Trust Officer

Job Description

Title: Trust Officer

Company Name: Norton Rose Fulbright

Vacancy: 3

Job Location: Australia, New South Wales, Sydney, CBD, Inner West & Eastern Suburbs, sydney

Employment Status: Full Time

Norton Rose Fulbright is a global law firm. We provide the world's pre-eminent corporations and financial institutions with a full business law service. We have more than 4000 lawyers operating from 58 offices worldwide in Europe, Asia Pacific, Canada, Africa, the Middle East, Latin America, the Americas and Central Asia.

We currently have an opportunity for an experienced Trust Officer to join our finance team, based in either Brisbane or Sydney. In this role you will maintain Trust and Controlled Money accounts, deal with Trust enquires, prepare Trust reports, bank payments and processing of PEXA entries.

About the role:

  • Ensure adherence to Law Society rules and regulations in regard to all trust transactions
  • Process trust payments via either cheque, EFT or PEXA
  • Collect bank cheques/send telegraphic transfers for settlements
  • Process trust to office transfers to pay outstanding bills
  • Process trust to trust transfers
  • Receipt cash, cheques and direct deposits into Practice Management System (PMS)
  • Deposit trust daily banking into firm bank account
  • Enter trust bank statement daily into PMS
  • Maintain the firm's investments register
  • Liaise with banks on current interest rates and any issues that arise
  • Monthly preparation of the trust bank reconciliation
  • Ensure unpresented trust cheques are followed up monthly
  • Follow up of dormant trust balances monthly
  • Complete, analyse and review regular trust reports and firm reports as required
  • Ensure that the statutory deposit accounts are maintained on a regular basis (if required)
  • Preparation of the annual Trust Audit and liaising with external examiners (auditors)
  • Meet regularly with team to discuss any changes or outstanding issues relating to trust account operations

About you:

  • Minimum 2 years' experience demonstrating strong working knowledge of trust and controlled monies in a legal environment is desirable
  • Knowledge of Legal Profession Regulation or Legal Profession Uniform Law and related regulations in the jurisdictions in which the firm operates with respect to trust accounts and controlled money accounts;
  • Demonstrated ability to deliver exceptional customer service to internal and external clients;
  • Ability to influence stakeholders including obtaining necessary approvals within required timeframes, liaising with financial institutions to extend deadlines etc;
  • Strong attention to detail, analytical and investigative skills
  • Strong written and verbal communication skills
  • Experience of working in a professional services environment

The successful candidate will need to be an energetic, driven and focused individual. At Norton Rose Fulbright Australia, you will be rewarded with genuine career prospects and an excellent team environment renowned for its collaborative culture, passion for client service and professional development opportunities. Remuneration will be commensurate with relevant experience.

Please note that we are not accepting applications submitted by recruitment agencies for this position.

Norton Rose Fulbright values diversity and strives to create an inclusive environment where all employees can bring their whole selves to work. We embrace the opportunity to contribute to the communities in which we work which underpins our strong Corporate Social Responsibility (CSR) program. We provide a range of opportunities in which our people can make a difference to their local and global communities including through pro bono legal work, charitable giving, volunteering and support for the environment.

We are proud that Norton Rose Fulbright in Australia has been recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA) as well as a silver employer for LGBTI Inclusion through the Australian Workplace Equality Index.

We encourage Aboriginal and Torres Strait Islander candidates to apply.

To apply online please click the 'Apply' button below. It is the policy of NRFA Group to provide workplace adjustments for qualified persons with disabilities who are employees or applicants for employment. If you need assistance or adjustments to fully participate in the application/interview process, please contact Scott Baker on 02 9330 8578 or [email protected] .

If you are trans or gender diverse and would like a confidential discussion before applying, please contact Yvette Borradale (03) 8686 6003 or Scott Baker (02) 9330 8578.

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