Level 2 Accounts and Finance Apprentice (Salary £19,000)
Dean Wilson LLP · Brighton
Reporting to the Senior Lead Cashier, you will help keep the firm's client and office ledgers accurate: raising invoices, allocating and paying disbursements and answering queries from our legal advisers. You will start with straight forward, well-defined tasks under close supervision and take on more as your confidence grows. Any work involving the movement of client money is always checked by a qualified cashier, and final authorisation of payments stays with the senior team throughout your apprenticeship.
Key duties and responsibilities will include:
In your first few months, working alongside an experienced cashier:
- Monitoring the Accounts inbox, answering routine queries and passing on anything more complex
- Processing memos on client matters to record disbursements paid via direct debit for billing
- Annotating monthly supplier statements and weekly court fee account invoices with the correct allocations
- Preparing charity donation requests for approval
- Keeping invoice, credit note and supplier records in good order
As your knowledge builds:
- Processing invoice requests in line with work in progress (the unbilled time recorded on a case) and the legal adviser's allocation instructions
- Setting up new purchase ledger suppliers and verifying their details
- Preparing the weekly payment run for professional disbursements, and supporting the additional runs we make during the week for counsel's fees and similar items
- Producing regular invoices from established templates and providing the supporting paperwork our outsourced cashiering platform, Cash room, needs in order to make payment
- Monitoring client disbursements raised on the system and keeping the record of fee notes up to date
- Learn and apply the Solicitors Accounts Rules.
Later in your apprenticeship:
- Liaising directly with our legal advisers to resolve billing queries and to request bills so that costs can be taken and disbursements paid
- Processing credit notes, invoice reversals and reprints, and transferring costs back to the client account
- Preparing client to office transfers and running the daily reports that support them
- Private medical cash plan
- Life insurance
- Company pension
- Enhanced maternity and paternity pay
- Social activities and sports teams
- Dog-friendly office days
Skills required
- Confidence with everyday numbers and a methodical,unhurried approach to routine work
- Strong attention to detail, and the good sense toask rather than guess
- Clear written and spoken communication, as much ofthe contact with colleagues and suppliers happens by email
- Working knowledge of Outlook, Word and basic Excel,and a readiness to learn new systems
- An understanding that client and financialinformation is confidential without exception
Qualifications required
Training you'll get
Future prospects
The essentials
Hours, commitment and the dates that matter.
Training provider
Delivers the training for this role and manages your application.
