Senior Legal Accounts Assistant, Accounts Team

Howells Solicitors; Cardiff; On-site; GBP 24,000 - 35,000; Full time

Job summary

Howells Solicitors seeks a Senior Legal Accounts Assistant to handle key cashiering duties within their Accounts Team. The role involves processing completion packs, telegraphic transfers, and managing account reconciliations, all while ensuring compliance with SRA Accounts Rules. Candidates with a strong background in legal accounting and exceptional attention to detail are encouraged to apply.

Benefits

Competitive Salary

Minimum 23 days annual leave plus bank holidays

Annual Leave Purchase Scheme

Gym Discounts

Career Growth Opportunities

Milestone Recognition

Networking Events

Refer a Friend Scheme

Qualifications

• Experience in legal or professional services environment.
• Strong understanding of SRA Accounts Rules.
• Proficiency in Excel, including reporting and formulas.

Responsibilities

• Process completion packs for conveyancing transactions.
• Prepare and submit telegraphic transfers.
• Investigate and resolve accounts queries.

Skills

Analytical Skills

Numerical Skills

Communication

Interpersonal Skills

Attention to Detail

Confidentiality

Education

Proven experience in cashier or accounts role

Tools

Legal Accounting Software

Excel

Job description

Senior Legal Accounts Assistant, Accounts Team

Job Description

At Howells, we combine a fresh and forward-thinking approach with a client-focused, local feel to deliver a range of award-winning, quality services. This role is integral to the efficient financial operations of the firm, focusing primarily on processing a wide range of legal cashiering duties.

What you'll be responsible for:

• Completion Pack Processing: Accurately process completion packs for conveyancing transactions, ensuring all financial elements are reconciled and compliant.
• Submission of Telegraphic Transfers: Prepare and submit telegraphic transfers, ensuring all supporting documentation is in place and authorisations are obtained in line with firm policy.
• Fee Processing: Process search fees and Land Registry fees promptly and accurately, allocating costs appropriately on client ledgers.
• Cheque Printing: Responsible for preparing and printing cheques as required, ensuring accuracy and proper authorisation.
• Accounts Queries: Investigate and resolve queries related to accounts, liaising with solicitors and fee earners to ensure prompt resolution.
• Client to Office Transfers: Process transfers from client account to office account in line with agreed billing and compliance protocols.
• Account Reconciliations: Carry out regular reconciliations for the Client and Office Account, identifying and resolving any discrepancies efficiently.
• Conveyancing Referrals: Liaise with the conveyancing team to support referral tracking and related financial processing.
• Client Deposit Monies: Process the receipt and transfer of client deposit monies, maintaining clear and accurate records.
• Bank Liaison: Act as a point of contact with the bank for day-to-day operational matters and resolve any banking issues that arise.
• Prepare imports into the accounts system database using excel.

What we're looking for:

• Proven experience in a similar cashier or accounts role, preferably within a legal or professional services environment.
• Excellent understanding of the Solicitors Regulation Authority (SRA) Accounts Rules.
• Strong numerical and analytical skills.
• Proficient in using legal accounting software (e.g., SOS, Action Step, etc).
• High attention to detail and accuracy in financial processing.
• Strong communication and interpersonal skills.
• Ability to prioritise and manage multiple tasks under pressure.
• Trustworthy and discreet with confidential financial data.
• Excel, including reporting and understanding of formulas.

What you'll receive:

• Competitive Salary
• Annual Leave: Enjoy a minimum of 23 days each holiday year, plus bank holidays and extra time off to unwind, including an additional personal day, a day off for your birthday, and a discretionary paid day during the Christmas break.
• Annual Leave Purchase Scheme: Option to buy up to 3 extra days of leave annually to support your work-life balance.
• Gym Discounts: Access discounted memberships to help you stay active and healthy.
• Growth & Development: We're invested in your career with opportunities for learning and advancement.
• Milestone Recognition: Celebrate your dedication with recognition and awards for key milestones.
• Events: Take part in various networking, corporate, and charity events throughout the year.
• Refer a Friend Scheme: Get rewarded for referring talented friends and connections to join the team.

If you have any questions about this opportunity, please email [e-mail]

Successful candidates will be subject to a basic or enhanced DBS disclosure dependent on the role. Permanent employment is conditional on having a satisfactory DBS check. You will therefore be asked to disclose any unspent convictions during the recruitment process.