Finance Assistant (Trust Accounting)

A well-established Attorneys’ firm is seeking a detail-oriented and reliable Finance Assistant (Trust Accounting) with proven trust accounting experience to join its finance team in Durbanville,Cape Town.

The Finance Assistant will support the finance function of the firm with a specific focus on trust accounting. The role requires strict compliance with legal, regulatory, and professional standards applicable to attorneys’ trust accounts, while ensuring accurate financial administration, reporting, and record-keeping.

Minimum requirements (Advantageous):

• Relevant qualification in accounting, finance, or bookkeeping (certificate or diploma).
• Minimum of 2 years’ experience in a similar role within an Attorneys’ firm.
• Proven experience with trust accounting.
• Knowledge of the Legal Practice Act and trust accounting rules.
• Experience working on legal accounting software.
• Strong attention to detail and high level of accuracy.
• Good numerical and analytical skills.
• Professional communication skills (written and verbal).
• Ability to work under pressure and meet deadlines.

Duties and responsibilities include, but not limited to:

Trust Accounting

• Assist with the day-to-day administration of trust and business accounts in accordance with the Legal Practice Act, applicable Rules, and firm policies.
• Process trust receipts and payments accurately and timeously.
• Perform trust-to-business transfers once authorised and in compliance with regulatory requirements.
• Maintain accurate trust creditor balances and supporting schedules.
• Assist with monthly trust reconciliations and investigation of discrepancies.
• Support preparation for trust audits and respond to auditor queries.
• Creating and updating Project Guarantee Calculators and Pre-Sales Schedules.
• Drafting Guarantees.

General Finance Duties

• Preparation of Statements of Accounts.
• Capture and process invoices, receipts, and payments.
• Saving of all documentation on the internal server.
• Assist with billing, fee allocations, and disbursements.
• Maintain accurate accounting records and filing systems.
• Assist with bank reconciliations for business accounts.
• Support month-end procedures and basic financial reporting.
• Liaise with internal departments and external service providers where required.

Compliance and Controls

• Ensure adherence to internal controls and financial procedures.
• Maintain confidentiality and integrity of financial and client information.
• Assist with FICA-related financial queries where relevant.

If you do not receive feedback within two weeks of submitting your application, please consider your application unsuccessful.