Note: The job is a remote job and is open to candidates in USA. TopDog Law is a nationally scaling personal injury firm focused on enhancing client experiences through innovative operations. The Trust Operations Coordinator will manage the trust settlement process, ensuring accurate handling of inbound settlement checks and supporting the firm's Remote Deposit Capture solution.
Responsibilities
- Scan all inbound trust settlement checks and load them into the RDC staging
- Maintain a daily check receipt log capturing payer, amount, client matter number, proposed destination account, and confirmation status for every item received
- Flag any check that cannot be matched to a matter record and escalate
- Perform initial data entry and transaction coding in NetSuite for all incoming trust receipts, following account mapping standards established by the Senior Specialist
- Prepare daily deposit summaries and reconcile to RDC confirmation records and bank activity reports
- Maintain organized digital records of all processed items in accordance with the firm's document retention policy
- Assist with exception resolution, returned items, and special handling requests as directed by the Trust Accounting Specialist or Senior Specialist
- Support audit preparation by pulling receipt logs, deposit confirmations, and supporting documentation as requested
- Cross-train on basic disbursement review tasks to provide coverage support as the team scales
- Perform other duties and special projects as assigned
Skills
- Associate's or Bachelor's degree in Accounting, Finance, Business, or related field, or equivalent work experience
- 2–3 years of experience in banking operations, legal financial administration, bookkeeping, accounts receivable, or a similar high-volume transaction processing role
- Strong data entry accuracy with demonstrated attention to detail in financial processing environments
- Comfort with multiple banking systems and digital tools; ability to learn new platforms quickly
- Organized, dependable, and process-oriented with excellent follow-through
- Good communication skills; ability to coordinate with legal and operations teams to resolve questions
- Prior experience with Remote Deposit Capture (RDC) systems or multi-bank environments
- Familiarity with legal case management systems such as Filevine or similar
- Experience with QuickBooks, NetSuite, or any ERP system for transaction entry
- Background in trust accounting, escrow processing, or legal financial operations
- Experience in a compliance-oriented or regulated financial environment
Benefits
- Eligible for performance-based bonus
- Benefits include: Medical, dental, and vision insurance
- 401(k) with company match
- HSA
- Life insurance
- Disability coverage
- Paid time off
- Parental leave
Company Overview