Trust Accounting Coordinator - Growth, Benefits & Impact

Lawson Lundell LLP; Vancouver; On-site; CAD 55,000 - 70,000; Full time

Benefits offered by this job

Health Benefits

Pension Plan

Bonuses

Paid Time Off

Education Reimbursement

Referral Bonus

Job summary

Lawson Lundell LLP in Vancouver seeks a Trust Coordinator to join our Accounting Department. The role offers standard hours Monday–Friday, 9:00am–5:00pm, with a focus on managing trust accounts and related reconciliations.

The successful candidate will have at least 1 year of experience in a professional environment, be proficient in Microsoft Office, and possess strong interpersonal and client service skills.

Qualifications

• Minimum of 1 year experience in a professional environment.
• Knowledge of trust accounting is an asset.
• Proficient in Word and Excel.
• Outstanding interpersonal and customer service skills.
• Ability to multi-task, meet deadlines and solve problems in a fast paced environment.
• Ability to work independently as well as part of a team.

Responsibilities

• Clear outstanding trust cheques and bank debits for all the trust accounts.
• Reconcile deposits/credits to ensure posting within 7 days of the deposit date and identify unposted deposits.
• Arrange the investment of trust funds and post accordingly to the ledger.
• Assist the trust group in responding to questions and requests for trust deposits, cheques, wire transfers and reconciliations.
• Reconcile the pooled trust accounts including the outstanding cheques lists.
• Print the bank statements for the trust investment accounts and post the interest.
• Maintain the tax information for the trust investment accounts.
• Prepare the applications for unclaimed trust funds and remit accordingly.
• Reconcile the trust investment accounts and prepare the report to create and distribute the T5 slips.
• Perform other related duties as required or assigned.

Skills

Interpersonal skills

Customer service

Multitasking

Teamwork

Independent work

Tools

Microsoft Office

Job description

Lawson Lundell LLP in Vancouver seeks a Trust Coordinator to join our Accounting Department. The role offers standard hours Monday–Friday, 9:00am–5:00pm, with a focus on managing trust accounts and related reconciliations.

The successful candidate will have at least 1 year of experience in a professional environment, be proficient in Microsoft Office, and possess strong interpersonal and client service skills.