Job Description

Are you organised, detail-oriented, and eager to contribute to a thriving legal practice? We are looking for a Cashroom Assistant to provide crucial support across a range of financial and administrative duties within our busy office environment.

Key Responsibilities

Daily Cashroom Operations:
Manage the smooth running of firm and client accounts, including the checking of balances, paying bills, processing invoices, handling surplus funds, responding to emails, and ensuring that the lawware system is kept up to date.

Monthly Reviews:
Regularly review client balances and monitor outstanding fees, ensuring all necessary action is taken on a monthly basis.

Refund Processing:
Print off and process refunds, carrying out this responsibility quarterly.

Archiving and Compliance:
Archive client files every month. Ensure that Anti-Money Laundering (AML) sheets are checked and completed on all relevant files as part of the archiving process.

Legal Aid File Checks:
Check Legal Aid files and forms bi-monthly, maintaining compliance with regulatory requirements.

Office Renewals and Certification:
Oversee office renewals and maintain up-to-date Law Society Certificates, including managing the annual renewal of the master policy.

Power of Attorney Client Support:
Assist with management of Power of Attorney clients by ensuring timely payment of accommodation and other related bills.

Quarterly Reporting:
Prepare quarterly financial reports and forecasts for the accountant to support effective financial planning.

Document Management:
Manage the destruction of superseded wills, ensuring all outdated documents are securely disposed of in accordance with policy.

If you possess strong administrative abilities and a keen eye for detail, we encourage you to apply for this vital role and become an essential part of our team.

Please contact Abbi Armstrong (aa@mcjerrowstevenson.co.uk) or Katie Stevenson (ks@mcjerrowstevenson.co.uk) with a cover letter and CV on or on 01576 202123

Job Types: Full-time, Permanent

Pay: From 25,000.00 per year

Work Location: In person