Key responsibilities:
- Day to day online client banking.
- All stages of conveyancing completions from checking completion packs to managing the completion transactions.
- Transaction postings to client ledgers including disbursements, costs, fees and monies in/out.
- Dealing with client credit/debit card transactions, cheques and cash. Maintaining client ledgers
- Month end reporting Support with: -
Essential -
- Experience of working in a busy accounts environment and dealing with daily deadlines.
- A high level of attention to detail, data entry and typing at speed.
- To work well within a close-knit team and support all departments within the Firm.
- The ability to remain calm, polite and focused when dealing with clients and our employees.
- Good IT skills with Microsoft packages.
- To manage own workload and demonstrate ownership of same.
- Excellent communication skills
- Experience of using software specific to Law firms, Sage Accounts, or equivalent.
- Experience in a book-keeping environment.
- Experience in investor funding, or handling client monies.
- Knowledge of SRA rules