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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Trust Account Management, including daily operations, reconciliations, and compliance with jurisdiction regulations. Proficient in using legal practice management systems and possesses strong communication and numeracy skills.
Highest-signal resume keywords
Trust Account ProcessingLegal Practice Management SystemExcel ProficiencyStrong Verbal CommunicationTrust Record Keeping Compliance
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 Operations ManagementBank ReconciliationTrust Receipts ProcessingTrust Statements ProcessingPEXA SettlementsTrust Journals ProcessingEnd-of-Month ReportingLandgate PaymentsSAILIS Payments
Soft Skills
Strong Written CommunicationNumeracy SkillsIndependent WorkTask Prioritization
Tools & Technologies
Elite 3eMicrosoft ExcelMicrosoft Word
Industry Keywords
Trust ClerkProfessional ServicesIn-House Finance TeamsTrust Operations Audit
About the role
Key responsibilities & impact- Manage the daily trust operations for Melbourne Trust accounts
- Provide day-to-day support to the business
- Work closely with the Finance team and liaise with internal stakeholders and external partners
- Reconcile the firm’s Trust bank accounts and client settlement funds daily
- Process Trust receipts, Trust statements, payments and PEXA settlements daily
- Process Trust journals and Trust to Office payments
- Prepare monthly bank reconciliations and end-of-month reports
- Ensure Trust record keeping complies with relevant jurisdiction regulations
- Respond to trust queries from internal staff, banks and clients
- Assist external auditors with the annual Trust operations audit
- Process Landgate and SAILIS payments
- Provide backup support for the Sydney Accounts Clerk
Requirements
What you’ll need- 2–5 years’ experience as a Trust Clerk in a professional services environment
- Knowledge of trust account processing requirements as applied to law firms
- Familiarity with a legal practice management system such as Elite 3e
- Competent Excel and Word skills
- Knowledge and experience working within in-house finance teams at a transactional level
- Strong verbal and written communication skills, with strong numeracy skills
- Ability to work independently and prioritise tasks
- CV, Cover Letter, and academic transcripts required for application
Benefits
Comp & perks- Equitable salary packaging, incentive pay and rewards
- Salary continuous insurance (for permanent employees or employees on a 6 month or more maximum term contract basis)
- Salary sacrificing and novated leases
- 5 days Bonus Leave per year after 12 months of service
- Additional leave options
- Equal family leave for all genders (including kinship groups)
- Floating public holidays for days of cultural significance
- Exclusive retailer discounts
- Offices designed for collaboration on Gadigal, Naarm, Yuggera, Kaurna and Whadjuk land
- Learning & Development opportunities
- Generous health and wellbeing programs
- Agile and flexible working for all
- Social and diversity networks providing year-round events
- Opportunities to undertake pro-bono legal work
