AddressIn this pivotal role, you will play a vital part in overseeing the day-to-day operations of our national Trust Function. You will be entrusted with ensuring all processes, documentation, and handling of trust monies adhere to Trust Regulations and our internal firm policies.
Responsibilities
- Take complete ownership of the daily operations for six trust accounts.
- Process all trust fund receipts and payments with accuracy and efficiency.
- Conduct thorough daily reconciliations of trust bank accounts, ensuring flawless accuracy.
- Set up trust account payments meticulously, adhering to internal procedures and obtaining timely Partner authorisation.
- Maintain clear and consistent communication with all stakeholders across the firm, keeping them informed of trust account obligations.
- Guarantee unwavering compliance with trust account regulations as outlined by the relevant state Law Societies.
- Prepare comprehensive monthly trust reports for review by the Financial Accounting Manager.
- Champion paperless strategies within the trust function, actively transitioning towards electronic paperwork and filing.
- Reconcile and follow up on dormant trust monies in a timely manner, as per established firm policy.
- Distribute client trust account statements promptly to ensure transparency.
- Prepare yearly reports for trust audits and liaise effectively with auditors and Law Societies representatives.
- Verify State requirements for Special Deposit Accounts (SDAs) and meticulously maintain appropriate balances.
- Stay abreast of all relevant legislation and Law Society trust account regulations, communicating any changes promptly within the firm.
- Assist the Accounts Payable team with invoice and payment entry when necessary.
- Provide support to the Collections team with cash receipting as required.
- A meticulous eye for detail, coupled with exceptional organisational skills.
- A self-motivated individual with a proactive approach to problem-solving and a solutions-oriented mindset.
- Excellent communication skills that allow you to clearly articulate information across all levels of the firm.
- Prior trust accounting experience within a legal firm environment is highly regarded.
- Studying towards or possessing an Accounting Degree/Diploma is a significant advantage.
We Offer a Dynamic And Supportive Work Environment That Values Your Contributions And Fosters Your Professional Growth. Here's What Sets Us Apart
- Industry Leaders & Innovation Pioneers: We're not just keeping pace with the legal industry; we're shaping its future. We're proud to be the first Australian law firm to launch Cicero, the first AI product designed specifically for legal professionals in Australia.
- Recognised Excellence: Our dedication to excellence has been acknowledged by Best Lawyers in 2025, ranking us as the best insurance law firm in Australia. Additionally, we consistently rank in the top tier (band 1) for insurance law across legal directories.
- FLEX for all: We care about client outcomes, quality, and business and cultural contributions. If you can make that work by working part-time, working “irregular hours” or working from home - then so can we.
- Our culture: This is what sets us apart. Collegiate, open, innovative, passionate about everything we do.
- We give back to the community: Join us in CSR activities to support our charity partners, from building houses in Cambodia, participating in fun runs or baking cup cakes, there's a way for everyone to contribute.
- Leaders of the pack: Work with a firm that understands its purpose, has a singular focus on the insurance industry, being ranked as one of the fastest growing law firms in Australia.
- Supporting you: We are a people first business. We offer generous parental leave entitlements, purchased annual leave, home office allowances, education assistance, Employee Assistance Program and many more.
Please navigate via the “apply now” link.
We are committed to fostering an inclusive and diverse workplace at Wotton + Kearney. As part of our dedication to accessibility, we strive to support candidates with disabilities throughout the interview process. If you require any accommodations or assistance during the application and interview stages please contact Ellie Guy, Talent Acquisition Business Partner on (02) 9071 1***.
Additional information
- Casual role, WHV welcome to apply!
- Working in our Finance team assisting with our trust accounting
- Stunning CBD offices with WFH options
