Finance Assistant (CPT) Jobs

We are looking for a detail-oriented and reliable Finance Assistant to support our conveyancing team with financial and administrative tasks. You will help prepare Statements of Account, process payments in AJS, and handle invoicing. This role focuses on trust accounting and requires strict compliance with legal, regulatory, and professional standards for attorneys’ trust accounts. You will ensure accurate financial administration, reporting, and record-keeping.

Requirements

To qualify for this position, you need:

• Matric certificate.
• A relevant qualification in accounting, finance, or bookkeeping (certificate or diploma).
• At least 2–3 years’ experience in a similar role at an attorneys’ firm.
• Proven experience with trust accounting.
• Knowledge of the Legal Practice Act and trust accounting.
• Experience with legal accounting software.
• A team-oriented mindset with the ability to work independently when needed.
• Strong attention to detail and high accuracy.
• Good numerical and analytical skills.
• The ability to work under pressure and meet deadlines.
• Strong organisational and time-management skills.
• Professional communication skills, both written and verbal.
• High ethical standards and integrity.

Duties and Responsibilities

Trust Accounting

• Assist with the daily administration of trust and business accounts, following the Legal Practice Act, relevant rules, and company policies.
• Process trust receipts and payments accurately and on time.
• Handle trust-to-business transfers once authorised, in line with regulations.
• Maintain accurate trust creditor balances and supporting schedules.
• Help with monthly trust reconciliations and investigate any discrepancies.
• Support preparations for trust audits and respond to auditor queries.

General Finance Duties

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

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.