Residential Property Legal Support Assistant

Scale-Up Philippines; Philippines; Teletrabalho; PHP 300 000 - 420 000; Tempo integral

Resumo da oferta

Scale Up Philippines is seeking a detail-oriented Residential Property Legal Support Assistant to support a UK-based conveyancing firm with resolving outstanding client account balances and closing files after registration.

You will review ledgers, investigate discrepancies, coordinate resolution with the UK team, prepare refund or balance adjustments, and ensure compliant, auditable closure using the firm’s case management system.

Qualificações

• UK residential conveyancing experience required.
• Strong attention to detail and accuracy in financial records.
• Excellent organisational and time-management skills.
• Strong written and verbal English communication.

Responsabilidades

• Residual Balance Review and Investigation of outstanding client balances.
• Residual Balance Resolution with refunds, transfers or adjustments.
• Case Management and Reporting on progress, backlog and closure.
• Compliance and Confidentiality following UK/SRA-like standards.

Conhecimentos

UK conveyancing

Attention to detail

Organisational skills

Ferramentas

Excel

Outlook

Descrição da oferta de emprego

Home » Residential Property Legal Support Assistant

Residential Property Legal Support Assistant

We are seeking detail-oriented and highly organised Residential Property Legal Support Assistant to support a UK-based conveyancing firm in resolving outstanding client account balances and completing the closure of residential conveyancing files. The role primarily involves reviewing residential conveyancing matters where the property transaction has been finalised and registration completed, but a residual balance remains on the client account.

The successful candidates will be responsible for investigating outstanding balances, coordinating their resolution, ensuring the client ledger is cleared, and completing the necessary administrative procedures to formally close each file. The workload includes a combination of older and recently completed conveyancing matters, requiring individuals who can efficiently manage a high volume of files while maintaining accuracy, compliance, and confidentiality.

Key Responsibilities:

1. Residual Balance Review and Investigation

• Review completed residential conveyancing files with outstanding residual client account balances.
• Examine client ledgers, completion statements, transaction records, and relevant supporting documentation.
• Identify the nature, source, and reason for outstanding balances.
• Investigate discrepancies, unallocated funds, overpayments, or other outstanding financial items.
• Prioritise older a nd recent balances according to client instructions and operational requirements.

2. Residual Balance Resolution

• Coordinate the resolution of outstanding balances in accordance with the firm’s established procedures.
• Liaise with the conveyancing, finance, and accounts teams to clarify discrepancies and determine appropriate next steps.
• Prepare supporting documentation for refunds, transfers, or other authorised balance adjustments.
• Escalate complex or unresolved balances to the appropriate authorised personnel.
• Ensure all financial adjustments and transactions are properly documented and approved before processing.
• Verify that residual balances have been fully resolved and that the client ledger reflects the correct closing balance.
• Review files to confirm that the conveyancing transaction and property registration have been completed.
• Verify that all outstanding financial matters have been resolved before proceeding with file closure.
• Ensure the client ledger has been reconciled and cleared.
• Complete the required administrative file closure procedures using the firm’s case management system.
• Check that relevant documentation, correspondence, and financial records are complete and properly filed.
• Update the file status to reflect successful closure.
• Maintain accurate records of closed files for audit and reporting purposes.

4. Case Management and Reporting

• Manage a high volume of residential conveyancing files efficiently and independently.
• Maintain an accurate tracker of assigned, pending, escalated, and completed files.
• Provide regular progress updates on the number of residual balances reviewed, resolved, and closed.
• Identify recurring issues that may delay balance resolution or file closure.
• Meet agreed productivity, accuracy, and turnaround-time targets.

5. Compliance and Confidentiality

• Follow the firm’s internal policies and applicable UK conveyancing and client-accounting procedures.
• Maintain strict confidentiality when handling client information, financial records, and legal documents.
• Ensure that all balance resolutions comply with the firm’s authorisation requirements and applicable Solicitors Regulation Authority (SRA) Accounts Rules, where relevant.
• Escalate potential compliance issues, unidentified balances, or transactions requiring legal or financial approval.
• Maintain complete and accurate audit trails for all actions taken.

Essential Qualifications:

• Previous experience in UK residential conveyancing, legal administration, conveyancing accounts, or a closely related role.
• Familiarity with the residential conveyancing process, particularly post-completion and file closure procedures.
• Understanding of client ledgers, residual balances, and basic financial reconciliation.
• Strong attention to detail and accuracy when reviewing financial records.
• Excellent organisational and time-management skills.
• Ability to manage multiple files and meet productivity targets.
• Strong written and verbal English communication skills.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Ability to work independently while coordinating effectively with a UK-based team.

Preferred Qualifications:

• Experience working with UK solicitors, conveyancing firms, or legal outsourcing providers.
• Direct experience investigating and resolving residual client account balances.
• Knowledge of SRA Accounts Rules and UK legal client-accounting practices.
• Experience using UK conveyancing case management or legal accounting software.
• Familiarity with post-completion conveyancing administration, including registration confirmation and file archiving.
• Experience managing high-volume historical or outstanding case backlogs.

Important: The specialist will undertake administrative, investigative, and reconciliation support activities. Any movement of client funds, financial adjustments, or decisions requiring legal or regulatory authority must be approved by the client’s designated authorised personnel.

Why Join Scale Up Philippines?

At Scale Up Philippines, we connect talented Filipino professionals with world-class clients who value people as much as results. This one is for someone ready to grow.

If you’re passionate about this position and ready to grow your career with a global team, we’d love to hear from you!