Finance & Practice Support Assistant at IGrow Wealth Investments

• This role is pivotal in ensuring the efficient functioning of the firm’s financial administration, executive operations, and the preparation of structured training and procedural documentation within a regulated legal environment.

The successful candidate will be professional, discreet, and capable of operating within a high-accountability environment where accuracy and confidentiality are essential.
To qualify for this position, you need:

• Diploma or Degree (completed or studying towards), in Finance Accounting, Business Administration, or related field.
• Minimum 2 years’ experience in a legal, financial, or professional services environment.
• Strong proficiency in Microsoft Office (particularly Excel and Word).
• Experience with legal accounting systems or practice management software advantageous.
• Exceptional attention to detail and accuracy.
• High level of integrity and confidentialityStrong organisational and time management skills.
• Ability to work under pressure and meet deadlines.
• Professional communication and interpersonal skills.
• Proactive, structured, and solution-driven approach.

Duties and responsibilities include, but not limited to:

Executive Support

• Provide comprehensive administrative support to the CEO and Financial Manager.
• Manage executive diaries, meeting coordination, and scheduling where required.
• Prepare reports, and presentations.
• Take and distribute accurate meeting minutes.
• Handle sensitive and confidential information in line with legal and ethical standards.

Financial & Legal Administration Support

• Assist with day-to-day financial administration within the firm.
• Support the preparation of financial reports, reconciliations, and payment schedules.
• Assist with trust (when required) and business account administrative processes (under supervision).
• Ensure accurate filing and maintenance of financial and compliance records.
• Liaise with internal departments regarding financial documentation and queries.
• Support audit preparation and compliance processes where required.

Training & Practice Documentation

• Assist in compiling, formatting, and maintaining legal training material and internal manuals.
• Support the development and updating of Standard Operating Procedures (SOPs).
• Prepare onboarding documentation for new staff members
• Ensure all documentation aligns with firm standards, compliance requirements, and professional presentation.
• Coordinate internal training sessions and logistics.

Practice & Operational Support Practice & Operational Support

• Maintain organised digital and physical filing systems in line with legal record-keeping requirements.
• Assist with regulatory and compliance administration (e.g., audit readiness, internal controls).
• Support process improvements within finance and administrative functions.
• Act as a coordination point between finance, management, and operational teams.