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Financial Systems Officer

9 hours ago2 views
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General Details
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description
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 y

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Executive Placements
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