Trust Officer
Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. They are seeking a Trust Officer for their Toronto office, responsible for processing trust transactions, initiating bank transactions, and ensuring compliance with firm policies.
Responsibilities
- Processing (recording) trust transactions in ELITE 3E
- Initiating bank transactions of trust funds through online portals
- Reviewing all trust instructions for compliance with Firm policies
- Preparing bank deposits, wire instructions to banks and trust cheques
- Placing and liquidating investments of clients’ trust funds, as instructed
- Ad hoc analyses and reporting on trust activity
- Reviewing and filing of trust instruction documentation and escrow agreements
Skills
- 1-3 years of Trust experience
- Degree / diploma in accounting or business
- Previous experience in a similar role in a law firm is required
- Detail oriented with good communication & organizational skills
- Strong computer skills and experience with Microsoft Office Suite, particularly EXCEL
- Knowledge of provincial law societies' trust rules and regulations, an asset
- Familiarity with ELITE 3E and online cash management banking software, an asset
Benefits
- Competitive compensation + Extended Health & Dental Care
- RRSP Matching Program
- Education/tuition allowance
- Fitness Reimbursement Program
- Diversity and Inclusion Centric Culture
- A Culture of Wellness: Cassels recognizes the importance of wellness and provides a comprehensive program that addresses the mental and physical well-being of our employees by providing resources, services, training and support on an ongoing basis.
- A fully stocked kitchen with healthy snacks, plus coffee, tea, and drinks throughout the year.
- A business casual dress code (client/day specific)
- Employee referral bonus.
- A hybrid work environment
Company Overview