Legal Cashier/Credi Controller

Reed Accountancy are currently partner with an established client in the West Sussex area in the recruitment of a Legal Cashier/Credit Controller to join their small team.  Reporting to the Financial controller as Legal Cashier/Credit Controller this role will be responsible for maintaining financial records, handling transactions, and ensuring compliance with financial regulations. The ideal candidate will have experience with online banking, credit control, and using financial management systems like LEAP.

Day-to-day duties of the role:

• Maintain Office and Client Cashbooks.
• Handle online banking tasks including the allocation of received funds, processing of payments, and maintaining a library of payment templates for added security.
• Manage banking activities and the drawing of cheques.
• Enter all financial, matter-related transactions onto the LEAP management system.
• Advise staff of incoming funds, ensure the authenticity of the source, and process transactions accordingly.
• Assist Fee Earners and other support staff with finance-based queries.
• Consult with clients, other law firms, and businesses regarding financial queries as necessary.
• Take and process debit/credit card payments.
• Oversee invoicing and the issuance of credit notes.
• Input Land Registry fees and other cost recoveries.
• Maintain correct VAT status regarding Infotrack bills.
• Manage petty cash and perform 3-way reconciliations (CB/bank/LEAP).
• Ensure compliance with Anti Money Laundering regulations and Solicitors Accounts Rules, including maintaining a breaches log.
• Liaise with accountants regarding nominal/purchase ledger issues and confer with auditors as necessary.
• Provide weekly and bi-weekly reports to fee earners regarding outstanding matter balances and aged debt.
• Maintain contact with the relationship manager at the bank.

Required Skills & Qualifications:

• Proven experience in financial roles, preferably within a legal or professional services environment.
• Familiarity with online banking and financial management systems, particularly LEAP.
• Strong understanding of credit control processes and compliance with financial regulations.
• Excellent organisational skills and attention to detail.
• Strong communication skills and the ability to handle financial queries effectively.
• Knowledge of Anti Money Laundering policies and Solicitors Accounts Rules.

An excellent opportunity to join the friendly team so don’t delay apply now or email