Trust and Retainer Specialist

Snell & Wilmer, one of the largest law firms in the Western United States, is seeking a full-time Trust & Retainer Specialist to join our Finance Department in our Phoenix office. 

This position is ideal for a detail-oriented professional with strong organizational skills who can manage financial transactions accurately while maintaining excellent communication with attorneys, staff, and clients.

The hours for this position are Monday through Friday 8:30 a.m. to 5:00 p.m. Once fully trained, you may have the option to work a hybrid schedule with flexibly to adjust based on business needs.

Position responsibilities include, but are not limited to the following:

• Record and process funds received into trust and retainer accounts


• Obtain appropriate authorizations and process disbursements in accordance with firm policies and procedures


• Ensure accurate documentation and compliance with financial and accounting standards


• Investigate and resolve questions related to transactions, balances, or payment processing


• Maintain clear and professional communication with attorneys, staff, and clients regarding trust and retainer activity


• Develop and maintain effective working relationships across departments to support efficient financial operations

 Experience and Qualifications:

• 2 to 3 years of experience working with accounts payable, accounts receivable, or related accounting functions


• Associates Degree in Accounting or related field preferred, but not required


• Large law firm experience is a plus


• Experience with accounting or financial management systems preferred


• Strong proficiency in Microsoft Office applications, including Microsoft Excel


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  Excellent organizational skills with strong attention to detail

  
  


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  Ability to manage multiple priorities and meet deadlines in a professional environment

  
  

Snell & Wilmer offers a competitive performance-based compensation and a generous benefits package starting on your first day. The benefits package includes medical, dental, vision, disability, life insurance, 401K/profit sharing, paid holidays, tuition reimbursement and paid time off including vacation time, personal time, and sick time where appropriate.  Snell & Wilmer values the principles of Diversity, Inclusion, and Belonging.

Snell & Wilmer is an Equal Employment Opportunity employer.