Trust Specialist

5 months ago

Toronto, Canada Osler Full time

Osler, Hoskin & Harcourt LLP is one of Canada’s leading business law firms. Advising many of Canada’s corporate leaders, as well as U.S. and international parties with extensive interest in Canada, our more than 1,000 firm members are based in offices in Toronto, Montréal, Ottawa, Vancouver, Calgary and New York.

Osler prides itself on attracting and maintaining some of the brightest talent in the legal field. Our lawyers, students, management and staff have created a unique firm culture which nurtures mentoring and the exchange of ideas. Osler is a dynamic and exciting place to begin a career or carve out a new path. We care about our staff and the working environment here proves it

Pease note: this is a 12 month contract opportunity.

**Major Responsibilities**:

- Identify and Evaluate Dormant Trust Accounts: Conduct thorough reviews of dormant trust accounts to assess their status, outstanding balances, and relevant documentation.
- Beneficiary Location: Utilize investigative techniques, resources, and communication skills to locate beneficiaries or rightful recipients of trust funds.
- Collaboration: Interact and collaborate with lawyers, legal assistants, accounting staff, and firm management to collect relevant information and coordinate trust fund distribution processes.
- Documentation Preparation: Prepare necessary documentation and letters to remit funds to the Law Society and/or return to clients.
- Compliance Adherence: Ensure all actions and processes comply with the relevant legal and regulatory requirements set forth by the Law Society and other governing bodies.
- Communication and Reporting: Maintain clear and open communication regarding the progress of dormant trust cleanup and returning funds.
- Persistent Follow-Up: Demonstrate persistence in pursuing dormant trust beneficiaries, following up with legal professionals and/or their LAs and clearing balances from the trust account.
- Record Keeping: Maintain accurate and organized records of all actions, communications, and updates related to the dormant trust cleanup process.
- Independence: Work independently to manage multiple tasks efficiently within the contract's timeframe.
- Performance Measurement: Evaluate results based on the amount of funds successfully cleared from dormant trust accounts during the contract period.

**Position Requirements**:

- Education and Experience_

The position requires a Community College diploma (accounting courses are an asset) and a minimum of three to five years of experience in finance and/or legal industry. An equivalent combination of education, training and experience may be acceptable.
- Knowledge and Skills_
- Persistent and determined attitude to tackle challenges and follow up on outstanding balances
- Confidence in dealing with various stakeholders
- Ability to work independently, yet communicate effectively with a team
- Microsoft Suite - Excel, Word, Outlook and Teams
- DocuSign - electronic document sharing/signing tool to obtain authorizations
- Aderant Expert - post daily trust transactions
- Adobe Acrobat Pro - merge files and usage of fillable PDFs
- Sound judgement and analytical skills
- Attention to details and accuracy with numbers is paramount
- Very strong oral and written communication and interpersonal skills
- Bi-lingual (English & French) is an asset

For the safety of firm members and visitors, Osler is committed to complying with the recommendations of public health authorities, including with respect to adopting mandatory vaccination policies. Employment at Osler is therefore conditional on complying with any vaccination policies that Osler may adopt from time to time in response to the recommendations of public health authorities.

We are currently working in a hybrid work arrangement, which includes a requirement to work partially in the office.

**Accessibility and Accommodation**

**Background and Reference Checks**

Please note that any offer of employment will be conditional upon background and reference checks, including a criminal record check, credit check, and employment and educational verifications.

If you have the required background with the ability to provide exceptional customer service and wish to work in one of Canada's leading law firms, please reply in confidence with a cover letter and résumé by the closing date.

LI -Hybrid

LI-AC1

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