Our client, a leading private legal firm, is seeking an experienced Trust Account Administrator to provide transactional support, ensure compliance, and facilitate client onboarding.
The Company Renowned for innovative legal solutions, the firm has built a strong reputation for dedication, commitment, and a fresh, energetic approach. They embrace multi-disciplinary skills, diversity, and a strong work ethic that's been consistent from its origins to the present day.
The Role Based in the Dunedin office, you'll manage the trust account and billing processes while ensuring compliance with Trust Accounting Guidelines, policies, and procedures. Reporting to the Business Manager, your responsibilities will include:
Completing daily trust account transactions and reconciliations. Preparation of the firm's billings and providing debtor control with authors. Issuing invoices and statements, and following up on payments. AML compliance support, including due diligence and account monitoring. Receipt, journal, banking, and business account support. About You This role suits a composed individual with a proactive, adaptable, and organised approach. While experience with Infinity legal software and financial data processing is a plus, it's not essential. Banking, legal, or accounting experience is ideal, though full training will be provided. Key qualifications include:
Previous experience in trust/property account administration and invoicing. Strong interpersonal, written, and verbal communication skills. Proficiency in accounts software and MS Office. Ability to thrive in a dynamic and fast-paced environment. High attention to detail and strong organisational skills. Apply now If you have the skills required and you're ready to embrace a new challenge, then please send your CV directly to Marlene via Marlene@@fluidrecruitment.co.nz or click APPLY above. Alternatively, if you have questions, please call on 03 477 6700.
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