About the position
The Financial Systems Officer will help protect the quality of the firm’s client and matter data, support accurate and compliant matter opening, and provide practical CMS/Aderant support to users across the firm.
Qualifications and Experience:
- Matric is required; a relevant qualification in finance, compliance, business administration, information systems or a related field would be advantageous.
- Strong working knowledge of CMS/Aderant or similar legal practice management/financial systems.
- Practical understanding of FICA, KYC, CDD/SDD and client onboarding requirements, preferably within a legal, professional services or financial services environment.
- Confident user of Microsoft Office, particularly Excel; exposure to SQL, SSRS or reporting tools would be beneficial.
- Experience maintaining client and matter master data, supporting system users, and working with compliance documentation and audit trails.
Key performance areas:
- Maintain accurate client, matter, payer and related master data across CMS/Aderant and connected financial systems, ensuring records are complete, consistent and fit for reporting.
- Support end-to-end client and matter opening by verifying required information, taxonomy/class codes, matter details, VAT/tax information, billing arrangements and supporting documentation before activation.
- Coordinate FICA, KYC, CDD/SDD and beneficial ownership checks by reviewing documentation, saving evidence appropriately, and escalating missing or incomplete requirements to the relevant stakeholders.
- Ensure engagement letters, SLAs, panel appointments and related compliance documents are properly received, recorded and routed in line with firm procedures.
- Monitor daily reports, alerts and exception checks to identify duplicate, incomplete or inaccurate client and matter records, and take prompt corrective action.
- Provide responsive CMS/Aderant support to secretaries, fee earners and business services teams on file opening, payer codes, billing groups, currency queries, matter amendments and other financial system requests.
- Assist with compliance administration, reporting, data clean-up activities, backups and ad hoc financial systems tasks as required by the Financial Systems Manager.
Skills, attributes and knowledge:
- High attention to detail, accuracy and follow-through, with the ability to manage confidential information responsibly.
- Clear and professional communicator who can guide users, follow up on outstanding requirements and liaise comfortably across all levels of the firm.
- Organised, proactive and able to prioritise competing requests while maintaining service quality under pressure.
- Collaborative team player who can also work independently, use initiative and take ownership of assigned tasks.
- Problem-solving mindset with a continuous improvement approach to data quality, compliance processes and system support.
Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful.
However, please keep a lookout on our website, [URL Removed] for available positions which may be inline with your career aspirations.
Desired Skills:
- CMS/Aderant or similar legal practice management
- Financial systems
- Reporting
- data clean-up activities
