Financial Transactions Specialist

3 days ago


Lincolnshire, United Kingdom Connectment Full time
Job Title: Financial Transactions Specialist

The Financial Transactions Specialist will be an integral part of our team, ensuring the smooth running of our company's financial operations. This role requires a high level of accuracy and attention to detail, as well as excellent communication and organizational skills.

We are seeking a skilled and experienced individual with a strong background in accounting and finance. The successful candidate will have a minimum of 2 years' experience in a similar role and be proficient in using accounting software such as LEAP or Xero.

The Financial Transactions Specialist will be responsible for processing client and office payments, including office account transfers, bank reconciliation, residual client account balances, counsel expert and third-party invoices, interest calculations, and dealing with fee earner queries and requests.

In addition to their technical skills, the ideal candidate will possess excellent problem-solving skills, be able to work effectively in a fast-paced environment, and prioritize tasks to meet deadlines. A strong understanding of accountancy rules and regulations, including money laundering regulations and data protection, is essential.

Estimated Salary: £30,000 - £35,000 per annum.

Key Responsibilities:

  • Process client and office payments, including office account transfers, bank reconciliation, and residual client account balances.
  • Deal with counsel expert and third-party invoices, interest calculations, and fee earner queries and requests.
  • Maintain accurate financial records and reports.
  • Liaise with colleagues and external parties to resolve any issues that may arise.


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