Finance Assistant

IGrow Wealth Investments; Midrand; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading investment firm in Midrand, Gauteng, is seeking a Finance Assistant with trust accounting experience to support their finance team. Responsibilities include managing trust accounts, preparing statements, and ensuring compliance with legal standards. The ideal candidate will have 2-3 years of relevant experience within an attorney's firm and strong attention to detail. This role offers a unique opportunity to contribute to a reputable firm committed to excellence in financial administration.

Qualifications

• Minimum of 2–3 years’ experience in a similar role within an attorneys’ firm.
• Proven experience with trust accounting.
• Knowledge of the Legal Practice Act.

Responsibilities

• Assist with the administration of trust and business accounts.
• Process trust receipts and payments accurately.
• Prepare Statements of Accounts and capture invoices.

Skills

Attention to detail

Numerical skills

Analytical skills

Organizational skills

Communication skills

Education

Matric certificate

Relevant qualification in accounting, finance, or bookkeeping

Tools

Legal accounting software

Job description

Overview

IGrow Wealth Investments Group of Companies, proudly positioned as South Africa’s #1 Investment company, is seeking a detail-oriented and reliable Finance Assistant with proven trust accounting experience to join the finance team of our well-established attorney firm in Midrand, Gauteng. We are seeking a detail-oriented and reliable Finance/Legal Assistant to support our conveyancing team with financial and administrative tasks. The successful candidate will assist in preparing Statements of Account, loading and processing payments in AJS and invoicing. The Finance Assistant will support the finance function of the firm with a specific focus on trust accounting. The role requires strict compliance with legal, regulatory, and professional standards applicable to attorneys’ trust accounts, while ensuring accurate financial administration, reporting, and record-keeping.

Qualifications

• Matric certificate.
• Relevant qualification in accounting, finance, or bookkeeping (certificate or diploma).
• Minimum of 2–3 years’ experience in a similar role within an attorneys’ firm.
• Proven experience with trust.
• Knowledge of the Legal Practice Act and trust accounting.
• Experience working on legal accounting software.
• Team-oriented with the ability to work independently when required.
• Strong attention to detail and high level of accuracy.
• Good numerical and analytical skills.
• Ability to work under pressure and meet deadlines.
• Strong organisational and time-management skills.
• Professional communication skills (written and verbal).
• High ethical standards and integrity.

Duties and responsibilities

• Trust Accounting:
• Assist with the day-to-day administration of trust and business accounts in accordance with the Legal Practice Act, applicable Rules, and firm policies.
• Process trust receipts and payments accurately and timeously.
• Perform trust-to-business transfers once authorised and in compliance with regulatory requirements.
• Maintain accurate trust creditor balances and supporting schedules.
• Assist with monthly trust reconciliations and investigation of discrepancies.
• Support preparation for trust audits and respond to auditor queries.

• General Finance Duties:
• Preparation of Statements of Accounts.
• Capture and process invoices, receipts, and payments.
• Saving of all documentation on the internal server.
• Assist with billing, fee allocations, and disbursements.
• Maintain accurate accounting records and filing systems.
• Assist with bank reconciliations for business accounts.
• Support month-end procedures and basic financial reporting.
• Liaise with internal departments and external service providers where required.

• Compliance and Controls:
• Ensure adherence to internal controls and financial procedures.
• Maintain confidentiality and integrity of financial and client information.
• Assist with FICA-related financial queries where relevant.

If you do not receive feedback within two weeks of submitting your application, please consider your application unsuccessful.