Finance Assistant (CPT) at IGrow Wealth Investments

• We are seeking a detail-oriented and reliable Finance/Legal Assistant to support our conveyancing team with financial and administrative tasks. The successful candidate will assist in preparing Statements of Account, loading and processing payments in AJS and invoicing. The Finance Assistant will support the finance function of the firm with a specific focus on trust accounting. The role requires strict compliance with legal, regulatory, and professional standards applicable to attorneys’ trust accounts, while ensuring accurate financial administration, reporting, and record-keeping.

To qualify for this position, you need:

• Matric certificate.
• Relevant qualification in accounting, finance, or bookkeeping (certificate or diploma).
• Minimum of 2–3 years’ experience in a similar role within an attorneys’ firm.
• Proven experience with trust.
• Knowledge of the Legal Practice Act and trust accounting.
• Experience working on legal accounting software.
• Team-oriented with the ability to work independently when required.
• Strong attention to detail and high level of accuracy.
• Good numerical and analytical skills.
• Ability to work under pressure and meet deadlines.
• Strong organisational and time-management skills.
• Professional communication skills (written and verbal).
• High ethical standards and integrity.

Duties and responsibilities include, but not limited to:

Trust Accounting:

• Assist with the day-to-day administration of trust and business accounts in accordance with the Legal Practice Act, applicable Rules, and firm policies.
• Process trust receipts and payments accurately and timeously.
• Perform trust-to-business transfers once authorised and in compliance with regulatory requirements.
• Maintain accurate trust creditor balances and supporting schedules.
• Assist with monthly trust reconciliations and investigation of discrepancies.
• Support preparation for trust audits and respond to auditor queries.

General Finance Duties:

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

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.