Legal Cashier

My client are currently seeking a dedicated Legal Cashier to assist all departments in our firm with the end-to-end process of managing paid disbursements. This role involves developing and maintaining an effective and professional procedure for the management of these disbursements, ensuring accuracy and compliance throughout the financial processes.

• Analyse the system ledger to determine if disbursements should be billed to the client or written off, liaising with the fee earner for confirmation.
• Review the system ledger for unbilled disbursements to check if there is money on the client account to pay the bill when raised.
• Liaise with the client contact to obtain a Purchase Order before raising the bill and ensure the PO is added to the bill.
• Create and submit bills in P4W, send them to clients via email, and file the bill and email in the client folders in the DMS.
• Ensure bills paid with money on the client account are processed correctly at the point of raising the bill.
• Follow the financial procedure and authorisation process for the write-off of any unbilled disbursements.
• Build and maintain good working relationships with the Accounts Operations Team to resolve unbilled disbursement queries timely and accurately.
• Keep the Operations Manager fully informed of issues, providing suggestions and solutions, as well as ideas for process improvements.
• Work with the Operations Manager to introduce a weekly procedure for this task and a monthly progress review report on objectives achieved.
• Maintain up-to-date and accurate records of query statuses and an organised and accurate filing system.
• Send matters to the Facilities team for archive when all matter balances return to zero as a result of this work.

• Minimum of 5 A-C grades at GCSE or equivalent including grade B in English Language, Literature & Maths.
• At least 12 months experience working within a law firm.
• High attention to detail to produce work/documentation consistently of a high standard.
• Proactive in identifying and raising issues at an early stage to enable effective resolution.
• Good computer skills, competent in Excel and Word.
• Extensive time management skills with the ability to prioritise workload and have a flexible approach to ensure all deadlines are met.
• Must be able to work as part of a team and possess excellent communication skills both written and verbal.
• Willingness to excel within an accounts environment and keen to learn

Please note the role is pretty much fully from home