- Conducting bank reconciliations and managing outdated cheques.
- Identifying, recording, and depositing payments for Office and Client Accounts.
- Processing CHAPS payments and credit card transactions with precision.
- Preparing and issuing cheque payments.
- Reviewing and posting billing statements and handling Client to Office Transfers.
- Managing Bankline transfers and responding to both internal and external queries.
- Handling petty cash and ensuring compliance with Solicitors Accounts Rules.
- Updating purchase ledgers and maintaining Excel records.
- Processing monthly staff expenses and addressing fee earner queries.
- Supporting appraisals, training, and assisting with additional tasks as required.
- 3+ years of experience in a similar role.
- A solid, up-to-date understanding of Solicitors Accounts Rules.
- Team player with a proactive approach and great problem-solving skills.
- Experience with case management systems (Partner preferred) and confidence in Excel and internet banking platforms.