Trust Coordinator

2 weeks ago

Calgary, Canada Fasken Martineau DuMoulin LLP Full time

Fasken is a leading international business law and litigation firm. With over 800 lawyers, we have offices in Vancouver, Surrey, Calgary, Toronto, Ottawa, Montréal, Québec City, London, and Johannesburg. We provide strategic and thoughtful advice in virtually all areas of business law to a broad range of clients including close to half of the Fortune 100 companies, corporate clients, government agencies, regulatory authorities, non-profit bodies and individual clients.

We are a high-achieving, professional, entrepreneurial, team-oriented, and friendly place to work. We are committed to diversity and inclusion and offer a welcoming environment for all people. While we are here to service our clients and are a deadline-driven industry, we look to be innovative, and there are opportunities to participate in initiatives which make a difference in our firm and community.

**Trust Coordinator (Finance & Accounting Department) - Calgary, AB**

**1+ Year Maternity Leave Contract**

**Job Summary**

**To us, success means**:

- A strong client service approach - ready, willing, and able
- Strong research, investigative and problem solving skills with the ability to exercise judgement to resolve related issues
- Being extremely accurate with high attention to detail
- Strong communication skills (both verbal and written) when dealing with lawyers, clients, staff and third parties
- Excellent interpersonal skills
- Being highly organized in prioritizing work to be able to consistently meet deadlines within a fast paced work environment
- Being a self-starter with the ability to work in a collaborative team based environment
- Being aware of ethical walls and able to maintain confidentiality.

**Primary Responsibilities**

**Trusts**
- Process trust transaction as needed - trust deposits, investments and disbursements;
- Receive cheques and deposit into trust account;
- Post deposits to client’s matter;
- Process Trust cheque requisitions from Lawyers;
- Move funds in and out of investment accounts;
- Post interest to investment accounts;
- Get cheques certified/bank drafts;
- Follow up Inactive Funds in Trust;
- Prepare Daily and Monthly Trust Reconciliations;
- Assist with Law Society Annual Reports;
- Assist CDIC annual report;
- Coordinate Law Society of Alberta membership dues for existing, departing and new hires;
- Coordinate Alberta Insurance for existing, departing and new hires;
- Represent Calgary office in any local or national project that involves Trust;
- Follow up stale dated cheques;
- Follow up with Departing Lawyer on matters with Active Trust funds;
- Support Front office in relation to Trust matters.

**Cash Receipts**
- Post General electronic payments in a daily basis
- Deposit and post general cheque payments.
- Other projects as assigned by the Financial Controller.

**Required Knowledge and Experience**
- College diploma in Business preferably specializing in Accounting, or an accounting certificate;
- Minimum of five (5) years related experience;
- Working knowledge with computer software including MS Word and Excel;
- Working knowledge of a computerized accounting system (3E is an asset);
- Superior customer services skills when dealing with internal and external clients; ability to remain professional, confident, use common sense and be tactful;
- Excellent organizational skills and the ability to coordinate and complete multiple tasks, and ability to work with minimum supervision;
- Working knowledge with Law Society of Alberta rules and policies;
- Extreme accuracy and attention to detail;
- Team player.

**Supervisor**
- This role reports to the** Financial Controller.**

**What we offer**:
Join our friendly, collaborative and rewarding work environment where your professional development is supported, and your contributions are encouraged and valued. In a full-time contract role, with a minimum of one year in length, we offer the following:

- A competitive salary
- Flexible medical and dental benefits, including telemedicine services
- Hybrid work flexibility
- Employee and family assistance program (EFAP)
- Paid vacation and sick days
- Personal days
- Wellness subsidy
- Monthly transportation subsidy for office commuting
- Opportunities to give back to your community through Firm initiatives

**Diversity and Inclusion**

At Fasken we believe a diverse workplace comprises individuals with unique backgrounds, characteristics and qualities. An inclusive workplace creates an equitable environment where individuals are respected and where they are welcome. Fasken is committed to diversity and inclusion in all that we do.

**Accessibility and Accommodation**

**Background and Reference Checks**

Any offer of employment may be conditional upon full background checks including a criminal record check, a credit check, employment and educational verification.

**Your Application**

**NO AGENCIES, PLEASE

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