Accounts Assistant

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.