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Trust Account Specialist
Clyde & Co. Process outgoing trust transactions accurately and on a timely basis .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust accounting processes, including transaction processing, bank reconciliations, and trust reporting, while ensuring compliance with internal controls. Possesses strong analytical skills and attention to detail, facilitating effective communication and collaboration with legal teams and banking partners.
Highest-signal resume keywords
Trust Accounting ExperienceBank ReconciliationMicrosoft Excel ProficiencyTrust ReportingProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust Transactions ProcessingTrust DisbursementsWire TransfersFinancial ReportingBank ReconciliationAccounting Systems ExperienceElite 3E KnowledgeMicrosoft ExcelMicrosoft Word
Soft Skills
Analytical SkillsAttention to DetailOrganizational SkillsCommunication SkillsProblem-Solving Skills
Industry Keywords
Trust AccountingProfessional ServicesLegal TeamsComplianceFinancial Systems
About the role
Key responsibilities & impact- Process outgoing trust transactions accurately and on a timely basis
- Confirm transaction details with legal teams as needed and ensure compliance with internal controls and applicable trust accounting requirements
- Prepare trust disbursements including scheduled payment runs, rush cheques, and wire transfers
- Monitor trust account balances and follow up with legal teams
- Assist with bank reconciliations and month-end analysis
- Investigate and help resolve outstanding or unreconciled items
- Prepare monthly and annual trust reports
- Respond to information questions and requests from Finance and other departments
- Liaise with banking partners to open client-specific trust accounts
- Review procedures, identify control gaps, and ensure established controls are followed
- Identify and recommend process improvements
- Support special projects including financial system implementations, software rollouts, testing, and process enhancements
- Provide guidance and training to legal and administrative personnel
- Maintain organized electronic and physical trust records
- Support the Finance and Accounting team with other duties and initiatives
Requirements
What you’ll need- College diploma or university degree, preferably in Accounting, Finance, Business Administration, or a related discipline; an equivalent combination of education and relevant experience will be considered
- Minimum of two years of experience in trust accounting within a law firm or other professional services environment
- Experience processing trust receipts and disbursements, wire transfers, trust reporting, and bank reconciliation items is preferred
- Experience working with accounting or financial systems is preferred
- Knowledge of Elite 3E and/or Enterprise financial software is considered an asset but is not required
- Intermediate to advanced proficiency in Microsoft Excel
- Working knowledge of Microsoft Word
- Sound judgment and strong analytical and problem-solving skills
- Exceptional attention to detail
- Strong organizational, prioritization, and time-management skills
- Professional and diplomatic communication skills
- High standards of integrity, discretion, and confidentiality when handling client funds and sensitive information
- Self-motivated, dependable, and proactive
- Ability to work effectively both independently and collaboratively in a team environment
- French written and oral communication skills are considered an asset
Benefits
Comp & perks- Hybrid work flexibility
- Generous paid time off
- Holidays
- Annual “wellbeing” day
- Medical, dental, and vision coverage for you and your family
- Comprehensive short-term disability coverage
- Enhanced long-term disability plans
- Referral bonuses
- Mentorship
- Global training programs
- Career development support
- Social events
- Volunteer and community service initiatives
- Professional development opportunities
- Six months fully paid parental leave for all parents regardless of gender or path to parenthood