Bilingual Trust Accounts Coordinator

1 month ago


Montréal QC, Canada McCarthy Tétrault LLP Full time

**Job Description**:
At McCarthy Tétrault, we offer challenging and rewarding career opportunities and are delighted to have been selected for the eleventh consecutive year in 2023 as one of _Canada’s Top 100 Employers_ and one of _Canada’s Best Diversity Employers_. Our culture is built on professional excellence, collaboration, innovation, thought leadership and entrepreneurialism. We embrace inclusion in all its forms and we provide the tools and opportunities to help our people develop to their full potential.

This position is based out of **Montreal.** McCarthy Tétrault employees benefit from a hybrid work environment.

**As a Bilingual Trust Accounts Coordinator, you will be**:

- Supervising day-to-day trust operations.
- Performing clerical functions related to trust accounting, including the following:

- Handling trust deposits, including preparing bank deposits and updating trust registers. Record wire transfers received in our trust accounts
- Preparing and distributing trust cheques as required.
- Preparing wire transfers and obtain the required electronic signatures from partners.
- Establishing, redeeming and coordinating with banks and staff/lawyers, all trust investments and updating registers accordingly.
- Ensuring that reconciling items on monthly bank reconciliations are cleared on a timely basis.
- Handling trust inquiries from staff, lawyers and banks as required.
- Reconciling and distributing annual T5’s received from the banks.
- Gathering beneficiary information to prepare the T3 returns.
- Posting monthly and annual interests of invested funds.
- Adhering to all law society trust rules and firm trust policies.
- Filing/imaging all documents relating to trust for proper audit trails.
- Preparing trust analysis reports as required.
- Acting as back-up for other accounting positions and special projects as required.
- Completing law society annual trust forms as required.
- Preparing annual trust balance information for banks for insurance purposes (CDIC).
- College Diploma in Accounting.
- Minimum 3 years of accounting experience.
- Experience with banking is an asset.
- Excellent attention to detail and accuracy.
- Basic accounting skills.
- Bilingualism (French and English, oral and written).

**As a member of the McCarthy team, you will have access to**:

- Outstanding benefits from day one, including insurance premiums paid by the Firm and wellness and technology reimbursements.
- Competitive compensation, paid overtime and generous time off, including a day off to volunteer and a day off for your birthday.
- A commitment to professional development and growth opportunities for our people at all levels, supported by a culture that fully embraces and encourages two-way feedback.
- Strong community involvement and a commitment to equity, diversity and inclusion.
- A collaborative, cohesive culture that connects lawyers and business teams through collective purpose.



  • Montréal, QC, Canada MServices Limited Partnership Full time

    **Your Next Opportunity** - Would you like to be a part of Canada’s leading and progressive Business Law firm?_ McMillan has an exciting opportunity as a bilingual **Billing Coordinator **in our Finance department. The Billing Coordinator is responsible for handling all aspects of the firm’s client billing cycle and the exchange of billing and other...

  • Trust Officer

    1 month ago


    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth...

  • Trust Officer

    2 months ago


    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth...


  • Montréal, QC, Canada SureWerx Full time

    **Reference number** P-0093 **Date Posted** August 21st **Location** Canada, Quebec, Montreal **Remote** **Positions available** 1 **Bilingual Inside Accounts Manager** SureWerx is a leading manufacturer of innovative safety, tools, and equipment products and solutions. Since 1957, we've been trusted to keep all who use our products safe in even...

  • Account Executive

    2 weeks ago


    Montréal, QC, Canada Wipro Limited Full time

    Overview: **Account Executive/Client Partner, Montreal ( biligual)** Wipro’s Canadian strategic market unit has an exciting opportunity for a bilingual **Account** **Executive (AE) **to be based in the Montreal metro area. The AE is a specialized sales professional, who will be the relationship manager for Wipro’s strategic accounts and have deep...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Account Executive

    2 weeks ago


    Montréal, QC, Canada Wipro Limited Full time

    Montreal, Canada; Quebec, Canada - GSH - 3118671 **Job Description**: **Account Executive/Client Partner, Montreal ( biligual)** Wipro’s Canadian strategic market unit has an exciting opportunity for a bilingual **Account** **Executive (AE) **to be based in the Montreal metro area. The AE is a specialized sales professional, who will be the relationship...


  • Montréal, Canada MD Financial Management Full time

    Requisition ID: 195047 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At MD Financial Management, we have one mandate: to help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration,...


  • Montréal, Canada Fuze HR Solutions Inc (Internal) Full time

    **Job Summary**: We are looking to hire a** Bilingual Client Account Coordinator** to support our National Account Manager. This is a great opportunity for energetic, motivated, administrative professionals who enjoys making sure their clients’ needs are attended, and offer amazing customer service and support to team members and all internal and external...

  • Account Coordinator

    2 months ago


    Montréal, QC, Canada ALDO Group Full time

    **Job Title**: Account Coordinator **Department**: Looking to unbox your full potential? **Find YOUR Fit** at the ALDO GROUP. **FIND YOUR FIT** - Recognition programs to showcase your talent! - Tools to support and help them to reach their Career Goals. (Training Offers, Scholarship Programs, LinkedIn Learning and more). - To be part of a company that...


  • Montréal, QC, Canada Custom Brands Group Full time

    Hunter Douglas is the world’s leading manufacturer of window coverings and a major manufacturer of architectural products. We are a brand that you know and trust. With more than 100 years of innovation, we’ve defined our industry with proprietary products that deliver revolutionary style and functionality and can be found in millions of homes and...


  • Montréal, QC, Canada SKF Full time

    **Location**: - Montreal - Quebec **Industry**: - Sales & Customer Service **Job ID**: - 1423 **Date Published**: - 28-Aug-2024 **Salary**: - $81000 to $97000 Per Year **Bilingual Account Manager*** Location: Greater Montreal, QC Area. **About SKF**: **SKF has been making the world spin since 1907!** SKF is an industry-leading manufacturer...


  • Montréal, QC, Canada HunterDouglas Full time

    Montreal, Quebec, Canada **Description**: Hunter Douglas is the world’s leading manufacturer of window coverings and a major manufacturer of architectural products. We are a brand that you know and trust. With more than 100 years of innovation, we’ve defined our industry with proprietary products that deliver revolutionary style and functionality and...

  • Trust Administrator

    5 months ago


    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Maternity leave replacement with possibility of a permanent position within BMO Private Wealth Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and...


  • Montréal, QC, Canada Compass Group Full time

    You might not know our name, but you know where we are. That’s because Compass Group Canada is part of a global foodservice and support services company that’s the 6th largest employer in the world, with 625,000 employees. You’ll find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues,...


  • Montréal, QC, Canada McCarthy Tétrault LLP Full time

    **Job Description**: At McCarthy Tétrault, we offer challenging and rewarding career opportunities and are delighted to have been selected for the eleventh consecutive year in 2023 as one of _Canada’s Top 100 Employers_ and one of _Canada’s Best Diversity Employers_. Our culture is built on professional excellence, collaboration, innovation, thought...


  • Montréal, QC, Canada Groupe Corwik Full time

    Location: Montreal Position: Accounts Receivable Coordinator Company in the fashion industry is looking to hire an Accounts Receivable Coordinator. Reporting directly to the Credit Supervisor, you will be an integral part of the accounts receivable and finance team and will play a major role in the organization. The responsibilities of this position...

  • Regional Estate

    5 months ago


    Montréal, Canada MD Financial Management Full time

    Requisition ID: 182337 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Regional Estate

    6 months ago


    Montréal, Canada Scotiabank Full time

    Requisition ID: 175589 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Trust Administrator

    5 months ago


    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **This role will support a Trust Officer in the team and will be responsible for all administrative duties.** Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management...