Bookkeeper & Legal Administrative Assistant

Job Description

Job Description

About Us:

For nearly 30 years, The Husband & Wife Law Team has set the standard in personal injury law through exceptional client service and legal results. Our mission is to thoughtfully guide people through adversity toward their best possible outcomes, driven by a passionate team and a system built to empower and evolve. We bring our community to work every day—honoring excellence, supporting local causes, and hosting meaningful events. If you're ready to make an impact alongside a collaborative, values-driven team, read on and apply today!

About the Role:

The Husband & Wife Law Team is looking to add an individual with a passion for helping support their team members and pursue our client’s best outcomes. As a bookkeeper/ legal administrative assistant in our accounting department, you will have different responsibilities that focus on helping our legal team accurately process and communicate the distribution of our client’s settlement proceeds. There will be some bookkeeping tasks as well as various administrative tasks. Communication is also important to this role as you will be interacting with paralegals and sometimes attorneys to ensure the accuracy of settlement distributions, handling of checks, deposits, letters with checks to providers, and more. You must have a keen eye for detail as accuracy is a vital part of this position.

What You’ll Do

• Processing all settlement checks, deposits, stop payments, voids, and charge backs
• Process invoices and apply charges to corresponding client cases and note client files
• Review and print check requests, importing check information into Quickbooks, EasyTrust, and Positive Pay (all banking software we utilize)
• Utilization of our banking software for various tasks including inputting deposits, inputting checks requested, reviewing the client’s ledgers and more
• Calculate and facilitate payment to referral sources following case closure
• Deposit settlement and reimbursement checks into their corresponding account and ensure deposits are properly input into Quickbooks, EasyTrust, and Filevine
• Collaborate with team members to ensure that checks are processed (deposits, mailed, void, etc.) in a timely fashion and no checks become stale dated
• Collaborate with team members on additional administrative tasks including phone calls to providers, following up on tasks, and assisting on various projects as necessary
• Meet with clients to give them their checks and have them sign off on the receipt of their check and scan to file
• Help with prepared disbursements to make sure they are an accurate accounting of the proposed or final settlement proceeds which ensures our clients are being given accurate information for the distribution of their settlement money when our clients talk to their attorney. Request checks, merge letters with providers, and then scan those checks and letters to the client file

What We’re Looking For

• Excellent multitasking skills
• Critical thinker and problem-solving skills
• Team player
• Good time-management skills
• Great interpersonal and communication skills
• Experience working with Filevine, Quickbooks, EasyTrust, Positive Pay, Remote Deposit Software
• Experience working with Excel

Things You’ve Done in the Past

• 1-2 years experience with Filevine, Quickbooks, EasyTrust, Positive Pay, Remote Deposit Software
• Working knowledge of Excel

Why Join Us?

At The Husband & Wife Law Team, you’re not just taking a job, you’re joining a mission. We’re a family-run firm with nearly 30 years of experience helping people navigate tragedy and recovery. Our work is personal, purposeful, and rooted in compassion. We’re proud to be a Certified Great Place to Work® five years in a row and a Top Workplace since 2022. But what makes us special is how we live our values every day.

We believe in building a culture where every team member is supported, empowered, and celebrated—because that’s how we deliver the best outcomes for our clients.

You’ll be part of a team guided by core values. These aren’t just words on a wall, they shape every decision, conversation, and client experience.

What We Offer:

• Competitive pay with growth potential
• Health, dental, vision, and life insurance
• 401(k) with company matching
• Paid time off & paid family leave
• Health savings account (HSA)
• Team appreciation events, employee discounts & much more

Whether you’re here to grow your career, make a difference, or be part of something bigger, we’ve built a place where you can do meaningful work and love the team you're doing it with.

Learn more about our values, culture, and how we give back at: husbandandwifelawteam.com/join -our-team