Legal Finance Administrator
About Candidate
Education/Qualification
- 2022 – BA Accounting and Finance 2:1
- 2019 – A Levels in Computer Science, Mathematics, Accounting
- 2017 – 8 GCSEs including Mathematics and English
Systems used
- Microsoft Word and Excel
- Python
- JavaScript
- Proclaim Case Management Software
Career Summary
Most Recent Employer – Legal Services / Solicitors // T/O £3.2m
Position – Junior Finance Assistant
Dates – April 2023 – February 2026
- Managed daily finance queries via email and telephone, providing timely support to internal and external contacts.
- Assisted fee earners with accounts queries, ensuring compliance with firm procedures and the SRA Accounts Rules.
- Processed client account banking, maintaining accurate financial records
- Processed client cheque and bank payments, carrying out necessary checks to guarantee accurate and prompt transfer of client funds.
- Posted disbursements using Proclaim case management software, ensuring files remained financially up to date.
- Managed archiving of files, ensuring all invoices were resolved prior to closure.
- Checked and posted client bills in line with billing schedules.
- Issued remittance advice following office payments.
- Provided accounts support to sister company Cartwright King from October 2025 to January 2026, processing disbursements, Legal Aid billing, and court fee postings on Legal Fusion software.
Previous Employer – Retail
Position – Customer Assistant
Dates – March 2019 – April 2023
- Delivered high standards of customer service, ensuring all customers were satisfied with their experience.
- Communicated effectively with a wide range of customers, including those with language barriers.
- Resolved customer queries and provided effective assistance, including supporting elderly customers with phone top-ups.
- Used stock control systems to place and manage orders efficiently.
- Developed management skills through completing multiple stock takes, building strong attention to detail and ensuring discrepancies were identified, recorded and resolved.
