Trust Accounts Coordinator

Office

Vancouver

Posting Date

January 08, 2019

Position type

Permanent

RESPONSIBILITIES

  • Performing clerical functions related to trust accounting, as follow:
    • Handling trust deposits, including preparing bank deposits and updating trust registers
    • Preparing and distributing trust cheques as required
    • Establishing, redeeming and coordinating with banks and staff/lawyers, all trust investments and updating registers accordingly
    • Ensuring that reconciling items on monthly bank reconciliations are cleared on a timely basis
    • Handling trust inquiries from staff, lawyers, clients and banks as required
    • Reconciling and distributing annual T5’s/1099’s received from the banks
    • Posting monthly and annual interests of invested funds
    • Adhering to all law society trust rules and firm trust policies
    • Filing all documents relating to trust for proper audit trails
    • Preparing trust analysis reports as required.
  • Acting as back-up for other trust coordinators.
  • Assisting in completing law society annual trust forms as required.
  • Preparing annual trust balance information for banks for insurance purposes (CDIC).

QUALIFICATIONS

  • College Diploma in Accounting
  • Minimum of 2 years of accounting experience an asset
  • Experience with banking is an asset
  • Superior interpersonal and client service skills.
  • Strong verbal and written communication skills, including the ability to solicit cooperation without authority.
  • Great attention to detail with a commitment to quality performance.

Qualified candidates are invited to submit their resume to:

E-mail : [email protected]

McCarthy Tétrault is an equal opportunity employer that fosters an inclusive, equitable, and accessible environment. We thank all applicants for their interest in McCarthy Tétrault; however, only chosen applicants will be contacted. We regret that we are unable to respond to individual inquiries about application status.