Account Manager and Office Assistant

Key Responsibilities

• Billing: Prepare and raise retainer and matter-wise invoices on time as per agreed fee terms, including

out-of-pocket expenses. Upload invoices on client portals, where required.

• Collections: Follow up with clients on pending dues until payment is received.

• Invoice records: Maintain a client-wise register of invoices and payments, both as a physical register and as an

Excel sheet on Google Drive. Keep hard copies of all invoices on file and soft copies on Google Drive. Both must

be fully updated at all times.

• Payments: Check vendor and local counsel bills and staff reimbursement claims, and ensure office bills are paid on

time. All payments only with the Managing Partner's approval.

• Salary: Prepare the monthly salary sheet based on attendance, and coordinate salary payments.

• Bank and petty cash: Weekly bank reconciliation; petty cash supported by bills.

• CA coordination: Share monthly records with the firm's CA by a fixed date and provide data for TDS returns.

• Statutory dues: Ensure TDS and other statutory dues, as worked out by the CA, are deposited on time.

• Records: Keep all financial records filed and confidential.

• Reporting: Send the Managing Partner a weekly list of pending dues and upcoming payments, and a monthly

summary of billing, collections and expenses.