Senior Billing Executive

4 weeks ago

Edinburgh, United Kingdom Shepherd and Wedderburn LLP Full time

Shepherd and Wedderburn Online Application Senior Billing Executive [Forward to a friend] Term: Permanent Working hours: Full-time(33.75) Department: Finance Location: Edinburgh The team

Reporting to the Billing Team Manager, the purpose of this role is to provide a comprehensive, focused billing/WIP based service. This role requires direct interface with Partners and Practice Groups, obtaining and receiving instructions on all billing issues and other WiP related matters (write offs & transfers) together with bulk billing for larger clients and e-billing.

The role

Key Duties and Responsibilities

  • Accurate preparation and review/editing of final fee notes as instructed by the appropriate partner/ fee earner, including billing provided to clients on their E-billing systems;
  • Meeting Partners to agree billing and related WiP & Debt instructions and deal with any older/problematic WiP
  • Dealing with all levels of staff throughout the firm;
  • Provide support to Billing Team Manager in relation to client/matter WiP/Billing analysis and breakdowns;
  • Monitor and progress (to completion) requests received within Billing team to ensure all work carried out promptly;
  • Obtaining authorisation regarding write offs and AML related issues arising from billing requests;
  • Preparing and processing WIP and disbursement write offs as required
  • Dealing with queries accurately and promptly
  • Providing training and billing and Client/Matter page guidance as required to Partners/fee earners and PAs;
  • All of the above to be carried out in accordance with Firm Policy, SRA, HMRC and AML Verification guidelines;
  • To undertake any other reasonable duties as requested.

Candidate Profile

Essential

  • Enthusiasm, accuracy and a keen eye for detail;
  • Comfortable working as part of a team but also able to perform to own initiative when required;
  • Excellent client (internal and external clients) relationships skills with a ‘can do’ attitude to support client service;
  • Adaptable to change in relation to processes and software used and deployed throughout the firm;
  • Confident in own judgement and skills, but also able to know when it’s necessary to call upon the help and expertise of others;
  • Strong organisational skills and the ability to work under pressure in a busy and demanding environment;
  • Proficient with Word, Excel and Outlook.

Technical Skills/Experience

  • Demonstrates appropriate range of knowledge and, with assistance, can identify issues outside their expertise and seek appropriate assistance.
  • Demonstrates initiative to obtain relevant information to complete tasks.
  • Produces a solution best addressing the client’s requirements, with guidance.
  • Demonstrates potential to display effective spoken and written advocacy skills.

Business/Work Management

  • Works as part of a team to attain objectives within agreed timescales and budgets.
  • Keeps all clients and colleagues up-to-date with latest developments.
  • Complies with all firm policies and procedures, including financial.
  • Implements improvements in working methods.
  • Prepares well for meetings with guidance.
  • Makes effective use of the firm’s information management systems, and complies with all legal and regulatory requirements.

These duties reflect the situation as at October 2023 and may be subject to reasonable change at a later date.

Other information

At Shepherd and Wedderburn we strive to provide a supportive, inclusive and high performance working environment, where everyone feels they belong. Diversity and inclusion is at the heart of our business and we welcome applicants from different backgrounds to all levels of the organisation. To foster inclusivity we particularly encourage applications from those who may be from underrepresented groups, including candidates from Black, Asian and minority ethnic backgrounds, LGBT+ people, disabled people and those from lower socio-economic backgrounds.

Shepherd and Wedderburn is committed to protecting the privacy and security of your personal information that we collect as a “data controller”. The information provided by you will be processed in accordance with our GDPR Privacy Notice for Applicants and Work Experience Students. If you are successful in obtaining paid employment with us, we will hold your information in accordance with our Personnel Data Retention Policy, which will be provided to you at the relevant time.

We will process the information you provide solely for the purpose of evaluating your application for employment. The information will be disclosed to the interview panel (if relevant), your line manager (if appointed), and Human Resources staff members. We may contact any references provided for the purposes of discussing your application, and will ask your permission before doing so.

If you provide any information deemed to be “special category” information under the General Data Protection Regulation, we may use this as follows:

  • We will use information about your disability status to provide appropriate adjustments to the interview process.
  • We will use any information provided in our diversity monitoring form about your race, colour, nationality, ethnic or national origin, gender identity, gender expression, social mobility background, religious beliefs, sexual orientation, any disability information, age, and marital/civil partnership status to ensure meaningful equal opportunity monitoring and reporting. Any analysis of this data will be done on an anonymous basis.

Should your application be unsuccessful, the information provided will be deleted within 1 year of a decision not to progress your application.

If you have any further questions about how we process and store your information, or your rights in relation to this, please refer to our GDPR Privacy Notice for Applicants and Work Experience Students (available at

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