Legal Cashier and Finance Operations Coordinator

The role
The Legal Cashier & Operations Coordinator or Assistant is responsible for supporting the firm's financial operations through the accurate and timely processing of client and office account transactions and assisting with the operational performance of the Partnership Finance department. The role plays a critical part in ensuring compliance with Solicitors Regulation Authority (SRA) Accounts Rules, maintaining the integrity of financial records, and delivering a high-quality service to partners, lawyers and business professional teams.
The successful candidate will demonstrate exceptional attention to detail, strong organisational skills and a commitment to operational excellence within a complex, fast-paced professional services environment.
The Legal Cashier & Operations Coordinator or Assistant is responsible for supporting the firm's financial operations through the accurate and timely processing of client and office account transactions and assisting with the operational performance of the Partnership Finance department. The role plays a critical part in ensuring compliance with Solicitors Regulation Authority (SRA) Accounts Rules, maintaining the integrity of financial records, and delivering a high-quality service to partners, lawyers and business professional teams.
The successful candidate will demonstrate exceptional attention to detail, strong organisational skills and a commitment to operational excellence within a complex, fast-paced professional services environment.
Who you will work with
Provide professional and responsive support to partners, lawyers and business professional teams.
Liaise with banks, third-party providers and internal stakeholders regarding payment and banking matters.
Contribute positively to team objectives and service level commitments.
What you will be responsible for
Client Money Administration
Process client account receipts and payments accurately, efficiently and in accordance with agreed procedures and approval requirements.
Conduct bank account validation procedures, including liaising with client contacts and third parties, completing oral verification checks and arranging test payments
Ensure that all client money transactions are handled in compliance with the SRA Accounts Rules, internal controls and the firm’s finance policies.
Monitor client account balances on an ongoing basis and investigate any exceptions, unusual items or discrepancies promptly.
Support the timely resolution of client money queries raised by lawyers, partners, clients and other internal stakeholders.
Office Account Transactions
Process office account payments, transfers and banking transactions accurately, ensuring that each transaction is properly authorised and recorded.
Maintain accurate and complete accounting records within the firm’s finance systems, ensuring that supporting information is retained where required.
Support month-end and year-end financial processes by providing cashiering information, reconciliations and transaction analysis as required.
Banking and Reconciliations
Investigate and resolve reconciling items in a timely manner, escalating any unresolved issues or risks to the appropriate manager.
Assist with the management of banking relationships and operational banking activities, including payment queries, account administration and related process matters.
Maintain appropriate audit trails and supporting documentation to evidence transactions, approvals, reconciliations and key cashiering decisions.
Compliance and Controls
Ensure compliance with internal controls, finance procedures and regulatory requirements, applying a disciplined approach to risk management in day-to-day cashiering activity.
Escalate potential breaches, risks or control weaknesses appropriately, ensuring that issues are communicated clearly and addressed without delay.
Support internal and external audit requests by providing accurate information, documentation and explanations relating to cashiering processes and transactions.
Assist with the implementation of process improvements and best-practice cashiering procedures, contributing ideas that improve accuracy, efficiency and service quality.
Finance Operations assistant or coordinator
Supporting Accounts Payable with invoice, supplier and payment queries.
Supporting the dispatch of client bills via various methods (i.e. post, email and portal).
Assisting with staff and partner expense processing queries.
Assisting with finance operational processes and ad hoc tasks as required.
Your experience
You will bring previous experience gained in a legal cashiering, finance operations or accounting role, with a sound understanding of SRA Accounts Rules, client money principles and the importance of maintaining accurate, compliant and well-controlled financial processes.
You will have practical experience of processing financial transactions and completing bank reconciliations, together with the ability to investigate discrepancies, follow matters through to resolution and ensure that records are accurate, complete and supported by appropriate documentation.
You will demonstrate strong attention to detail, excellent organisational and prioritisation skills, and the ability to manage competing demands efficiently while maintaining a consistently high standard of accuracy and service.
You will communicate clearly and professionally, both in writing and verbally, and will be confident using Microsoft Excel and finance systems to support day-to-day cashiering activity, reporting and transaction management.

Employment type
Full-time

Work arrangement
Hybrid