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
- Cassels Brock & Blackwell LLP is a Canadian law firm focused on serving the transaction, advocacy, and advisory needs of the country’s most dynamic business sectors. It was founded in 1888, and is headquartered in Toronto, Ontario, CA, with a workforce of 501-1000 employees. Its website is http://www.cassels.com.