Financial Services Assistant

Shine Lawyers; Toowoomba Regional; On-site; AUD 50,000 - 70,000; Full time

Job summary

Shine Lawyers in Toowoomba seeks a Financial Services Assistant to support client and trust accounting activities across billing, reconciliations, reporting, disbursements and settlements on a 13-month contract.

Reporting to the Client Accounting Manager, you will work with the Class Actions team to manage financial requirements throughout matters, contributing to a collaborative Finance team and process improvements.

Qualifications

• Experience across accounts receivable and/or accounts payable.
• Experience working with legal matters, processes, file progression, or legal-adjacent is desirable.
• Trust accounting experience is desirable.
• Intermediate to advanced Excel skills.
• Strong numerical, reconciliation and problem-solving skills.
• Excellent attention to detail and accuracy.
• Confidence managing competing priorities in a busy environment.
• A proactive approach, with strong initiative and a willingness to learn.
• Clear written and verbal communication skills.

Responsibilities

• Managing day-to-day client and trust accounting activities, including reconciliations, transfers, journals and reporting.
• Supporting accounts receivable and payable activities, billing requests and disbursement funding.
• Partnering with the Class Actions team on billing, WIP and disbursement reconciliations, settlement processes and the distribution of trust funds.
• Maintaining accurate financial and performance data and supporting regular and ad hoc reporting.
• Responding to finance and client account queries, resolving issues or escalating where required.
• Supporting month-end trust account reporting and maintaining accurate financial records.
• Ensuring trust accounting, funding and financial activities meet relevant regulatory, audit and internal compliance requirements.
• Building strong relationships across Finance, Legal and Settlement Services, as well as with external stakeholders.
• Identifying opportunities to streamline processes and improve the way we work.

Skills

Accounts receivable

Accounts payable

Excel

Numerical skills

Reconciliations

Attention to detail

Problem solving

Communication

Tools

Trust accounting software

Job description

A place for you. It means more here. We bring true purpose, authentic people and a proven path. You bring you.

The Opportunity

As a full-time Financial Services Assistant based in Shine’s Toowoomba office, you’ll support Shine’s client and trust accounting activities, working across billing, reconciliations, reporting, disbursements and settlements. This is a 13-month contract to cover the extended leave of a team member.

Reporting to the Client Accounting Manager, you’ll also partner closely with our Class Actions team, helping manage financial requirements throughout the life of a matter. You’ll join a collaborative Finance team where you can build your capability, solve problems and help improve the way we work.

Here’s how you’ll help us stay ahead of the pack:

• Managing day-to-day client and trust accounting activities, including reconciliations, transfers, journals and reporting.
• Supporting accounts receivable and payable activities, billing requests and disbursement funding.
• Partnering with our Class Actions team on billing, WIP and disbursement reconciliations, settlement processes and the distribution of trust funds.
• Maintaining accurate financial and performance data and supporting regular and ad hoc reporting.
• Responding to finance and client account queries, resolving issues or escalating where required.
• Supporting month-end trust account reporting and maintaining accurate financial records.
• Ensuring trust accounting, funding and financial activities meet relevant regulatory, audit and internal compliance requirements.
• Building strong relationships across Finance, Legal and Settlement Services, as well as with external stakeholders.
• Identifying opportunities to streamline processes and improve the way we work.

What you’ll bring

To thrive in this role, you will have:

• Experience across accounts receivable and/or accounts payable, or a similar role.
• Experience working with legal matters, processes, file progression, or legal-adjacent is desirable, but not essential for success.
• Trust accounting experience is desirable, but not essential for success.
• Intermediate to advanced Excel skills
• Strong numerical, reconciliation and problem-solving skills.
• Excellent attention to detail and accuracy.
• Confidence managing competing priorities in a busy environment.
• A proactive approach, with strong initiative and a willingness to learn.
• Clear written and verbal communication skills.
• A collaborative approach and ability to adapt as priorities change.

Shine Lawyers: A place for you. It means more here.

At Shine, purpose really matters.

• It’s our clients, who summon the courage to stand up to injustice.
• It’s the communities we are part of and support every day.
• It’s our team, who champion what’s right and make this place what it is.

We’re an ASX-listed organisation, and we've been standing up for the rights of everyday Australians for more than 50 years. We’ve achieved a lot but you’ll find no airs and graces here. We’re humble yet relentless. We don’t pretend to be anything other than ourselves. And together, we’ve created a place for you to thrive.

Here are some of the things we hope you’ll love about working with us:

• Connect and be you: Get the flexibility and benefits you need, and work alongside truly authentic people who care so much - about the clients, Shine and you.
• Challenge and be challenged: We’re not here for “easy”. We want you to take your place at Shine and make a real impact. Question and challenge - that’s how we grow.
• Achieve and grow: Start your Shine journey with our in-house learning programs, where you’ll find immediate connection and be set up for success. You will be provided real opportunities to step up and grow - within your role and beyond.

Visit https://www.shine.com.au/careers/life-shine to find out more and read the stories of our incredible people.

As part of The Circle Back Initiative, we want you to feel supported through our recruitment process, which means that you will hear back from our friendly team – no matter the outcome.

We are committed to making Shine Lawyers a place for you by encouraging and supporting our people to bring their authentic selves to the workplace, and as a result, we know you’ll put your best self forward while righting wrong for our clients. We’re passionate about maintaining a diverse and inclusive environment here at Shine that celebrates all of our differences with age, disability, ethnicity, gender and sexual orientation, to name a few, and we encourage applications from Aboriginal and Torres Strait Islander candidates. You bring you.