Trust Officer

Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. They are seeking a Trust Officer for their Toronto office, responsible for processing trust transactions, initiating bank transactions, and ensuring compliance with firm policies.

Responsibilities

• Processing (recording) trust transactions in ELITE 3E
• Initiating bank transactions of trust funds through online portals
• Reviewing all trust instructions for compliance with Firm policies
• Preparing bank deposits, wire instructions to banks and trust cheques
• Placing and liquidating investments of clients’ trust funds, as instructed
• Ad hoc analyses and reporting on trust activity
• Reviewing and filing of trust instruction documentation and escrow agreements

Skills

• 1-3 years of Trust experience
• Degree / diploma in accounting or business
• Previous experience in a similar role in a law firm is required
• Detail oriented with good communication & organizational skills
• Strong computer skills and experience with Microsoft Office Suite, particularly EXCEL
• Knowledge of provincial law societies' trust rules and regulations, an asset
• Familiarity with ELITE 3E and online cash management banking software, an asset

Benefits

• Competitive compensation + Extended Health & Dental Care
• RRSP Matching Program
• Education/tuition allowance
• Fitness Reimbursement Program
• Diversity and Inclusion Centric Culture
• A Culture of Wellness: Cassels recognizes the importance of wellness and provides a comprehensive program that addresses the mental and physical well-being of our employees by providing resources, services, training and support on an ongoing basis.
• A fully stocked kitchen with healthy snacks, plus coffee, tea, and drinks throughout the year.
• A business casual dress code (client/day specific)
• Employee referral bonus.
• A hybrid work environment

Company Overview