Manage settlement fund distributions to clients and other parties, verify disbursement amounts, maintain detailed financial records, prepare disbursement journals, ensure legal and ethical compliance, and resolve distribution issues. The role requires strong organization, discretion, communication skills, familiarity with settlement processes, and proficiency with legal software.

Processes and records settlements involving complex fee divisions, expenses, liens, and referral fees. Maintains IOLTA account reporting, tracks case lines of credit, reviews invoices, processes reimbursements, deposits and issues checks, and records firm operating costs in QuickBooks. Collaborates with Finance management and financial institutions to ensure accurate and timely financial operations.