Trust Funds Specialist

March 16 2023
Categories Bank, Insurance, Financial services, Financial Accounting,
Calgary, AB • Full time

Hybrid work schedule - Calgary office

Norton Rose Fulbright Canada LLP is currently seeking a Trust Funds Specialist to join our Calgary Finance Department. This position will report to the Trust Funds Team Lead. The Trust Funds Specialist will provide support primarily to the Calgary office team in the area of Trust Accounting. The primary responsibilities of the position are outlined below:

You will be focusing on:

  • Managing of Trust fund accounts, in compliance with the Law Society rules and Firm policies
  • Issuing and posting of outgoing payments, including wire transfers using multiple bank platforms and cheque payments
  • Performing internal bank transfers between internal accounts
  • Preparing daily bank deposits and posting of Trust Deposits including cheques, EFT's and credit cards
  • Processing matter to matter transfers
  • Handling of FX conversion requests
  • Creating, Opening and Closing of investment accounts
  • Performing daily reconciliation of pooled trust accounts and investment accounts
  • Liaising with internal and external stakeholders in a timely manner
  • Liaising with bank contacts and signing officers to help facilitate transactions
  • Reconciling and issuing of end of year T5's
  • Posting and reconciling of SEDAR disbursements
  • Assisting in annual Lawyer filing
  • Assisting other team members

What you bring to the role:

  • Minimum of 3-5 years of experience in a Trust accounting role or in a similar capacity within a legal environment
  • Solid understanding of full Accounting cycle
  • Knowledge in Law Society rules relating to Trust Accounting is preferred
  • Knowledge of SAP financial system is preferred but not mandatory
  • Strong software application skills including intermediate knowledge of Excel
  • Highly motivated with strong interpersonal skills
  • Ability to work in a fast-paced environment with tight deadlines
  • Be a self-starter who is capable of working both independently and in a group setting
  • Possess excellent oral and written skills
  • Exceptional analytical and problem-solving skills

Why join our team:

  • Hybrid work environment
  • Retirement savings plan with employer contribution
  • Benefit premiums paid by the firm
  • Telemedicine services
  • Wellness matters: Flexible health and wellness allowance that covers much more than gym memberships!
  • Training and development programs based on your interests and needs

Ready to join a proactive and modern firm that provides an exceptional career experience in an inclusive and collaborative environment? Come join us!

As a global law firm, we embrace a culture of excellence and working hard, but always with a focus on flexibility, respect, diversity and openness. We strive to create an equitable, inclusive environment where everyone can bring their whole self to work and realize their career potential.

To find out more about how we integrate diversity, equity and inclusion in everything we do please click here .

If you are unable to apply for a position online or require any reasonable adjustments during the recruiting process, please contact to further discuss your needs.

Please take note that at Norton Rose Fulbright applicants who receive an employment offer will be required to provide proof of full vaccination upon arrival at the firm as a condition of employment. Norton Rose Fulbright will accommodate those who are unable to get vaccinated due to protected grounds.

We thank all candidates for their applications, but please note that we will be contacting only those whom we invite for an interview.

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