EPI Accounts Assistant Role
3 days ago
The Accounts Assistant will support EPI billing, along with any associated tasks in the billing process. They will work closely with the EPI Account Managers, the EPI team (lawyers and support team) and national finance team to ensure invoices are raised correctly and sent out to the clients in accordance with our the relevant Service Level Agreements.
Key Responsibilities- Support and work with the three EPI Account Managers in the team.
- Support them in managing departmental billing processes ensuring that time and/or disbursements are processed in accordance with client protocols, ensuring clients are billed the right amounts at the right time.
- Checking invoices received from our finance team ensuring they have been billed as per the instructions, then forwarding to the relevant clients by email/electronic means in accordance with our Service Level Agreements.
- Dealing with invoice-related queries from clients in an efficient and professional manner.
- Assisting the team with queries on financial matters such as billed/unbilled time, disbursements, billing and client account balances.
- Supporting in running and gathering information for Client Management Information reports.
- Liaising with our finance team to resolve account queries.
- Handling confidential information in line with the Firm's data security protocols.
- Must be organised with the ability to manage and prioritise work within prescribed timescales.
- Has a proactive and flexible approach.
- Must have a good eye for detail and excellent numeracy skills
- A good knowledge of Excel.
- High standard of written and oral communication skills with the ability to liaise confidently and professionally with clients and colleagues at all levels.
- Team oriented with a willingness to share knowledge with and support other members of the team/cluster.
- Experience of using a case management system preferred
- Experience/understanding of finance systems preferred.
- Previous finance/billing experience within a professional services environment is ideal but not essential.
We are a leading international legal business with over 3,000 colleagues and a diverse range of capabilities. We are market leaders in insurance, health and real estate but with a full-service offering, including growing Financial Services and Tech capabilities. We represent a wide range of clients – from household names to government departments and NHS bodies. We act for nearly all of the top-20 UK and global insurers, we're market leaders in the provision of strategic, commercial and regulatory advice to providers and commissioners in the health sector, and in real estate we advise all of the UK's top-five housebuilders.
We are a fast-growing international business with offices around the globe. In addition to our 11 UK offices, we also have offices in Bogota, Buenos Aires, Dublin, Lima, Los Angeles, Hong Kong, Madrid, Mexico City, Milan, New York, Paris, Rome, Santiago de Chile, and Singapore plus a representative office in Miami and broad network of affiliations across the globe.
At DAC Beachcroft we are committed to and recognise the importance of equity, diversity and inclusion across the board, including and beyond the protected characteristics. We take decisions based solely on merit. We value, welcome and seek out people with different backgrounds and life experiences, perspectives, beliefs, ways of thinking and identities.
We are happy to talk flexible working with our Flex Forward scheme. We would encourage you to talk to us about our approach to flexible working during the hiring process if you would like to explore this further.
Note for Recruitment Agencies
DAC Beachcroft manages all vacancies via our in-house recruitment teams, prioritising direct sourcing and referrals. When external support is required, roles are released to selected agencies on our Preferred Supplier List (PSL).
Speculative CVs sent to any DAC Beachcroft employee without prior instruction from our recruitment teams (LLP and CSG) will not be accepted, and no fees will be payable.
For PSL queries, please contact: or
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