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Trust account administrator

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Job Description - Trust account administrator

The opportunity
We are looking for a talented trust account administrator to join our Auckland team. This is an excellent opportunity for someone who enjoys working with financial data, has a knack for anticipating and resolving issues, and excels at staying organised in a fast-paced environment.



The role
In this role, you will manage the end-to-end process of financial settlements related to legal transactions, ensuring accuracy, compliance, and efficiency throughout. You will act as a key liaison between clients, banks, and internal teams, facilitating seamless transactions and maintaining clear communication. Your responsibilities will also include keeping meticulous financial records, performing regular reconciliations, and collaborating closely with the financial operations team to ensure all regulatory and legal standards are met.



Key responsibilities include:



  • Processing trust account transactions, including deposits, withdrawals, and transfers, while ensuring all activities are transparent and compliant with legal and regulatory requirements.

  • Acting as a primary point of contact for clients, banks, and internal teams to ensure alignment and smooth transaction flow.

  • Maintaining accurate and up-to-date records of all transactions and conducting regular reconciliations to safeguard the integrity of financial data.

  • Actively contributing to process improvement initiatives within the finance team.

  • Working closely with the finance team to operate and maintain the Trust Management System.



What matters to us
We value people who bring fresh perspectives, are passionate about their work, and demonstrate curiosity and innovation. As our trust account administrator, you will be highly client-focused and build strong relationships with partners, solicitors, the senior leadership team, and colleagues across finance and business operations. You will report directly to the Trust Account Manager.



To succeed in this role, you will ideally have:



  • Effective communication skills to engage with a range of stakeholders.

  • Strong analytical ability to interpret financial data and understand its impact on transactions.

  • The ability to anticipate and identify issues, and implement effective solutions promptly.

  • Excellent organisational and time management skills, with a proven ability to prioritise tasks.

  • A commitment to consistently delivering high-quality, accurate work.



Qualifications, experience and knowledge required



  • A tertiary qualification in Finance, Business Administration, or a related field is preferred.

  • Previous experience in a settlements or similar role within a legal or financial services environment is advantageous.

  • Experience with financial software and proficiency in the Microsoft Office Suite.



What we offer


A career with us gives you the opportunity to work with a wide range of people that are motivated to help shape the future of business in New Zealand.  We offer a range of benefits that enable you to be the best you can be, such as opportunities for ongoing professional and personal development, flexible working practices, health insurance benefits, social events, charity initiatives and wellbeing-focused programmes.



About us


We are a full-service commercial law firm with three offices, 46 partners and over 300 permanent people.  Our culture and the focus on collaboration is the foundation of who we are and in joining us, you will feel valued, connected and supported.  You will work in a collaborative environment where you can grow while feeling balanced in your personal and professional life.  We bring the highest quality approach to everything we do and measure our success by the exceptional experiences we provide.  Our purpose is to empower our people to be extraordinary and in turn, help our clients achieve extraordinary things.



To apply


If you are looking for a new challenge and want to be part of a supportive and collaborative team, we would love to hear from you.  Please apply by sending your CV and short cover letter via the apply button or to [email protected].



Together we grow, Ka tipu tahi tatau.


Buddle Findlay is recruiting directly for this role and will only be accepting direct applications at this stage.


 

Original job Trust account administrator posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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