Trust Administrator

Fluid Recruitment Limited; Christchurch; On-site; NZD 60,000 - 90,000; Full time

Job summary

An established industry player is looking for a dedicated Trust Administrator to join their vibrant team in the heart of Christchurch. This role offers the chance to manage trust accounts, ensure compliance, and build strong client relationships within a supportive and energetic environment. With a focus on teamwork and professional development, you'll have the opportunity to take ownership of your work and make a significant impact. If you're driven, organized, and ready to contribute to a busy practice, this position could be the perfect fit for you.

Qualifications

• 2.5+ years of experience in a similar role required.
• Strong organizational skills and attention to detail are essential.

Responsibilities

• Daily trust account reconciliation and processing transactions.
• Ensuring AML compliance and managing client inquiries.
• Monthly reporting and support with invoicing and credit control.

Skills

Trust account reconciliation

AML compliance

Database management

Client communication

Attention to detail

Education

Legal Executive qualification

Senior Legal Secretary experience

Accounts background

Job description

Our Client

Our client is seeking an experienced Trust Administrator to join their team. This long-standing Canterbury firm has a strong focus on both commercial and residential property, as well as associated trust and estate matters. With over 35 staff, they take a team-focused approach to their work and offer competitive market salaries.

Located right in the heart of the city, the firm provides a vibrant, modern office environment and an enviable social culture. As a busy practice, they place a high value on connection and building strong, long-term relationships - both within their team and with their loyal client base. You'll feel equally supported and energized in this role.

The Role

This opportunity has arisen as the previous incumbent has transitioned into a solicitor role within the firm. They will remain available to support and mentor the successful candidate, ensuring a smooth handover and continued development in the role. You could be a Legal Executive, a Senior Legal Secretary, or come from an accounts background for this role.

For this role you will be responsible for:

1. Daily trust account reconciliation
2. Setting up online payments
3. Processing transactions
4. Ensuring AML compliance across files
5. Direct liaison with banks & agents
6. Database management (including data analysis & integrity)
7. Answering client inquiries
8. Monthly reporting (adhering to NZLS regulations)
9. Support with monthly invoicing & credit control

You will be granted responsibility and ownership over your work, with the opportunity to make this role your own.

About You

With at least 2.5+ years of experience in a similar role, our ideal candidate will be driven, well-organized, and an excellent communicator with outstanding attention to detail. You will be eager to work within a busy team and prioritize a wide range of tasks while demonstrating initiative under pressure.

Interested?

If this sounds like you, either hit 'APPLY NOW' or contact Alex Lynch on 0223096683 or [e-mail]

www.fluidrecruitment.co.nz