Trust Lead

Insight Global

Vancouver

On-site

CAD 90,000 - 120,000

Full time

3 days ago
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Job summary

Insight Global is seeking a Trust Lead for a leading law firm in Vancouver. The role focuses on managing client trust money movements, including receipts, cheques, and wire payments, while ensuring documentation and compliance with Law Society rules.

You will coordinate reconciliations, handle stale cheques, invested accounts, and tax reporting in collaboration with lawyers, accounting, and banks. The ideal candidate has 3–5 years in trust or legal accounting, strong knowledge of trust practices

Qualifications

  • 3–5 years of relevant experience in trust accounting or related function, ideally in a law firm or professional services.
  • Experience processing trust transactions including receipts, payouts, transfers, cheques, and wire transfers.
  • Strong understanding of trust accounting practices, Law Society requirements, regulatory obligations, and internal controls.
  • Post-secondary education in Accounting, Finance, Business Administration or related discipline preferred.
  • Commercial real estate experience.

Responsibilities

  • Manage day-to-day movement of client trust money, including receipts, cheques, wire payments, and transfers between accounts and client matters.
  • Ensure proper documentation and compliance with Law Society requirements.
  • Perform trust reconciliations, address stale cheques, manage invested accounts, and handle tax reporting.
  • Collaborate with lawyers, accounting, and banks to ensure accuracy and timeliness of transactions.

Skills

Trust accounting experience
Process trust transactions
Regulatory compliance knowledge
Education in Accounting/Finance/BA
Commercial real estate experience

Education

Post-secondary education in Accounting/Finance/Business Administration

Job description

Job Description

We are hiring a Trust Lead for one of Vancouver's leading law firms. They will be responsible for managing the day-to-day movement of client trust money, including receiving funds, processing cheques and wire payments, transferring money between accounts and client matters, and making sure everything is properly documented and compliant with Law Society requirements. They’ll also handle trust reconciliations, stale cheques, invested accounts, tax reporting, and work closely with lawyers, accounting, and banks to make sure transactions are accurate and completed on time.

Skills and Requirements
  • 3–5 years of relevant experience in trust accounting, legal accounting, financial administration, or a related function, ideally within a law firm or professional services environment.
  • Demonstrated experience processing trust transactions, including receipts, payouts, transfers, cheques, wire transfers, and related documentation.
  • Strong understanding of trust accounting practices, applicable Law Society requirements, regulatory obligations, and internal controls.
  • Post-secondary education in Accounting, Finance, Business Administration, or a related discipline is preferred.
  • - commercial real estate experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.

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