Trust Officer

BC Legal Management Association; Vancouver; On-site; CAD 67,000 - 78,000; Full time

Benefits offered by this job

Competitive compensation + Extended HE

Dental care

RRSP matching program

Education tuition allowance

Fitness reimbursement

Diversity and Inclusion Culture

Wellness program

Fully stocked kitchen with snacks

Business casual dress code

Employee referral bonus

Job summary

Cassels Brock & Blackwell LLP in Vancouver is seeking a Trust Officer in the Accounting Department to manage trust transactions and investments. The role requires independent work ability, strong communication, and client service skills, reporting to the Director, Finance.

3-4 years of trust experience and a degree in accounting or business are required. Proficiency with ELITE 3E and Excel is preferred, with a focus on accuracy and regulatory compliance.

Qualifications

• 3-4 years of trust experience.
• Degree/diploma in accounting or business.
• Experience in a law firm is an asset.
• Detail oriented with good communication & organizational skills.
• Knowledge of ELITE 3E and online banking software is an asset.

Responsibilities

• Process (record) trust transactions in ELITE 3E.
• Initiate banking transactions of trust funds through online portals.
• Review trust instructions for compliance with Firm policies.
• Prepare bank deposits, wire instructions to banks and trust cheques.
• Place and liquidate investments of clients’ trust funds as instructed.
• Ad hoc analyses and reporting on trust activity.
• Review and file trust instruction documentation and escrow agreements.

Skills

Trust accounting

Communication

Organizational skills

Attention to detail

Client service

Education

Accounting or business degree

Tools

ELITE 3E

Excel

Online banking software

Job description

About Cassels:

Cassels Brock & Blackwell LLP is a leading national law firm serving the transaction, advocacy, and advisory needs of clients across Canada’s most dynamic industries. From offices in Toronto, Vancouver, and Calgary, our litigators act on complex commercial disputes for multinational, national, and mid-market clients. We combine rigorous advocacy with practical judgment, inventive strategy, and an unwavering focus on achieving efficient, business-minded outcomes.

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 Vancouver 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 (4 days per week in office)

Salary:

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

What we offer:

• Competitive compensation + Extended Health & Dental Care.
• RRSP Matching Program.
• Education/tuition allowance.
• 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.

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.