This is a critical role responsible for the day-to-day administration and processing of trust account transactions, ensuring accuracy, compliance, and integrity across all trust accounting functions.

Key Responsibilities

• Daily reconciliation of trust account bank accounts.
• Processing trust account receipts and payments across multiple banking platforms.
• Managing same-day cleared payments and transfers.
• Maintaining multiple deposit schemes.
• Conducting trust account audits, exception reporting, and compliance controls.
• Supporting AML/CFT compliance requirements.
• Processing quarterly interest and monthly regulatory reporting.
• Assisting with client billing activities, online billing platforms, and client statements.
• Supporting client onboarding, matter administration, and related administrative processes.
• Contributing to process improvement initiatives and operational efficiencies.

About You
To be successful, you will have:

• Strong administration experience, ideally working in a legal environment or one involving high-volume transaction processing.
• Exceptional attention to detail and numerical accuracy.
• Advanced Microsoft Office skills, particularly Word, Outlook, and Excel.
• Strong organisational and time-management abilities.
• Proven analytical and problem-solving skills.
• The ability to manage competing priorities and meet deadlines.
• High levels of professionalism, integrity, and discretion.
• Confidence learning and working with new systems and technology.

Benefits
Join a hard-working and ambitious team who work collaboratively and offer a great social culture. Based in the CBD, you'll operate out of modern offices close to cafes and shops. A competitive salary is on offer along with a  wellbeing allowance. 


For a confidential chat about this role, please contact Liz Sloan at CoLegal Recruitment – liz@colegal.co.nz or 027 211 6718.
  
Looking for something different? We recruit for legal roles across New Zealand so if you’re looking for a change, let’s have a chat about the market. View our full list of legal roles here: www.colegal.co.nz/jobs