Trust Account Specialist
Core
Process trust transactions, maintain accounting records, and ensure compliance with trust accounting requirements across multiple jurisdictions.
Role type
Trust Account Specialist
Builds
Trust accounting records and reports for law firm clients
Domain
Legal services / Trust accounting
Required skills
Trust accounting, bank reconciliation, wire transfers, financial reporting, process improvement, stakeholder liaison, Microsoft Excel
Preferred skills
Elite 3E or Enterprise financial software, French language skills
Technologies
Elite 3E, Enterprise, Microsoft Excel, Microsoft Word
Responsibilities
Process outgoing trust transactions and prepare disbursements; Monitor trust account balances; Assist with bank reconciliation and month-end analysis; Prepare monthly and annual trust reports; Liaise with banking partners to open client accounts; Maintain trust records; Support special projects and provide training to legal personnel.
Seniority
Mid-level, hands-on IC