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- Responsible for cashiering process and procedures, focussing on smooth and efficient running of existing processes and identifying and implementing process improvements when required.
- Locating, informing, and posting funds coming into both office and client account.
- Client to office transactions
- Answering any queries colleagues may have ( in terms of ledger posting queries, invoices, postings)
- Allocating and posting land reg to correct ledgers.
- Informing solicitors of residual balances on files
- Setting up payments both from office and client account
- Approving invoices on system once solicitor has confirmed they are happy for me to do so/ raising invoices
- Client bank rec
- Office bank rec
- Nominal postings and payments of invoices
- Payroll
- Tidy exercises on matters every 6 months.
- Informing solicitors of aged bills on ledgers
- Posting LMS fees
- Posting Cheques in
- Posting cheques out/ raising cheques
- Checking every 6 months on cheques that haven’t been cashed by clients.
- International payments
- Responsible for managing client balances and ensuing they are handled in accordance with SRA regulations.
- Client to client transfers
- To assist with completion statements when needed
- Assisting with month end procedures
- Assisting with year-end when needed
- Printing reports for solicitors when required.
- Posting card payments
- Expense claims
- Monitor and reconcile credit card payments.
- Reconciling and posting petty cash
- Creating disbursement only invoices when requested to do so.
- Setting up files
- Petty cash log
- Relevant experience as a Legal Cashier of a minimum of 3 years
- High attention to detail and accuracy
- Able to prioritise work and cope well in periods of high volume.
- Confident and articulate
- IT literate with high level of proficiency in Microsoft Office suite
- Excellent organisation and prioritisation skills
- Applies knowledge and judgement to solve problems and make decisions
- Experience of delegating to, and training, junior team members
