Trust Account Administrator

Cooney Lees Morgan; Tauranga; In loco; NZD 45.000 - 64.000; Tempo pieno

Vantaggi offerti da questo lavoro

Free onsite parking

Birthday leave

Employee benefits

Modern CBD offices

Career development

Full-time position

Descrizione del lavoro

CLM, a forward-thinking law firm, seeks a proactive Trust Account Administrator to support the Accounts team. You will process trust transactions, reconcile accounts, and assist with month-end activities while handling sensitive information with discretion.

The role requires high accuracy, integrity, and the ability to prioritise a dynamic workload. Proficiency in Microsoft Office (Excel, Word, Teams, Outlook) and a team-oriented approach are essential for success.

Competenze

• Experience in a finance-related role; trust accounts advantageous
• High accuracy and attention to detail
• Ability to prioritise workload and adapt to changing demands
• Sound judgement and common sense
• Proficiency in Microsoft Office: Excel, Word, Teams, Outlook
• Working with discretion and confidentiality
• A team player with a sense of humour and camaraderie

Mansioni

• Process trust transaction requests
• Reconcile and balance the trust account
• Assist with month end processes and reconciliations
• Process accrued interest and calculation of commission and withholding tax
• Filing of withholding tax returns
• Management of financial databases
• Preparation of annual client statements
• Provide reports on clients' trust account balances
• Assist with Accounts Receivable statements
• Allocation of disbursements to client files
• Monitor relevant inboxes and action email queries

Conoscenze

Attention to detail

Integrity

Team player

Discretion

Prioritisation

Strumenti

Excel

Word

Teams

Outlook

Microsoft Office Suite

Descrizione del lavoro

CLM is a forward-thinking legal practice known for our commitment to excellence, client service, and where people are at the heart of what they do. We are a full-service law firm with a wide portfolio that spans across four practice groups; Property and Development, Private Client and Trust, Corporate and Commercial, and Litigation and Local Government.

The Role

We are currently seeking a proactive, detail focussed Trust Account Administrator to keep things running smoothly behind the scenes. Alongside other Trust Account Administrators you will be processing trust transactions, reconciling accounts, responding to queries and supporting the wider Accounts team.

Key Responsibilities

• Processing trust transaction requests
• Reconciling and balancing the trust account
• Assisting with month end processes and reconciliations
• Processing accrued interest and calculation of commission and withholding tax
• Filing of withholding tax returns
• Management of financial databases
• Assistance with preparation of annual client statements
• Providing Authors with reports on clients trust account balances
• Assisting with Accounts Receivable statements
• Allocation of disbursements to client files
• Monitor relevant inboxes and action email queries

About You

You are someone who works with integrity and are proud of your work. You can adapt easily into different environments and value your team members. Showing initiative and maintaining a helpful attitude are part of your daily approach to the workplace.

Key Requirements

• Previous experience in a finance related role (trust accounts an advantage)
• High accuracy and attention to detail
• Ability to prioritise your workload and pivot to changing demands
• A level head, displays sound judgement and common sense
• Proficiency in Microsoft Office Suite; Excel, Word, Teams, Outlook
• Working with discretion and confidentiality
• A team player with a sense of humour who enjoys camaraderie

On Offer

• Supportive, friendly and caring team environment
• Modern, designer purpose built CBD offices
• Opportunity to learn, grow and develop new skills
• Free onsite parking and birthday leave
• Various Employee benefits and discounts
• Competitive remuneration package based on experience
• Full time position, office based with job certainty

Team Stories

See the team in action and some of their recent successes