Trust Account Administrator - Growth, Perks, Office-Based

Cooney Lees Morgan; Tauranga; On-site; NZD 45,000 - 64,000; Full time

Benefits offered by this job

Free onsite parking

Birthday leave

Employee benefits

Modern CBD offices

Career development

Full-time position

Job summary

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.

Qualifications

• 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

Responsibilities

• 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

Skills

Attention to detail

Integrity

Team player

Discretion

Prioritisation

Tools

Excel

Word

Teams

Outlook

Microsoft Office Suite

Job description

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.