SurSum Advisory Limited
Senior Legal Cashier
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Company Description
SurSum Advisory Limited provides strategic financial support tailored to small and mid-sized law firms that may not have access to in-house senior finance expertise. With nearly 20 years of experience in professional services and legal practices, the firm specializes in high-level finance input for the legal sector. SurSum Advisory Limited understands the operational and regulatory challenges law firms face and leverages a strong network of legal sector specialists. The company shares best practices from firms across the country, helping clients improve financial performance and long-term sustainability.
Role Description
The Legal Cashier is a full-time remote role responsible for managing day-to-day financial operations for client law firms in line with relevant legal and regulatory requirements. Typical tasks include:
- Processing client and office account transactions
- Maintaining accurate ledgers
- Reconciling bank accounts
- Monitoring compliance with solicitors’ accounts rules
- Preparing financial reports
- Assisting with month-end and year-end processes
- Supporting internal and external audits
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The role involves liaising with legal teams and management to clarify transactional queries, ensure timely resolution of discrepancies, and provide clear financial information to support decision-making. The position requires a proactive approach to identifying process improvements and maintaining high standards of accuracy and confidentiality.
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Qualifications
- Experience in legal cashiering or similar finance role within a law firm, including handling client and office accounts and bank reconciliations.
- Strong knowledge of solicitors’ accounts rules and relevant regulatory frameworks, with a commitment to ethical and compliant financial practices.
- Proficiency with accounting and practice management software, as well as solid skills in spreadsheets and general office applications.
- Excellent attention to detail, numerical accuracy, and ability to manage multiple transactions and deadlines in a remote environment.
- Effective communication and collaboration skills, with the ability to work closely with lawyers, support staff, and external stakeholders.
- Organizational and time-management abilities, including prioritizing workloads and maintaining clear records and documentation.
- Relevant finance or accounting qualification (e.g., AAT or equivalent) or comparable professional experience; prior experience in professional services or legal sector is highly desirable.
- Ability to work independently, maintain confidentiality, and adapt to evolving processes and technology in a remote setting.
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