Trust Specialist - Alberta, Canada - Recruitment Partners

Description

Trust Specialist

Our client is searching for a Trust Specialist to join their team. This role is responsible for managing trust fund activities. A successful candidate will deliver consistent results as well as uncompromising quality and value to the company's clients. This role reports directly to the Accounting Supervisor for Edmonton.

Your success will be defined by your ability to:

• Monitor several Trust bank accounts daily and receipt funds (cheques, EFTs, direct deposits, wires, e-transfers)
• Accountable to verify Trust balances and disburse Trust funds by cheques as requested
• Manage outgoing wires and transfers through online banking
• Responsible for the setup of Trust fund investments, redeeming funds and monitoring investment maturity dates
• Reconcile Trust investments on a monthly basis
• Process Trust transfer payments daily
• Process payments to invoices on a monthly basis
• Respond to queries from stakeholders (lawyers, law clerks, legal assistants, banking representatives) in a prompt and professional manner
• Ad-hoc assistance with other Finance areas (such as billing and other accounting needs)
• Other duties as assigned

Your strengths include:

• Certificate or Diploma in Accounting or equivalent experience to successfully complete the essential requirements of the role
• 2+ years of previous experience, preferably within a professional services firm
• Proficient in MS Office Suite
• Knowledge of Alberta Law Society Trust Regulations and a working knowledge of trust audit requirements would be an asset
• Experience with a complex accounting system is required. Experience with Elite would be an asset
• Experience with banking and sending wires would be an asset
• Strong client service orientation combined with the ability to manage multiple client needs at the same time
• Excellent organizational and time management skills to effectively prioritize and meet deadlines with minimal supervision
• Excellent communication skills with the ability to interact with individuals at all levels within the organization
• Demonstrated commitment to privacy and ethical conduct

If you are interested in this role and meet the above criteria, please click the "Apply" button to send your resume directly to Lily Brooks.

Recruitment Partners Inc. is an Alberta-based, Alberta-focused recruitment firm. We are dedicated to building long-term relationships while securing top talent for Alberta's best employers. At the heart of our efforts is a collaborative, consultative approach. We are proud of our team of consultants, who come with practical business experience, a strong network of professional contacts, and are focused on what is best for both clients and candidates. We will facilitate the best fit between client and candidate. This means reduced turnover, enhanced employee engagement, increased productivity, customer satisfaction, and more.

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