Trust Officer

Job Description

About us: \n

At Colin Biggers & Paisley, we’re here to make a difference. We are a unique legal practice and we believe in what we do. This applies to the solutions we create for our clients, the contribution we make to our communities and the careers we build for our people.

About us: \n

At Colin Biggers & Paisley, we’re here to make a difference. We are a unique legal practice and we believe in what we do. This applies to the solutions we create for our clients, the contribution we make to our communities and the careers we build for our people.

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We are lawyers of choice in the construction, property and insurance industries and maintain a strong presence in the areas of employment and safety, banking and finance, corporate and commercial and litigation and dispute resolution.

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Our values of balance, respect, loyalty and integrity underpin everything we do. Our culture focuses on excellence without losing sight of work-life balance. We are committed to supporting the health, safety and wellbeing of our people.

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We continually invest in our people, including learning and development opportunities and offer a formal mentoring program. We also offer other benefits such as health and fitness perks, rewards and recognition, complimentary massages and professional memberships.

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We don’t just recognise our role as a corporate citizen, we put words into actions. The Colin Biggers & Paisley Foundation brings together our entire community offering and is comprised of three streams - pro bono legal services, volunteering and charitable contributions. To ensure maximum impact, the core strategy of our Foundation is to promote and protect the rights of women and children and Aboriginal and Torres Strait Islander peoples.

About the role: \n

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• Manage and coordinate the National general trust accounts, including trust bank reconciliations, trust receipting, trust payments, trust journals, PEXA verifications, trust account bank signatories and statutory deposit
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• Manage and coordinate the controlled money accounts, including account openings and closures, month end reconciliations, and processing receipts and payments in 3E
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• Manage and coordinate the trust audits
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• Processing of daily trust EFT receipting, including management of the trust unknowns ledger
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• Assist with new client/matter openings resulting from the Elite 3E workflow process
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• Assist with other Finance team related duties and enquiries as and when required
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The successful candidate: \n

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• Previous experience in a similar role, ideally within the professional services industry
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• Knowledge of trust regulations of VIC, QLD and NSW an advantage
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• Proficiency with Microsoft Office packages (Word, Excel, PowerPoint, Outlook)
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• Experience working with 3E Practice Management System or similar
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• Organise and prioritise workload, be flexible, work autonomously and to tight timeframes
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• Communicate effectively with all members of the practice
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• Respect and enhance CBP's culture and align with CBP's strategic goals
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Join the team: \n

Our culture focuses on excellence without losing sight of work-life balance. We work hard for our clients but we also make sure we put our people first. Whether it's taking advantage of our discounted gym memberships across Australia, joining one of our all-star sports teams or enjoying a complimentary massage, Colin Biggers & Paisley offers a suite of unique employee benefits.

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Our people are given every opportunity for both career progression and personal growth. We continually invest in our people and support and encourage them as they grow within the practice.

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Inclusion and Diversity is a priority for us. “Diversity” to us means diversity in gender, age, ethnicity, religion, sexual orientation and ability, and “inclusion” for us means inclusion for all. We are committed to fostering a truly diverse workforce that is inclusive of everyone. Our aim is to be recognised as a leading provider of inclusion and diversity in the legal profession.

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We welcome applications from all backgrounds regardless of gender identity, age, sexual orientation, disability or ethnicity.

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