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Trust Account Manager
2 weeks ago
The primary objective of this role is to manage trust account transactions, reconcile trust accounts and maintain accurate records in compliance with relevant statutes. You will be responsible for processing receipts, payments, PEXA settlements and overseeing controlled money within the practice management system.
Key Responsibilities:- Process and record all trust account transactions accurately and efficiently
- Reconcile trust accounts on a regular basis to ensure accuracy and transparency
- Maintain up-to-date records of trust account activities
- Oversee the processing of receipts, payments and PEXA settlements
- Ensure compliance with statutory requirements at all times