Overview
An exciting opportunity has arisen for a capable, confident and detail orientated person, to join a friendly team, in this dual role of financial administrator, with some legal secretary responsibilities.
This will be working on a part time basis, across 4 days a week.
About us
We are a boutique Private Client firm conveniently located just south of the A47, on the outskirts of Norwich. We maintain a deliberately low profile (we do not have a website), and offer a bespoke service to our clients, mainly: High/Ultra High Net Worth individuals based around the UK; trusts and charities; and private family offices.
Our services include Wills and Tax Planning; the formation and administration of family trusts and grant making charitable trusts; Powers of Attorney; and Estate administration.
We have worked for several of our clients over many years (both within the current firm and in previous firms) - new clients are acquired through personal recommendations from established clients and professional contacts.
The team is small, with one solicitor. It is important that we all pull together towards the common goal of providing our best service to our clients. A good work/life balance is encouraged - and we pride ourselves on being considerate employers. We know how to work hard when needed - and also enjoy working together.
The role
You will be responsible for the day-to-day financial activities for the office, as well as supporting with general administrative duties as a Legal Secretary.
What we are looking for
* Highly organised with the ability to multitask.
* Ideally have experience with using solicitor accounts and recording systems, such as Quill.
* Experience in bookkeeping with the ability to produce accounts to trial balance, reconciling accounts, submitting VAT returns, producing management accounts.
* Excellent communication skills both written and verbal with a good telephone manner - having the confidence to liaise with clients and professional contacts alike.
* Proficient in the use of Microsoft Office and document management software.
* Strong attention to detail and accuracy.
* Confident working whether as part of a team or individually.
* It would advantageous if you have proven experience as a Legal Secretary from a professional law firm.
Key Responsibilities
* Financial duties will include reconciling various bank accounts, VAT returns, cash flow management, monthly management accounts.
* All transactions posted (in date order) to Ledgers.
* Prepare Accruals & Prepayment schedules and post to Nominal Ledgers (last day of month).
* Work in Progress & Depreciation Journals.
* Billing.
* Perform general office duties such as photocopying and filing as required.
* Type and complete legal forms, set up documents.
* Prepare, check, and proofread correspondence.
* Excellent audio typing skills.
This is not an exhaustive list of responsibilities, rather an example of the desired areas of responsibility this position will fulfil. Should you have some, but not all of the skills listed we would welcome your application to discuss this further.
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