Financial Systems Officer

SUMMARY:
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.

POSITION INFO:
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, for available positions which may be inline with your career aspirations.