Trust Accounts Officer - Hire or get hired
Your complete guide to the Trust Accounts Officer Role: Duties, salary & hiring tips
Purpose of the Trust Accounts Officer
Trust Accounts Officer's duties and responsibilities
Process deposits, disbursements, and interest calculations.
• Reconciliation:
Perform regular trust account reconciliations.
• Compliance:
Ensure adherence to Legal Profession Uniform Law and trust account rules.
• Audit Support:
Prepare trust records and support external audit reviews.
• Reporting:
Generate trust ledger summaries and transaction histories.
Requirements and qualifications for a Trust Accounts Officer
• Understanding of trust accounting principles and compliance
• High accuracy in reconciliation and transaction processing
• Familiarity with trust accounting software (e.g., LEAP, Actionstep)
• Strong ethics and attention to confidentiality
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