Our client has been built upon our ability to deliver our clients’ expectations. They offer a broad range of client services backed by dedicated teams. They are now looking for a Senior Lead Cashier, to take ownership of the client transactional and compliance side of the firm’s legal finance operations.
Responsibilities
- Oversee all Accounts operations, ensuring full compliance with SRA regulations.
- Promptly report any breaches to the COFA and maintain ongoing communication on policy, approvals, and process improvements.
- Manage the team mailbox, delegate tasks efficiently, and ensure timely responses to all queries.
- Supervise NatWest Bankline usage, ensuring full adherence to compliance standards.
- Conduct monthly reviews of interest calculations and notify the COFA of any balances due.
- Oversee the Cashroom portal, ensuring queries are managed at the appropriate level and unclaimed client funds are returned in accordance with SRA regulations and firm policy.
- Manage and support the billing process, including assistance with complex bills.
- Ensure proper handling of disbursements and client expenses in line with protocol.
- Oversee reconciliations, reporting, and month-end financial processes to ensure accuracy and timeliness.
- Set up and/or authorise payments on Bankline in accordance with firm policy.
- Provide training, mentoring, and day-to-day support for team members.
- Attend departmental meetings and deliver training/support to fee earners as needed.
Candidate Profile
- To be considered for this role you will have a strong knowledge of SRA Accounts Rules and their practical application and proven experience as a Legal Cashier. You will display excellent communication skills and the ability to present complex financial information clearly with high attention to detail and a commitment to accuracy. You will have the ability to work under pressure, manage multiple tasks and meet deadlines.
Important Notice
It is Career Legal’s policy, as a matter of courtesy, to respond to all applications within three working days. However, because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful, and your details have not been retained. Please apply for any other position that you may see in the future. Thank you.
Career Legal is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.
