Trust Clerk - Halifax, NS or Saint John, NB
About The Position
Stewart McKelvey is seeking a detail-oriented and organized Trust Clerk to join their Finance team. This role involves overseeing the firm's daily trust deposits and withdrawals, ensuring accurate processing in compliance with provincial trust regulations. The Trust Clerk will manage trust funds, process various transactions through the firm's electronic payment system, respond to lawyers' requests for trust account reporting, address inquiries from various stakeholders, and reconcile trust records. The position also includes providing back-up coverage, participating in departmental projects, and performing other assigned duties. The firm emphasizes a modern, diverse, and innovative future, investing in people with diverse perspectives and offering a culture that supports flexible work arrangements, wellness, and competitive compensation.
Requirements
- Knowledge of the Nova Scotia Barristers' Society & the Law Society of New Brunswick’s Trust Account Regulations or a demonstrated willingness to learn and apply them.
- Strong proficiency in Microsoft Excel.
- Strong proficiency in electronic database management.
- Exceptional attention to detail.
- Strong organizational skills.
- Ability to manage multiple priorities.
Nice To Haves
- Relevant post-secondary education and/or experience in accounting, banking, finance, or a related field.
Responsibilities
- Oversee the Firm's daily trust deposits and withdrawals, ensuring all transactions are processed accurately and in compliance with provincial trust regulations.
- Process trust deposits and withdrawals in accordance with provincial trust regulations.
- Invest and manage trust funds in daily interest, term deposit, and Trusteed accounts.
- Input and process a variety of transactions through the Firm's electronic payment system.
- Respond to lawyers' requests for trust account reporting and activity.
- Address inquiries from banks, lawyers, support staff, and clients.
- Reconcile and maintain trust records to ensure accuracy and compliance.
- Provide back-up coverage as required, including processing Service Nova Scotia Trust and Service New Brunswick trust transactions.
- Participate in departmental projects.
- Perform other duties as assigned.
Benefits
- A generous paid time-off package including vacation time, sick time and “flex days”
- Group Retirement Plan with employer contribution matching
- A top rate flexible health and dental plan
- An annual wellness allowance, for a broad range of eligible expenses, such as fitness memberships and fees, fitness equipment, general health & wellness support, personal development courses, and home office expenses
- A “Dress for your Day” policy
- Assistance for continuing education
- Social events and staff retreats
- A positive and fun work environment where we value inclusion and mutual respect
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
