Role Description - Data entry and payment processing of contracts - Back-up for warranty registrations and rebates - Clerical duties will include scanning, filing, and copying - Good phone skills required - Assist with other accounting work as assigned - Assists in the development and implementation of goals, policies, priorities, and procedures related to the accounting department and its staff - Daily / weekly status reports for management - Undertaking special projects as needed Qualifications - Minimum 2+ years accounting and clerical/office management experience - Demonstrates strong analytical and problem solving skills - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality and efficiency - Ability to work in a team environment - Self-motivated, pro-active, & decisive - Ability to multi-task - Detail oriented and organizational skills required - Intermediate Excel skills required; understand filters, formulas, sum-ifs - Knowledge of Microsoft Office Suite and Adobe - MAS 200 working knowledge is a big plus Requirements - Hours are 8-5 pm daily, overtime as needed

• Monitor multiple inboxes to triage and respond to client questions and concerns • Perform ad hoc payment, invoice management, file management, etc • Upload and manage MLS listings following SOPs • Manage a calendar including scheduling, meetings, and travel arrangements • Serve as a contact between employees, clients, and external partners • Prepare/ edit correspondence, communications, presentations, reports, and other docs (including lease agreements, written offers, etc) • Coordinate meetings, set agendas, take minutes, and prepare follow ups / action items • Perform other ad-hoc tasks with limited instruction as needed • Assist with personal tasks as needed

• Manage and/or assign files to appropriate staff member and initiate appropriate verbal and/or written contacts with employers, clients, claimants, and medical providers. • Set up files in all appropriate systems; assign files, when applicable, to the nurse. • Maintain responsibility of an individual caseload. • Maintain appropriate electronic and paper files. • Interface with a variety of inter-disciplinary providers (e.g., PT, diagnostic, psychology, etc.). • Identify, maintain, and update participating providers. • Answer incoming calls, and direct the call appropriately. • Process all documents using computer, copier, and scanner. • Search and copy the appropriate internal criteria guidelines, when appropriate. • Work as part of a team to meet turn-around time for the set activity. • Keep supervisor advised of any problems or delays. • Continually improve job skills and knowledge of all company products and services as well as customer issues and needs, through ongoing training and self-directed research. • Adhere to company policies, procedures, and reporting requirements.

• Calendar deadlines and appointments and regularly check upcoming due dates • Take and process client payments • Schedule consultations and manage client appointments • Follow up with clients regarding document requests and missing information • Run billing tasks and support invoice management through Clio • Pull exhibits and assist with document preparation • Manage and monitor emails for timely responses and follow-ups • Conduct intake conversations with new and prospective clients • Save, organize, and maintain digital client files • Send representation agreements and intake documentation • Answer incoming phone calls and act as the primary receptionist