Reference Code: | WSRAAD |
Location: | Wigan |
Main purpose of the job:
To deal with the accounts aspect of SRA interventions.
Responsible to:
Department manager
Main key result areas
- Attendance at SRA interventions on day one
- Retrieve bank reconciliations and accounting documentation for previous three years
- Produce a reconciled list of accounts to the statutory trust funds
- Analyse client ledgers to ascertain the beneficial owner of funds in ledger
- Locate evidence to support the information on the ledgers from either accounts information or client files
- Copy, record and collate evidence
- Liaise with clients and/or third parties by letter, email of telephone, logging each query on the database detailing any action taken or advice provided
- Send out claim forms, monitor and chase claim forms that have not been returned
- Reporting, via the department manager, to the SRA on progress and distribution of funds, distributing to clients, third parties and SRA
- Carry out tasks whilst maintaining a high level of accuracy and attention to detail
- Provide support to department manager as required
Direct reports:
None
Person specification
Qualifications | |
Minimum qualifications – 5 GCSE or equivalent at Grade C or above, including maths and english, (relevant work experience can be considered as an alternative) | Essential |
Experience | |
Experience of working as an accounts assistant | Essential |
Experience of using various accounts software | Desirable |
Experience within a law firm | Desirable |
Knowledge and skills | |
Competent in the use of word, excel and other windows based packages | Essential |
Ability to work in a client facing role | Essential |
Up to date knowledge of Solicitors Accounts Rules | Essential |
Adaptable and methodical with a high degree of accuracy and attention to detail | Essential |
Effective communication skills when dealing with staff and partners at all levels | Essential |
Organisation and time management skills | Essential |
Ability to prioritise work, meet deadlines and work within time constraints | Essential |
Excellent interpersonal skills to gain credibility and maintain positive relationships | Essential |
Ability to read client ledgers | Essential |
Highly professional telephone manner | Essential |
Client care focused | Essential |
Understanding of Legal Aid | Desirable |
Knowledge and understanding of SRA intervention procedures | Desirable |
Personality / Other Qualities | |
Ability to work as part of a team but be able to work under own initiative and take responsibility for work, carrying out duties without close supervision | Essential |
Ability to work productively amidst frequent interruptions and remain calm under pressure | Essential |
Professional, confident and positive manner showing tact and diplomacy at all times | Essential |
Discretion and the ability to maintain confidentiality | Essential |
Adaptable and flexible | Essential |
Pleasant, approachable, patient and polite | Essential |
Able to work in a fast paced and pressured environment | Essential |
Demonstrates a robust yet sympathetic manner | Essential |
Please do not send enquiries to the department manager of the specific team.