Apprentice legal cashier / business admin

Key Responsibilities

• Assist with accurate posting of receipts and payments for client and office accounts.


• Support the preparation of electronic payments (e.g., CHAPS/Faster Payments) for completion monies and private client transactions, subject to authorisation.


• Assist with banking tasks, including allocation of incoming funds and reconciliation support.


• Help ensure correct matter allocation and narrative descriptions for all postings.

Conveyancing Cashiering Support

• Assist with handling conveyancing completion funds under supervision (e.g., purchase monies, sale proceeds, estate agent fees, SDLT/LTT/land registration related payments as applicable).


• Support the preparation of completion statements/financial statements from an account's perspective ( confirming cleared funds, ensuring correct ledger postings).


• Assist with processing disbursements and bills relating to conveyancing matters.


• Liaise with fee earners to resolve posting queries, missing information, or timing issues relating to completions.

Private Client Cashiering Support

• Assist with postings and payments connected with private client work (e.g., probate, estate administration, trusts) as directed.


• Support accurate recording of receipts, payments and transfers, ensuring correct allocation to the relevant matter/ledger.


• Assist with tracking and recording disbursements and fees on private client matters.


• 3.4 Compliance, Controls & Risk Management


• Follow the firm's procedures for client money, approvals, segregation of duties, and payment authorisation.


• Assist with maintaining clear audit trails for receipts, payments, and transfers


• Escalate potential issues promptly


• Support compliance-related tasks as directed 


• Learn and understand the SRA rules ,standards and Regulations


• Learn and adhere to AML obligations when handling client money.

Billing & Posting Support

• Assist with posting bills, credit notes, and transfers in line with firm instructions.


• Support the allocation of costs/disbursements and ensure accurate linking to matters.


• Assist with chasing missing billing information where required.

Administration & Team Support

• Maintain organised records (digital and/or paper) in line with firm procedures.


• Handle internal and external account queries politely and promptly, escalating as appropriate.


• Provide general support to the accounts function during peak periods (e.g., month-end, high completion volumes).

Apprenticeship & Learning Requirements

• Develop understanding of legal accounting principles, client money handling, and the conveyancing/private client transaction lifecycle.


• Basic IT literacy (email, spreadsheets, and case/practice management/accounting systems).


• Professional, discreet, and able to handle confidential information appropriately.


• Good communication skills (written and verbal) and ability to work well in a team.


• Organised, able to prioritise, and willing to ask questions/seek clarification.


• Integrity and reliability, with a clear understanding that the role involves handling sensitive financial information.

Security, Confidentiality & Data Handling

• Maintain strict confidentiality regarding client and firm financial information.


• Follow the firm's data handling and information security procedures at all times.


• Report any suspected data breaches or suspicious activity immediately to the appropriate person