Legal Cost and Billing Assistant

The role is responsible for assisting the Social Housing Team with billing and administrative tasks.

You will work closely with our Associate Client Relationship Executive to support solicitors and fee earners, ensuring accurate processing of invoices, compliance with legal regulations and smooth billing transactions.

This role requires attention to detail, excellent communication skills and familiarity with legal and financial systems.

Key Responsibilities:

• Billing and Invoicing:
  • Prepare and issue invoices to clients, ensuring accuracy in fee and cost allocations.
  • Liaise with our Associate Client Relationship Executive, solicitors and fee earners to gather necessary financial information for client billing.
  • Handle disbursements and third-party costs related to social housing matters.
• Aged Debt:

• Prepare a weekly aged debt report to Head of Department and Finance Director.
• Work effectively with clients to ensure prompt payment of invoices.

• Client Account Management:
  • Posting of disbursements.
  • Pay out of disbursements.
  • Claiming funds in.
• Accounts Reconciliation:
  • Work with the Finance Director and Finance Team to ensure timely payment of invoices and resolve any outstanding payment issues.
• Financial Reporting:
  • Support the preparation of client reports for the Social Housing Team.
• Compliance:
  • Ensure all financial processes comply with the Solicitors Regulation Authority (SRA) Accounts Rules and other relevant legal guidelines.
  • Monitor transactions for any compliance risks and report any irregularities to the Compliance Officer or Finance Director.
• Administrative Support:
  • Maintain and update financial records and databases relevant to the Social Housing Team.
  • Assist with data entry, filing and other administrative duties as required.
  • Liaise with external suppliers and service providers to resolve invoice queries and discrepancies.
• Client Communication:
  • Handle financial queries from clients regarding invoices, payments and disbursements.
  • Collaborate with the Client Services Team to provide a seamless client experience.

Key Skills and Competencies:

• Attention to Detail: Ability to spot discrepancies and ensure accuracy in financial records.
• Communication Skills: Strong verbal and written communication for liaising with clients, solicitors and team members.
• Time Management: Capable of managing multiple tasks in a deadline-driven environment.
• Problem-Solving: Strong analytical skills to resolve billing and account-related issues.
• Numeracy: Proficiency in handling financial figures, data entry and reconciliations.
• Legal Compliance: Familiarity with SRA Accounts Rules and other legal regulations is a plus.
• IT Skills: Proficient in Microsoft Office (especially Excel) and legal accounting software (e.g., SOS, Aderant, Elite).

Qualifications and Experience:

• Previous experience in a billing, aged debt or finance support role, preferably in a legal or professional services environment.
• Experience working with financial management systems or legal accounting software.
• Knowledge of social housing or property-related legal work is desirable but not essential.

Additional Requirements:

• Strong ethical conduct, ensuring the integrity of financial information and adherence to legal standards.
• Ability to work independently and as part of a team, showing initiative and adaptability.
• Professionalism when dealing with sensitive client financial information.