts in various jurisdictions.
Work closely with the firm’s primary financial institution and track the case lines of credit.
Review and approve invoices, create expense reports, process reimbursements, deposit and issue checks.
Accurately pay and record the different operating costs of the firm (i.e. rent, utilities, etc) in Quickbooks.
Calculate and track attorney’s fees, including referral fees.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, or a related field.
2+ years of experience in bookkeeping, preferably within a law firm or legal services environment.
Advanced Excel knowledge (pivot tables, VLOOKUP’s, advanced formulas, etc)
Basic (2+ years) QuickBooks knowledge

Benefits

Comp & perks

Comprehensive Medical, Dental and Vision Insurance Plans
Paid Time Off
Commuter Transit Program
Retirement Plan