Trust Finance Officer

2 weeks ago


Brisbane, Queensland, Australia SB Recruitment Full time

Salary:

  • Contract Type:
  • Full Time
  • Location:
  • Brisbane
  • QLD
  • Industry:
  • Accounting
  • Contact Name:
  • Jenny Quigley
  • Contact Phone:
  • Date Published:
  • 05Jan2023
-
The Company

The Benefits

  • Flexible working environment
  • Focus on learning, development, and personal growth
  • Rewards and benefits program

The Job
Reporting to the Client Accounting Services Supervisor your role will encompass:

  • Manage Trust and Controlled Money receipting and payments
  • Trust and controlled money reconciliations
  • Opening new bank accounts
  • Ensuring data compliance of trust regulations and advising on any compliance shortcomings
  • Working closely with internal and external stakeholders
  • Ensure all daily, weekly, monthly and year end requirements are met
  • Managing client monies requests and documenting client requirements
  • Monthly and adhoc reporting as required
  • Assisting teams across Accounts Payable, general expenses, billing, reporting and matter maintenance
To be successful in this role, you must have experience in the following areas:

  • Ideally you will have worked in professional services / legal firm managing account reconciliations, billings, client matters or finance administration
  • Experience working with Elite is a benefit but not essential
  • Excellent attention to detail is a must
  • Strong written & verbal communication skills

How to Apply

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