Trust Account Administrator

People Passion; Taranaki; Hybrid; NZD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Remote/work-from-home options

Flexible schedule

Supportive team culture

Job summary

People Passion is seeking a switched-on Trust Account Administrator to join our friendly New Plymouth team. You will own day-to-day trust accounting and finance tasks while supporting the wider team with operational duties.

We value numbers-driven individuals who thrive on detail, accuracy and compliance, with training provided if you bring solid bookkeeping or finance administration experience. Flexible work-from-home options are available.

Qualifications

• Previous experience in bookkeeping, accounts or finance administration.
• Solid numeric and reconciliation skills.
• Experience with financial systems and GST/compliance is preferred.

Responsibilities

• Manage daily trust account transactions, settlements and reconciliations.
• Process accounts payable/receivable, invoicing and client deposits.
• Prepare month-end trust account reconciliations and reporting.
• Support broader finance functions including GST, GL coding, bank reconciliations.
• Contribute to office administration and practice management.
• Identify opportunities to streamline processes and improve efficiency.

Skills

Numerical skills

Attention to detail

Independence

Learning new systems

Education

Bookkeeping training or relevant course

Tools

Xero

Microsoft Office

Job description

December 2026 or January 2027 start date

Competitive remuneration + health insurance

Work life balance and flexibility, including work from home options

Supportive, down to earth and genuinely collaborative team

Varied role across trust accounting, finance and office operations

Opportunity to take ownership, bring fresh ideas and improve the way things are done

About the role

We are looking for a switched on, numbers savvy Trust Account Administrator to join our friendly team in New Plymouth.

This is a fantastic opportunity for someone who loves working with numbers, has a sharp eye for detail and enjoys being the person who keeps things running smoothly behind the scenes.

You will take ownership of our day to day trust accounting and finance functions, while also supporting the wider team with a variety of operational tasks.

No legal background? That’s okay - If you have solid bookkeeping, accounts, banking or finance administration experience, are confident learning new systems quickly and enjoy figuring things out we are happy to provide training and support.

Responsibilities will include

Managing daily trust account transactions, settlements, reconciliations, client deposits, and client trust statements

Completing month end trust account reconciliation and reporting

Looking after accounts payable and receivable, including invoicing, payments and debtor follow up

Supporting wider finance functions, including GST, GL coding, bank reconciliations and expense claims

Ensuring trust accounting processes meet relevant compliance and AML requirements

Helping with general office administration, reporting and practice management

Identifying opportunities to make processes simpler, smarter and more efficient

It is a varied role where you will have the opportunity to make it your own and become a valued part of our supportive, collaborative team.

About you

Ideally you will bring:

Previous experience in bookkeeping, accounts or finance administration

Strong numerical skills and confidence managing financial transactions and reconciliations

Excellent attention to detail, accuracy and a high level of discretion

An understanding of the importance of compliance, accuracy and accountability when handling client funds in a regulated environment

Confidence using financial systems, ideally Xero, and Microsoft Office

A curious, solutions focused and flexible mindset with the initiative to work things out for yourself

The ability to take ownership, manage competing priorities and work independently

A helpful, collaborative attitude and willingness to pitch in where needed

Experience in legal trust accounting would be a bonus but not essential

Joining the Team

We’re a tight-knit team dedicated to providing remarkable legal services that deliver outstanding outcomes for our clients. We’re experts in commercial, property and employment law.

Over three decades, we have built an enviable reputation for providing practical, timely, and valuable legal advice when it matters most.

We’re helpful, professional, curious and proudly weasel-free. Weasel free means we make and meet commitments, we’re upfront and give clear advice without unnecessary legal jargon or “Weasel Words” (like, “it depends”). It’s an ethos we carry through into everything we do.

We love seeing our people thrive and will support your professional development as well as provide the guidance, support and tools to achieve your goals.

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