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Residual Balances Legal Cashier

United Kingdom, Birmingham Employment contract · Job Posted May 15, 2026
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Job Description

The Residual Balances Cashier is responsible for the proactive identification, investigation, resolution and closure of residual client ledger balances across the Ampa Group with it's core responsibility being the delivery of a high-quality, compliant, and efficient residual balances service to group, in accordance with the Solicitors Accounts Rules (SAR) and firm policies. The role plays a critical part in reducing aged balances, whilst driving compliance with SRA Accounts Rules, with a particular focus on rule 2.5 (SAR), and Rule B6 of the Law Society of Scotland (LSS). Supporting revenue maximisation by working closely with Revenue Controllers, Cashiers, Credit Control, Operations Managers and legal teams to drive timely resolution of aged and orphaned balances. This is a specialist role requiring strong technical cashiering knowledge, revenue-control discipline, and the confidence to challenge and influence stakeholders across the business. Our cashiering function operates in a unique 3 team structure with the central team at its core and the outward focused cashiering teams handling the day-to-day ledger management. The Residual Balances Legal Cashier should foster a can-do attitude in terms of supporting, change management and transformation in the aged balances area.

Job Responsibility

  • Deliver robust end to end processes focused on the management of residual balances across client ledgers for all Group entities
  • Identify aged, dormant and orphaned balances arising from closed or inactive matters
  • Investigate root causes for the holding of balances
  • Progress balances through to resolution
  • Bring an engaged, commercially aware approach, applying strong financial hygiene when working with stakeholders to help reduce WIP, debt and cash lock up
  • Work alongside Revenue Controllers to ensure residual balances are addressed as part of broader matter lifecycle management
  • Monitor trends and identify systemic issues contributing to residual balances
  • Act as the primary point of contact for fee earners and legal support teams on residual balance queries
  • Proactively chase outstanding information and decisions
  • Build strong working relationships with the following teams/individuals: Legal cashiers, Revenue Controllers, Credit Control, Finance Systems, Compliance / COFA
  • Act as subject matter expert within your team
  • Deliver excellent customer service and support to both business operations and the wider legal teams
  • Ensure all activity complies with SRA Accounts Rules, Law Society of Scotland Rules, Internal residual balance and write off policies, Firm approval matrices and audit requirements
  • Support COFA assurance through accurate documentation and audit trails
  • Support the group in ensuring client money is not held longer than necessary
  • Produce regular MI on residual balances
  • Contribute to continuous improvement initiatives
  • Support process improvements across billing, matter closure, and cashiering workflows
  • Work with the Head of Finance Operations on the delivery of existing and new systems
  • Maintain compliance with Solicitors Accounts Rules and internal policies
  • Maintain up-to-date knowledge of regulatory requirements

Requirements

  • Proven experience in a similar role within a law firm
  • Strong knowledge of the Solicitors Accounts Rules

Nice to have

  • Proven experience in delivering continuous improvement
  • Experience of working with Aderant/Creditforce
  • Proficiency in financial software and Microsoft Office Suite
  • Strong Analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • The ability to build strong relationships and influence internal and external stakeholders

What we offer

  • Agile working
  • blended approach to where and how we work

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