Trust Operations Specialist

1 week ago

Sydney, New South Wales, Australia beBeeAccountant Full time $60,000 - $85,000

Job Overview

We are seeking a detail-driven professional to join our Finance Team and play a key role in managing trust operations. This is a hands-on role with variety and responsibility, working closely with internal teams and partners across the business to ensure smooth and compliant trust accounting processes.

Key Responsibilities:

  • Manage day-to-day trust account operations - receipting, payments, reconciliations
  • Prepare trust reports, manage annual trust audits, and lodge statutory returns
  • Process trust deposit forms and payment requisitions
  • Monitor and manage the trust inbox, responding to queries
  • Liaise with auditors, banks, and stakeholders on trust account matters
  • Work with offshore support on reconciliations and quarterly calculations
  • Bank liaison on trust banking queries
  • Ensure compliance with trust accounting regulations across multiple jurisdictions

Additional Duties (5% of role):

  • Process internal bank transfers and corporate credit card administration
  • Assist with reviewing weekly payment runs

Requirements:

  • 2+ years' experience in a trust accounting role OR solid experience as an Accounts Payable Officer looking to take a step up
  • Experience with online banking platforms and payment processing
  • Strong attention to detail and process-driven mindset
  • Excellent time management skills - calm under pressure and deadline-focused
  • Confident communicator, able to liaise with clients, partners, and colleagues
  • Intermediate Excel skills and general tech-savviness
  • Adaptable, positive, and comfortable working in a high-growth environment

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