Accounting/Bookkeeping Assistant

Simpson Law Firm is a premier estate and elder law firm dedicated to helping families in North and South Carolina secure their legacies. We pride ourselves on our values of Integrity, Kindness, Excellence, Fun, and cultivating an environment of 'A' Players. As we grow, we are looking for a detail-oriented and reliable Part-time Accounting/Bookkeeping Assistant to support our trust and estate team and help us maintain our commitment to excellence.

Job Overview:
This person will play a crucial role in supporting the firm's accounting and administrative processes related to client trust and estate accounts. This role involves gathering financial information from clients, tracking and managing financial account statements, organizing for submissions to the court, and reconciling accounts, and filling out Court forms to reflect estate account information. The ideal candidate will be highly organized, detail-oriented, and proactive in ensuring compliance and accuracy in all tasks.

IMPORTANT: TO APPLY
Your ability to follow instructions will be a key factor in our evaluation process. To start the hiring process, please email your resume and a 1- 2 minute video telling us why you would be a great candidate for this position. These can be emailed to careers@simpsonestatelaw.com and should include Virtual Bookkeeper in the subject line. Please note that only candidates who follow these instructions will be considered for the position.

Key Responsibilities:
1. Trust & Estate Account Management:
o Track and manage client trust accounts and estate accounts for accurate and timely submission to the court.
o Gather required financial and personal information from clients to complete accountings.
o Maintain accurate records and ensure compliance with legal requirements.
o Coordinate with attorneys and staff to confirm all necessary documentation is completed.

2. Client Communication:
o Serve as a point of contact for clients regarding trust and estate accounting matters.
o Request and collect essential documents, following up as needed to ensure timely responses.
o Provide clear and professional communication, keeping clients informed of progress and next steps.

3. Performance Data Tracking:
o Monitor and track team performance data using the firm's CRM system.
o Compile reports and provide insights into key performance metrics.
o Collaborate with team members to ensure data accuracy and consistency.

4. Administrative Support:
o Assist in organizing and maintaining digital files and records.
o Support the firm’s processes for trust accounting, billing, and reporting.
o Support in-house bookkeeper as needed with invoicing, and reconciling firm accounts, budgeting, etc.
o Perform other administrative tasks as needed to support the team.
o Must be able to work on Eastern Standard time from the hours of approximately 8 am-5pm.

Qualifications:
• Prior experience in trust and estate management, accounting, or legal administrative work is preferred.
• Familiarity with CRM systems and ability to generate performance reports.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and meet deadlines.
• Proficient in Microsoft Office Suite and/or Google Workspace.
• Tech-savvy with the ability to quickly learn new software tools.

Contract Terms:
• This is a 100% remote, independent contractor position.
• Required to fulfill services hours during Eastern Standard Time.
• Compensation based on experience
• Full-time contractors are eligible for non-service days annually for personal time and holidays (Note: Health benefits are not offered).

If you are a meticulous and motivated professional with a passion for organization and client service, we’d love to hear from you!

Our Hiring Process: Join a team that values hard work, positivity, and a friendly atmosphere. We are committed to finding individuals who align with our dynamic office culture. Our engaging hiring process is designed to find not just a candidate but a future team member who will thrive and grow with us. It includes the following steps:
1. Email your resume and a 1- 2 minute video telling us why you would be a great candidate for this position.
2. HR & Team Director interview (via Zoom).
3. Complete a test assignment(s).
4. Take strengths assessments (Kolbe and/or Enneagram).
5. Final interview with the Firm Owner (via Zoom).
6. Provide references from business associates.
7. Receive an offer if selected.

Are you excited to be part of our amazing team and ready to take the next step in your career? Send your resume and video to careers@simpsonestatelaw.com. Please note that only candidates who follow these instructions will be considered for the position.