Legal Finance Assistant

Tsr Legal; Cardiff; On-site; GBP 22,000 - 29,000; Full time

Job summary

TSR Legal is seeking a Legal Finance Assistant in Cardiff to join a boutique Family Law practice. You will support the finance team with day-to-day client and office accounts tasks in a small, professional environment.

Ideal candidates have legal accounts or professional services experience, a high level of organisation, and strong discretion. Training can be provided to the right person, with opportunities to develop within a respected firm.

Qualifications

• Experience in legal accounts, legal finance or professional services.
• Familiarity with client accounts and Solicitors’ Accounts Rules is advantageous.
• Proficient with Microsoft Office and financial systems.
• Ability to work accurately with confidential information.

Responsibilities

• Process client and office account transactions.
• Raise invoices and assist with billing.
• Process payments and receipts.
• Assist with reconciliations.
• Monitor client account balances.
• Deal with invoice and payment queries.
• Assist with month-end processes.
• Maintain accurate financial records.
• Support fee earners and the wider team with finance queries.
• Ensure financial procedures and compliance are followed.

Skills

Organised

Detail-oriented

Communication

Discretion

Job description

Legal Finance Assistant

Cardiff | Boutique Legal 500 Firm | Family Law

TSR Legal is working with a highly regarded Legal 500 boutique law firm in Cardiff, known for its specialist work and strong reputation within family law.

The firm is looking to appoint a Legal Finance Assistant to join its established team. This is an excellent opportunity for someone with legal finance, accounts or professional services experience who is looking to develop their career within a respected and supportive firm.

The Role

Working closely with the firm’s finance team, you will provide day-to-day financial and administrative support across the business, with particular responsibility for matters relating to client and office accounts.

Your duties will include:

• Processing client and office account transactions
• Raising invoices and assisting with billing
• Processing payments and receipts
• Assisting with reconciliations
• Monitoring client account balances
• Dealing with queries relating to invoices and payments
• Assisting with month-end processes
• Maintaining accurate financial records
• Supporting fee earners and the wider team with finance-related queries
• Ensuring financial procedures and compliance requirements are followed

The role would suit someone who enjoys working in a small, professional environment where attention to detail, confidentiality and accuracy are important.

About You

We are keen to speak with candidates who have previous experience within legal accounts, legal finance, professional services or a similar financial environment.

You may currently be working as a Legal Cashier, Legal Finance Assistant, Accounts Assistant or in another finance-focused support position.

Experience of working within a law firm would be advantageous, particularly familiarity with client accounts and Solicitors’ Accounts Rules, although full training can be provided for the right person.

You will be:

• Highly organised and detail-focused
• Comfortable working with figures and financial information
• Confident using Microsoft Office and financial systems
• Professional and discreet when handling confidential information
• Able to manage your own workload and meet deadlines
• A strong communicator with a helpful and collaborative approach

The Firm

This is a fantastic opportunity to join a well-established boutique firm with a strong Legal 500 reputation, working within a specialist family law environment.

The firm offers a friendly and professional working culture, with the opportunity to work closely with experienced colleagues and develop your legal finance knowledge within a specialist practice.