Assistant Legal Cashier / Billing Officer / Office Assistant banner

About

Current Vacancy - Assistant Legal Cashier / Billing Officer / Office Assistant

The Firm

OTS Solicitors is a leading Legal 500 firm with expertise in supporting business and private clients. As part of our expansion, we are seeking a proactive Assistant Legal Cashier and Office Assistant to join our dynamic team. This role combines financial administration, office operations, and HR support, offering opportunities for professional growth and development.

 

Key Responsibilities

Financial Administration & Compliance

  • Maintain client and office ledgers, process payments, and ensure compliance with Solicitors’ Accounts Rules (SAR) and AML regulations.
  • Support monthly and year-end cashiering duties, SAR audits, and compliance training.

Billing & Reporting

  • Prepare financial reports, billing forecasts, and KPIs for partners.
  • Conduct billing meetings, prepare bills for fee earners, review matter lists, and address residual balances/compliance issues.
  • Provide support to management and to staff on billing performance and reaching billing targets

Office Operations & Administration

  • Manage office expenses, supplies, file management, archiving and ad hoc administrative tasks.
  • Support recruitment, onboarding, payroll updates, and system improvements and new case management software.
  • Review supplier contracts and assist with daily invoice and expense checks.

Team Collaboration & Support

  • Work closely with the management team and individual fee earners to align efforts with firm goals.
  • Liaise with clients, compliance officers, accountants and regulatory bodies.
  • Train fee earners on financial compliance and support ad hoc tasks.
  • Assist the Partners and Operations team in ensuring smooth office operations.

 

Requirements

  • 2–3 years of legal finance or cashiering experience.
  • Strong knowledge of SAR, legal financial regulations, and legal accounting software.
  • Close attention to detail and accuracy in financial and administrative work.
  • Assertive communication skills with the ability to work in a team, manage a team, and develop/motivate staff.
  • Excellent organisational and interpersonal skills.
  • Proactive approach to managing tasks and supporting team goals.
  • Membership to ILFM or similar is preferred.

The contents of this specification are not exhaustive, and additional tasks may be required to ensure the smooth running of the firm.

Why join OTS?

Contribute to the further development of a new department with performance-based progression opportunities

Balance of working remotely and office-based attendance

Access to nationwide offices and London meeting rooms

Fully optimised electronic systems and procedures

Access to business development

Dedicated liaison team and technical head for ops, legal support and training.

 

How to Apply

If this role is of interest and you would like to learn more, please attach your CV to the contact form link provided on our website or email simonm@otssolicitors.co.uk and we will be in direct contact.

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