Legal Cashier

Brook Street; Cardiff; On-site; GBP 26,000 - 30,000; Full time

Benefits offered by this job

Health Cash Plan

Company Sick Pay

Paid Dependants/Welfare Leave

25 days annual leave + bank holidays

Job summary

Brook Street in Cardiff is seeking a proactive Legal Cashier / Finance Assistant to join its busy finance team. The role focuses on legal accounting compliance and delivering efficient service to fee earners, clients and stakeholders.

You will handle client and office transactions, payments, reconciliations, billing support, and month-end processes. The firm offers a competitive salary and benefits, with opportunities to grow within a respected legal practice.

Qualifications

• Experience in legal cashiering, finance assistant or similar role.
• Strong numerical and reconciliation abilities.
• Attention to detail and accuracy.
• Organised with good time management.
• Able to handle confidential information with discretion.
• Good communication with clients and colleagues.
• Proficient in Excel; familiarity with legal accounting systems is a plus.

Responsibilities

• Process client and office account transactions per SRA rules.
• Manage electronic payments, transfers and payment requests.
• Post receipts and payments to the practice management system.
• Reconcile client and office bank accounts.
• Assist with billing, invoices and credit notes.
• Handle client account queries via phone and email.
• Support credit control and monitor balances.
• Process disbursements and supplier payments.
• Maintain accurate records and assist month-end procedures.

Skills

Numerical skills

Reconciliation

Attention to detail

Organisational skills

Time management

Communication skills

Education

Experience in legal cashiering or accounts

Tools

Microsoft Excel

Legal accounting systems

Job description

An established and growing legal practice is seeking a proactive and detail-oriented Legal Cashier / Finance Assistant to join its finance team. This is an excellent opportunity for an experienced finance professional looking to develop their career within a busy legal environment.

The successful candidate will play a key role in supporting the firm's financial operations, ensuring compliance with legal accounting procedures and delivering an efficient service to fee earners, clients and external stakeholders.

Key Responsibilities

• Processing client and office account transactions in accordance with legal accounting regulations (SRA)
• Managing electronic payments, bank transfers and payment requests.
• Posting receipts and payments accurately onto the practice management system.
• Reconciling client and office bank accounts.
• Assisting with billing processes, including the generation of invoices and credit notes.
• Handling client account queries and resolving finance-related enquiries via telephone and email.
• Monitoring outstanding balances and supporting credit control activities.
• Processing disbursements and supplier payments.
• Managing dormant balances and ensuring compliance with regulatory requirements.
• Producing financial reports and management information as required.
• Supporting month-end procedures and general finance administration.
• Maintaining accurate financial records, filing and archiving documentation.
• Assisting fee earners and colleagues with cashiering and accounts-related queries.

About You

• Previous experience in a legal cashiering, finance assistant or accounts position.
• Strong numerical and reconciliation skills.
• Excellent attention to detail and accuracy.
• Strong organisational and time management abilities.
• The ability to handle sensitive and confidential information.
• Good communication skills and a professional approach when dealing with clients and colleagues.
• Proficiency with Microsoft Office, particularly Excel.
• Experience with legal accounting systems would be advantageous but is not essential.

Benefits

• Salary of £26,000 - £30,000, dependent on experience.
• 25 days annual leave plus bank holidays.
• Health Cash Plan following successful completion of probation.
• Company Sick Pay scheme following successful completion of probation.
• Paid Dependants/Welfare Leave following successful completion of probation.
• Supportive and collaborative working environment.
• Opportunity to develop a long-term career within a respected legal practice.

If you're an organised finance professional looking to join a growing legal firm where your contribution will be valued, we'd love to hear from you.