Administration Assistant Apprentice

Client Account Administration

• Process client receipts and payments in accordance with the SRA Accounts Rules
• Record and allocate client funds accurately to individual matters
• Assist with client account reconciliations
• Maintain accurate client ledgers
• Process transfers between client and office accounts where permitted under the SRA Accounts Rules
• Assist with identifying and resolving residual client balance

Finance Support

• Verify financial information prior to completion.
• Process Land Registry fees and search provider invoices
• Reconcile conveyancing completion statements
• Liaise with conveyancing fee earners regarding financial queries and completion balances
• Assist with estate account reconciliations
• Support fee earners with financial administration relating to trusts and estate matters.

Compliance and Regulatory Responsibilities

The post holder will assist the Finance Manager in ensuring compliance with:

• SRA Accounts Rules
• Solicitors Regulation Authority requirements
• Anti-Money Laundering Regulations
• HMRC financial requirements
• GDPR
• Internal financial procedures
• Cyber security and fraud prevention procedures
• Client money protection requirement
• Immediately report any suspected breaches of the SRA Accounts
• Rules or suspicious financial activity

Administration

• Answer finance telephone enquiries
• Respond to financial queries from fee earners
• Maintain electronic accounting records
• Scan and file financial documentation
• Support implementation of new finance procedures
• Undertake any other reasonable duties as requested

Depending on the circumstances of the business upon completion of the apprenticeship programme there could be a potential position of employment available.

Grey-Smith Legal, with its four offices located across the Northeast, offers an extensive spectrum of legal services catering to a diverse clientele.

Our accomplished team boasts exceptional expertise, delivering straightforward legal advice and assistance for individuals and businesses alike.

As the fastest growing law firm in the region, we attribute our success to fostering enduring partnerships with our valued clients, committed staff and stakeholders.