Trust Officer

Location: Melbourne CBD, Victoria
Job Type: Permanent
Reference: JO-1704-124305_1517788135
Salary: Call Zara Morton on 9098 7432

Our client are an established National Law Firm located in prestigious offices in Melbourne CBD. Due to their continued success and growth there is an opportunity for an experienced Trust Officer to join their existing finance team. They foster a dynamic team environment renowned for it collaborative culture and pride themselves for providing an outstanding service to their clients and offering their staff opportunities for growth and professional development.

As a Trust Officer you will be responsible for the firms Controlled Monies and Trust Account for the Melbourne Office. The key function of this role is to ensure efficient cashflow for the firm and the availability of funds. Responsibilities will include:

    • Client maintenance
    • Processing trust bank statements and trust bank reconciliations
    • Preparation of trust account cheques and processing of Trust to Office transfers
    • Receipting of trust funds and cheques
    • Opening, closing and withdrawing from investment accounts
    • Trust reporting
    • Assisting with trust audits and clearance of unallocated funds
    • Responding to general queries

The successful candidate will have previous trust experience in a professional services environment, preference will be given to applicants who have worked in the legal industry. You will have a solid understanding of trust accounts and the relative Victorian rules and regulations. Experience using CMS, Aderant, Expert or Elite is desirable but not essential. The ability to prioritise tasks and meet strict deadlines is essential. You will be required to liaise with senior stakeholders so clear and concise verbal and written communication skills are required.

You will be part of a strong brand known for delivering a high standard of service to its customers. You will be working with a team that is dynamic, fast paced and will support your success. You will be rewarded with a competitive salary based on experience.

To apply please click on the appropriate link on the is page, alternatively for a confidential discussion please contact Zara Morton on 9098 7432