Administrative Assistant
Core
Review staff expense claims, process client information updates, manage disbursements, and perform monthly reconciliations to ensure compliance with legal and regulatory requirements.
Role type
Administrative Assistant (Client Accounting)
Builds
Practice Management system records and compliant financial transactions
Domain
Legal services / Financial administration
Deliverable
dashboards & analysis
Required skills
Expense claim processing, Client data management, Disbursement reconciliation, Regulatory compliance, Microsoft Excel, Bank documentation
Preferred skills
Self-motivation, Analytical skills, Independent work
Responsibilities
Review electronic staff claims for accuracy and compliance, Upload claims to Practice Management, Update client information in systems, Match disbursements against trust funds, Prepare and post disbursements, Perform monthly reconciliations, Recover charges for personal expenses, Assist with bank signatory changes, Make bank visits, Perform ad hoc duties