Trust Officer

Cassels Brock & Blackwell LLP; Calgary; On-site; CAD 67,000 - 78,000; Full time

Benefits offered by this job

Extended health & dental care

RRSP matching

Fitness reimbursement

Diversity & inclusion culture

Wellness program

Stocked kitchen

Business casual dress code

Referral bonus

Job summary

Cassels Brock & Blackwell LLP in Calgary is seeking a Trust Officer for our Accounting Department. The role reports to the Director of Finance and requires strong communication and client service skills to work independently and with the team.

Responsibilities include processing trust transactions, banking trust funds, ensuring compliance with firm policies, and preparing documentation. A 3-4 year trust background and an accounting-related degree are required.

Qualifications

• 3-4 years of trust experience.
• Degree/diploma in accounting or business.
• Previous experience in a similar role in a law firm is an asset.
• Detail oriented with good communication & organizational skills.
• Strong computer skills and experience with Microsoft Office Suite, particularly Excel.
• Knowledge of provincial law societies’ trust rules and regulations is an asset.
• Familiarity with ELITE 3E and online cash management banking software is an asset.

Responsibilities

• Processing (recording) trust transactions in ELITE 3E.
• Initiating banking transactions of trust funds through online portals.
• Reviewing all trust instructions for compliance with Firm policies.
• Preparing bank deposits, wire instructions to banks and trust cheques.
• Placing and liquidating investments of clients’ trust funds, as instructed.
• Ad hoc analyses and reporting on trust activity.
• Reviewing and filing trust instruction documentation and escrow agreements.

Skills

Detail-oriented

Communication

Excel proficiency

Education

Accounting/Business degree or diploma

Tools

ELITE 3E

Online banking software

Job description

Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and Calgary.

Our Culture:

At Cassels, our mission is to attract, retain and promote individuals of exceptional ability and talent from as broad a range of backgrounds as possible. We offer meaningful career opportunities, invest in professional growth, and foster an inclusive environment. Our Firm’s success is built on the unique skills, perspectives, experiences and values of each individual. We encourage a corporate culture that respects and celebrates the dignity, value and diversity of all.

Role Overview:

Our Calgary office is currently recruiting for a Trust Officer in our Accounting Department, reporting to the Director, Finance. The successful candidate must be able to work independently as well as being flexible with great communication and client service skills.

The successful candidate will be responsible for:

• Processing (recording) trust transactions in ELITE 3E.
• Initiating banking transactions of trust funds through online portals.
• Reviewing all trust instructions for compliance with Firm policies.
• Preparing bank deposits, wire instructions to banks and trust cheques.
• Placing and liquidating investments of clients’ trust funds, as instructed.
• Ad hoc analyses and reporting on trust activity.
• Reviewing and filing trust instruction documentation and escrow agreements.

The successful candidate must have the following education, experience and/or demonstrated skills:

• 3-4 years of trust experience.
• Degree/diploma in accounting or business.
• Previous experience in a similar role in a law firm is an asset.
• Detail oriented with good communication & organizational skills.
• Strong computer skills and experience with Microsoft Office Suite, particularly Excel.
• Knowledge of provincial law societies’ trust rules and regulations is an asset.
• Familiarity with ELITE 3E and online cash management banking software is an asset.

Employment Type: Permanent, Full-Time

Salary: $67,000 – $78,000 Annually (commensurate with skills and experience)

What we offer:

• Competitive compensation + Extended Health & Dental Care.
• RRSP Matching Program.
• Fitness Reimbursement Program.
• Diversity and Inclusion Centric Culture
• A Culture of Wellness: Cassels recognizes the importance of wellness and provides a comprehensive program that addresses the mental and physical well-being of our employees by providing resources, services, training and support on an ongoing basis.
• A fully stocked kitchen with healthy snacks, plus coffee, tea, and drinks throughout the year.
• A business casual dress code (client/day specific).
• Employee referral bonus.

Cassels is an equal opportunity employer committed to fostering a workplace where people of all identities and lived experiences feel valued, respected, and supported. We are dedicated to removing barriers and ensuring equitable access to employment. We strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, 2SLGBTQIA+ communities, and individuals with intersectional identities. All qualified candidates are welcome to apply. Accommodations for disabilities, accessibility needs, or cultural practices are available throughout the recruitment process upon request. Please contact our recruiter with any questions or accommodation needs.

Cassels uses artificial intelligence to screen and assess applications for positions, including reviewing resumes and ranking, scoring or filtering candidates against job-related criteria. All results are reviewed by our Human Resources team, and all hiring decisions are made by people.

We wish to thank all applicants for their interest, however, only candidates selected for interviews will be contacted. We regret that we are unable to respond to individual inquiries about application status, unless required for accommodation purposes.