This role involves but is not limited to:
Ensure firm’s and staff SRA Accounts Rules compliance
Arranging annual SAR audit and liaising with reporting accountants
Monitoring and ensuring processes are in place for:
clearing residual balances
timely and accurate banking of client funds
operation of the client receipts portal and other suspense ledgers
operation of the charity ledger
closing and archiving of old files
overseeing client account withdrawal procedures
monitoring of office to client transfers and error correction
training of staff on accounts rules and other SRA matters in conjunction with firm’s legal training manager
maintaining the breaches register and resolution of persistent breaches
reporting of relevant items to the SRA
Maintaining appropriate policies and procedures
Liaising with the SRA on any enquiries or investigations
Legal and finance background and experience
Good written and verbal communication skills
Demonstrable leadership skills
Able to manage multiple relationships
Strong understanding of the Regulatory framework
Competent in Microsoft Office
Ability to communicate at all levels across all departments
High levels of attention to detail
Ability to multi-task and meet tight deadlines in busy periods
Company Core Values:
Aspire: To challenge convention, an entrepreneur with energy for change. To be the best we can be.
Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth.
Integrate: Bring together people and systems into a cohesive force.
Commit: To work with integrity and invest in long term relationships, creating a strong market position and delivering sustained commercial advantage.
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