Accounts Receivable Specialist

Hiring: Full-Time Account Receivable Specialist - Remote - $9,600 - $13,200/yr 🚀 About the Client 🚀 ⚖️ A Leading Personal Injury Law Firm — our client fights for everyday people harmed in car accidents, truck accidents, medical malpractice, nursing home abuse, and more. 🌆 National Reach, Strong Roots — headquartered on the East Coast with offices across the country, including New York, Atlanta, Detroit, Las Vegas, and Washington, D.C. 💻 Tech-Forward Legal Services — secure online document sharing and virtual consultations make the legal process accessible and modern. 🏆 A Track Record That Speaks for Itself — known for strong advocacy and high-value settlements in complex injury cases. 🌟 A Team on the Rise — as their caseload grows, so does their finance team, and they're looking for sharp, detail-driven people to grow with them. 🌟 About WeAssist 💡 🌍 Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families. ⚡ Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles. 🌎 Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses. ❤️ Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference. 🤝 An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don't just work—they grow. ⚒️ Key Responsibilities of the Account Receivable Specialist 📝 💳 Daily Lockbox Data Entry & Payment Processing 📁 Document Management & Organization 🔍 Discrepancy Review & Escalation 🧮 Auditing & Process Improvement Projects 🤝 Team Collaboration & Communication Additional Information: Review this Doc first! How to Prepare for the Recruiting Process - https://docs.google.com/document/d/1tCWNqlU4gNG4nQaEeo5iSKNB8A8X7xAlVCMDvZwkdDk/edit?tab=t.0#heading=h.gt6n5ybw2ujb 📢 Why Are They Hiring an Account Receivable Specialist? 🏢 Our client's finance team is growing right along with the business, and it's time to bring on an Account Receivable Specialist who can help keep that momentum going. This role exists to bring focus and consistency to a fast-moving payment process, making sure every incoming payment is captured, verified, and logged with precision. It's a chance to step into a high-trust role where accuracy is genuinely valued and your work has a direct, daily impact on the business. If you're detail-oriented, comfortable with repetitive high-volume work, and take pride in getting the numbers exactly right, this role could be a great fit for you. ✨ ✅ Qualifications: Must-Haves: 🔍 Sharp Attention to Detail – You catch discrepancies in financial data before they become problems. 🔁 High Tolerance for Repetitive Work – You can process the same type of task hundreds of times a day without losing focus or accuracy. 🎯 Accuracy-First Mindset – You'd rather get it right than get it done fast. 📊 1-3+ Years in AR, Data Entry, or Admin Support – You've handled financial or administrative data entry before. 💻 Google Sheets & Excel Proficiency – You're comfortable navigating spreadsheets daily. 🖥️ Comfortable Learning New Systems – You can pick up tools like Salesforce quickly, even without prior experience. Nice-to-Haves: 🏦 Lockbox Portal Experience (Huge Plus) – Familiarity with lockbox banking portals like CashPro. 📐 Advanced Spreadsheet Skills – Comfortable with formulas and VLOOKUPs in Excel or Google Sheets. 📑 High-Volume Document Workflow Exposure – You've worked with bulk scans or large document batches before. Responsibilities of the Account Receivable Specialist: Your responsibilities include: 💳 Daily Data Entry & Payment Processing Log into the CashPro banking portal each morning to review incoming fees and download accompanying documents Process anywhere from 75 to 300 individual entries and documents daily Extract key financial data points from each payment document, including settlement amount, attorney fees, and the firm's received fee Verify that the amount listed on each document matches what was actually received in the bank account Log extracted financial data accurately into a designated Google Sheet Learn to recognize varying settlement sheet formats across roughly 150 different referral partners 📁 Document Management & Organization Pull documents from the CashPro portal and upload them into Google Drive Rename downloaded documents according to company naming conventions, including client and referral partner names Understand how logged data flows into Salesforce through automated processes 🔍 Discrepancy Handling Flag any discrepancies spotted on a document to a senior team member for review Escalate unresolved discrepancies through the appropriate channels for clarification with referral partners 🧮 Auditing & Process Improvement Participate in quarterly goal-setting (90-day "rocks") to help improve internal systems and clean up data Perform manual side-by-side audits comparing referral partner lists against internal records Support data clean-up projects as needed 🤝 Team Collaboration Work closely with a senior teammate daily to split workload and get hands-on training Communicate proactively via Slack, including stepping-away notifications Prioritize accuracy over speed—getting the data right matters more than finishing fast 🏡 Want to Know More About the Client? Our client is a nationally recognized personal injury law firm making a big impact for people who need strong advocacy the most. From car accidents to medical malpractice, they fight to ensure everyday individuals—especially those who might otherwise be overlooked—get the justice and compensation they deserve. Headquartered in Philadelphia with a growing presence across the U.S., the firm is also innovating how law connects with people by leaning into creative digital strategies. Their fast-growing content arm leverages influencers, AI, and viral storytelling to make legal guidance accessible, relatable, and impossible to scroll past. As their caseload and finance team continue to grow, this is a chance to join a firm that's making a real difference. 🌟 Culture and Core Values: The AR and AP team is close-knit, long-standing, and fast-paced—the kind of team where people show up for each other every day. 😀 Bring the Good Vibes – An upbeat personality that makes teamwork fun and inspiring. 🤝 Count on Me – Reliability that builds trust and keeps things moving. 🚀 Better Every Day – A commitment to continuous improvement and growth. 💼 All In, Always – Dedication and loyalty to the mission and the organization. 🔍 Integrity First – Doing the right thing, even when no one’s looking. 🦾 Never Back Down – Tenacity to push through challenges and fight for results. 💛 Lead with Heart – Compassion that shows up in every action and decision. Together, this team keeps the numbers—and each other—straight, one entry at a time. 💯 What's in it for you? 😏 Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to: 📈 Room to Grow – While the role is data-entry focused for now, there's a path to more as the company grows. 🧠 Creative Problem-Solving Time – Take on 90-day "rocks" to improve internal systems and processes. 🤝 Real Teammates, Not Just Coworkers – You'll be treated as a true extension of a close-knit U.S. team. 🎯 Accuracy Over Speed – Leadership would rather you get it right than rush and get it wrong. 🌎 Fully Remote Flexibility – Work from home while collaborating with a supportive, hands-on team. 💬 Open, Judgment-Free Communication – Ask questions freely—repetition is expected as you learn. Your next big opportunity starts here—ready to take the leap? 🚀 🫥 WeAssist: 😌 (Not your average Recruiting Firm…) Started by Reef Colman just six years ago, is not your typical staffing agency... We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 100 people. We help US businesses find skilled remote workers and connect these workers with good employers. What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best! Perks: 13th Month Bonus (Wild right?! 🤯) Permanent work-from-home / remote set-up 🌴 Health insurance 🧑‍⚕️ Dental insurance 🪥 Mental health insurance 🧠 Great starting salary 💰 Growth opportunity 📈 Performance-based raises 💸 Prizes and bonuses 🏆 Specifics: Time Full-time; 9am to 5pm EST Timezone This is a remote position so you can have the freedom to work from anywhere Miscellaneous Attire - business casual when in meetings Professional setup Clean background Good camera Good microphone Strong wifi Tech Stack 💻 Google Sheets 📁 Google Drive 🏦 CashPro (lockbox portal) 💬 Slack 🔗 Salesforce (Nice-to-have) 📊 Advanced Excel/Google Sheets (formulas, VLOOKUPs) (Nice-to-Have) Compensation Fixed Rate $9,600 - $13,200/yr