Cash Office Team Leader

Forbes Solicitors; Preston; On-site; GBP 30,000 - 40,000; Full time

Job summary

Forbes Solicitors is seeking a Legal Cashier Team Leader for a full-time role within their Finance team at their Head Office. The successful candidate will lead the Legal Cashier team, ensuring high performance through effective leadership, compliance, and contributions to the department's goals. The role promises a supportive environment with a focus on work-life balance and professional development.

Benefits

33 days annual leave, including bank holidays

Annual leave purchase scheme

Company pension

Health care benefits

Retailer and gym membership discounts

Long service awards

Progression opportunities

Annual Events

Qualifications

• Extensive experience in a legal cash office setting.
• Strong expertise in financial systems and data reconciliation.
• Exceptional organisational and staff management capabilities.

Responsibilities

• Providing leadership and guidance to the Cash Office team.
• Training, mentoring and supervising the Cash Office team.
• Ensuring compliance with regulatory standards and company policies.

Skills

Leadership

Team Management

Financial Systems

Data Reconciliation

Organisational Skills

Communication Skills

Tools

Practice Management Systems

Job description

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UK Employer of the Year 2024: Silver (250+) - Investors in People Awards

The Role

Forbes Solicitors LLP are seeking a Legal Cashier Team Leader to join our Finance team at our Head Office at Walton Summit. This is a full-time role working 36.25 hours per week, Monday - Friday. The role will be initially based at our Rutherford House and then moving to our Walton Summit Office at a later date.

This is a fantastic opportunity for an experienced Legal Cashier to bring their experience and knowledge and lead our Legal Cashier team. While the role demands the fast pace, customer focus, and high standards of a law firm, it also ensures a sustainable work-life balance, reflecting the regional area it serves.

As a key member of our team, you will be responsible for achieving successful outcomes such as:

• Providing leadership and guidance to the Cash Office team to achieve departmental goals;
• Training, mentoring and supervising the Cash Office team to ensure high performance;
• Promoting efficiencies and driving continuous improvement;
• Creating and documenting efficient processes and procedures;
• Supervision of team; including Work allocation, preparing staff rotas for fair distribution of work; ensuring all tasks are completed;
• SAR audit lead key point of contact for auditors;
• Ensuring compliance with regulatory standards and firmwide policies;
• Collaborating with cross-functional teams to support business needs;
• Involved in daily tasks such as: daily banking functions; preparing online electronic bank transfers; bank reconciliations; processing client to office transfers; email queries.

The Person

We will be progressing applicants to the next stage based on their demonstrated knowledge, experience, and skills in:

• extensive experience in a legal cash office setting;
• demonstrated leadership and team management skills;
• strong expertise in financial systems and data reconciliation;
• proficient in using Practice Management Systems;
• in-depth knowledge and application of SRA Accounts Rules, Accounting and VAT regulations;
• exceptional organisational and staff management capabilities;
• ability to work autonomously and navigate complex challenges;
• strong sense of professional responsibility and integrity;
• aligns with the Firms values;
• have excellent attention to detail and organisational skills;
• have the ability to work as part of a team;
• have strong commercial awareness;
• have proven competence in their IT skills (Outlook, Word, and other systems experience);
• have good communication skills, both written and verbal;
• have an interest in long term development/progression in the department;

If you are interested in this role or in joining Forbes Solicitors, please visit our website to learn more about us.

The Firm

At Forbes Solicitors, we believe in creating a supportive and collaborative environment where our team members can thrive and develop themselves and others. We offer a comprehensive range of legal services and have offices across the North, with deep roots in Lancashire. Our team are known for its genuine, practical advice and passion for achieving the best results. We are real people who listen to each other and work together to deliver exceptional service.

We are proud to have been awarded UK Employer of the Year: Silver (250+) at the Investors in People Awards 2024 and the Firm is ranked as a Legal 500 Top Tier Firm and a Chambers and Partners Leading Firm.

We are a values led Firm and are looking for people who embody our values: authenticity, striving for exceptional results, and unity in teamwork to join our award-winning Firm.

The Benefits

We are dedicated to supporting our people and offer a range of benefits, including:

• 33 days annual leave, including bank holidays
• Annual leave purchase scheme (Subject to T&Cs)
• Celebration leave
• Progression opportunities
• Company pension
• Long service awards
• Subsidised tuck shops
• Health care benefits (Health Cash Back Plan and Mental Health Counselling Services)
• BUPA (Solicitor positions only, for self, not dependents)
• Retailer and gym membership discounts
• Recruitment and legal department referrals (Subject to T&Cs)
• Annual Events

Forbes is an equal opportunities and disability-confident employer, accredited by Investors in People and ISO 9001 quality management systems. We are committed to equal opportunities in employment, service provision, and supplier engagement, and strive to maintain a workforce that reflects the local community.

We kindly remind all recruitment agencies to respect our policy which prohibits the acceptance of speculative CVs, and not submit candidates for a role that we advertise, unless explicitly instructed to do so. Any candidates that are submitted on a speculative basis will not be considered an introduction. Our dedication to this process is part of our commitment to equal opportunities for all applicants.