Trust Accounts Specialist — Full-Time, Onsite Parking

Staffroom Ltd

Bay of Plenty

Sur place

NZD 55 000 - 75 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

Onsite parking
Birthday leave
Employee benefits
Competitive pay

Résumé du poste

Staffroom Ltd in New Zealand's Bay of Plenty seeks a proactive Trust Account Administrator to keep our client accounts accurate and compliant. You will process trust transactions, reconcile accounts, and support the wider Accounts team in month-end tasks.

We value integrity, discretion, and a collaborative mindset. Proficiency with MS Office is essential, and prior experience in trust accounting is advantageous. This is a full-time, on-site role with onsite parking and employee benefits.

Qualifications

  • Previous experience in a finance related role (trust account 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.

Responsabilités

  • 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

Connaissances

Attention to detail
Prioritisation
Integrity
Discretion
Team player
Confidence & judgement

Outils

Microsoft Office Suite

Description du poste

Staffroom Ltd in New Zealand's Bay of Plenty seeks a proactive Trust Account Administrator to keep our client accounts accurate and compliant. You will process trust transactions, reconcile accounts, and support the wider Accounts team in month-end tasks.

We value integrity, discretion, and a collaborative mindset. Proficiency with MS Office is essential, and prior experience in trust accounting is advantageous. This is a full-time, on-site role with onsite parking and employee benefits.

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