Legal Cashier Supervisor – Finance – Bristol
Vacancy details
Reporting to the Legal Cashier Manager, the team Supervisor will assist and support the Accounts Manager with the general supervision of the cashier’s team on a day-to-day basis. In addition, the role will maintain cashiering duties within the team work, ensuring accurate and timely financial ledgers by providing compliant and effective cashiering duties in a professional, friendly and helpful manner.
Role: Legal Cashier Supervisor
Location: Bristol
Hours: Full Time
Term: Permanent
Vacancy Reference: 1342-BBL
Who we are
You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.
We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.
Most of our people choose to work in a hybrid fashion, working from home and attending our offices on occasion. Our offices are in Bristol, Birmingham, Cardiff, London, Manchester, Southampton, and Taunton.
Day to day, you’ll be successful in this role by:
Compliance with Solicitors Regulation Authority (SRA) Accounts Rules
- Ensuring that office account receipts are processed on 3E promptly and accurately to meet firm policy, and that any non-office related receipts are transferred to client account or returned to sender under the unallocated receipts policy.
- Ensuring that client account receipts are processed on 3E promptly and accurately with an appropriate narrative to help ensure client balances can be actioned without delay
- Reporting and seeking authorisation of unpaid disbursements noted for payment, ensuring that disbursements are either paid as authorised or transferred to client account
- Promptly processing inter-account transfers on PMS and HSBC.net
- Reporting any breaches to Accounts Manager
Supervising Duties:
- Organise the daily roles for the team.
- Month End Process – Collating, Reconciling and Producing the month end reconciliation folder for review by the Accounts Manager to enable and support in the month end run.
- First port of call for the cashier’s team escalating any relevant queries or issues to Accounts Managers.
- Training – to offer training to the cashier’s team and to staff around the firm on all Cashiers tools and processes.
- Assist Accounts Manager with completion of ad-hoc tasks and reviewing exercises.
- Complete day end checks – shared with Accounts Manager.
- Undertake the Professional Indemnity Payments for the Risk and Compliance team.
- Support in team meetings / 1-2-1’s and team performance reviews.
- Support the Accounts Manager with Compliance reporting.
- Assist with Cashier Tools and App testing as and when required.
Banking
- Undertaking daily bank functions to include daily banking; reconciliation and recording of daily cheque logs; investigating and allocating client and office electronic payments received.
- Controlling designated deposit accounts and related transactions via the HSBC Deposit Account system
Cashiering
- Ensuring that electronic payments are processed through the Electronic Payment Tool promptly and accurately in accordance with Clarke Willmott electronic payment policy ensuring the reason for payment is appropriate and relevant to the underlying matter
- Complete bank reconciliations for Office and Client accounts.
- Action compliance role – running transfer and disbursement reports to ensure compliance with the SAR’s.
- Monitor Cashier Queries inbox to assist the firm with finance related queries.
- Processing and printing authorised cheque requests
- Processing matter related transfers – Client to Bill / Matter to Matter / Office to Client
- Carrying out interest calculations on client matters ledgers ensuring that interest is posted and paid to clients in accordance to the Clarke Willmott interest policy.
- Actioning requests for disbursement write offs as requested by fee earners.
- Verifying and processing disbursements promptly and accurately through Chrome River as requested and in accordance with UK VAT rules
- Ensuring all processes are carried out in accordance with the firm’s Service Level Agreement (SLA)
Other duties
- The administration, timely processing and monthly reconciliation of petty cash issued to all offices where a cash float is held.
- Dealing with matter ledger related queries from fee earners, partners and other staff members
- Dealing with payment enquires from clients, suppliers and banks
- Maintaining and reconciling the suspense account ledgers and related postings, ensuring prompt return of unclaimed monies after 14 days.
- Working as a cohesive team, adopting a flexible approach to the role, rotating duties as the business needs change to best serve the team and business as a whole.
- General administrative duties including filing and archiving.
This role is right for you if:
- Minimum of 6 GCSE passes at grade C or above (or equivalent), including English and Maths
- Good knowledge of Solicitors Regulation Authority (SRA) Accounts Rules
- Previous experience in a legal cashiering or similar role
- Strong communication skills, both written and oral
- Sound IT skills including Microsoft Office and Internet Explorer
- Experience of Elite Enterprise or similar system, document management systems and Corporate online banking
- 2 years supervisor experience
What we can offer you:
A career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.
Our mission is to help you realise your full potential whilst maintaining a positive work-life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.
There’s no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.
Listen to what a few members of our team have to say about what life here at Clarke Willmott is really like, to see if it’s the right fit for you.
Apply
If you would like to apply for this vacancy, please send us your CV and covering letter using the form below.
(If you have any difficulties with the form, you can email your application to us at careers@clarkewillmott.com)
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