Accounts Clerk
Core
Manage daily trust operations for law firm accounts, including reconciliation, processing receipts/payments, and ensuring regulatory compliance.
Role type
Trust Accounts Clerk
Builds
Trust bank accounts and client settlement funds
Domain
Legal services / Finance
Required skills
Trust account processing, bank reconciliation, PEXA settlements, Excel, legal practice management systems, audit support
Preferred skills
In-house finance experience, strong numeracy, independent work
Technologies
Elite 3e, PEXA, Landgate, SAILIS
Responsibilities
Daily reconciliation of Trust bank accounts and client settlement funds; Process Trust receipts, statements, payments, and PEXA settlements; Prepare monthly bank reconciliations and end-of-month reports; Attend to trust queries from internal staff and external banks/clients; Assist with annual audits; Process Landgate and SAILIS payments.
Seniority
Mid-level (2–5 years experience)