Trust Account Manager

6 months ago


Christchurch, New Zealand Leo Legal Recruitment Full time

Trust Account Manager

Christchurch
- Are you an experienced and professional Legal Trust Account Manager looking for a new opportunity or a change of direction?
- Attractive salary, plus carpark and phone.

Expanding full-service practice.

Convivial and cheerful team.

Role overview
- Our client, a long-standing Christchurch practice, is seeking to appoint an experienced full-time Trust Account Manager to join their growing team. Sadly, after nearly a decade, their existing Trust Account Manager is leaving to pursue other opportunities.

You will be working alongside a group of dedicated and supportive professionals in a convivial and cheerful office environment. This role has plenty of variety and includes responsibility for:

- Trust Account processing and administration;
- Daily balancing and monthly reporting in OneLaw;
- The creation of templates and precedents;
- I.T. (software) support;
- Relief office administration duties from time to time.

It would also be desirable if you have had experience in AML Administration and Compliance.
- Benefits include
- An attractive remuneration package - including a carpark and phone;
- Being part of a team who will value both you and your contribution to the firm; and
- A relaxed friendly office with a convivial and enjoyable atmosphere.
- Selection criteria
- You will have had previous experience in the administration of a Legal Trust Account, including:

- Setting up of bank payments;
- Processing, balancing and reconciling Trust Accounts on a daily and monthly basis;
- Preparing monthly New Zealand Law Society reports; and
- Assisting partners and staff with statements and queries.

As part of the final selection process a Police Check will be required.
- This role would ideally suit a self-composed individual, who has a positive and pro-active attitude. If you can see yourself being part of this friendly team of professionals, please contact Leonie to discuss this role further.

Refer a Friend - Score $500 - see details here

**Job Type**:Full Time**Job Location**:Christchurch



  • Christchurch, New Zealand Public Trust Full time

    **Ko wai mātou | About Us** Public Trust is New Zealand's largest trustee services organisation, providing specialist advice on a range of legal, financial, investment, trust, and estate management services to individuals, families, and businesses. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their...


  • Christchurch, New Zealand Public Trust Full time

    Are you an employee looking for the way back to the Public Trust intranet?Fee Protect Account Manager - 9 Month Fixed TermPublic Trust is New Zealand's largest trustee services organisation, providing specialist advice on a range of legal, financial, investment, trust, and estate management services to individuals, families, and businesses. As a...

  • Accounting Manager

    6 months ago


    Christchurch, New Zealand Madison Recruitment Full time

    Small-to-medium Chartered Accounting firm - Upcoming shareholding opportunities - Cost-covered CPA training **About the Company**: Our North Canterbury based client is a trusted and locally reputable firm, who specialise in providing commercial and rural clients with individually tailored accounting services. They pride themselves on generating solutions...

  • Trustee

    2 months ago


    Christchurch, New Zealand Public Trust Full time

    **Ko wai mātou | About Us** Public Trust is New Zealand's largest trustee services organisation, providing specialist advice on a range of legal, financial, investment, trust and estate management services to individuals, families, and businesses. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their...

  • Senior Trustee

    4 weeks ago


    Christchurch, New Zealand Public Trust Full time

    Are you an employee looking for the way back to the Public Trust intranet?At Public Trust, we help New Zealanders protect what matters most to them and their whanau. Our wide range of services make the tricky parts of life a little simpler, so our customers can get back to doing what they love.Our retail business works with customers on their estate plans -...


  • Christchurch, New Zealand Onecall Full time

    The key focus of the role is to be an Account Manager for the IT Services team supporting our client base in Canterbury. As such, you will provide direct assistance to a set of existing Customers selling IT Managed Services, Security Services, Voice Services, IT equipment, and Cloud services.This role will suit a person with experience within an MSP who is...


  • Christchurch, New Zealand Onecall Full time

    The key focus of the role is to be an Account Manager for the IT Services team supporting our client base in Canterbury. As such, you will provide direct assistance to a set of existing Customers selling IT Managed Services, Security Services, Voice Services, IT equipment, and Cloud services. This role will suit a person with experience within an MSP who is...

  • Senior Trustee

    1 month ago


    Christchurch, New Zealand Public Trust Full time

    **Ko wai mātou | About Us** At Public Trust we help New Zealanders protect what matters most to them and their whānau. Our wide range of services make the tricky parts of life a little simpler, so our customers can get back to doing what they love. Our retail business works with customers on their estate plans - predominantly by writing wills, enduring...

  • Account Manager

    5 days ago


    Christchurch, New Zealand Onside Full time

    About us Onside is a growing, well-backed Agri-tech SaaS business, delivering risk management software tailored to the rural sector.As recognised leaders in biosecurity, our purpose is clear: to give rural communities the freedom to grow.From tracking disease outbreaks to monitoring movements, our high-tech approach to biosecurity sets a new standard in...


  • Christchurch, New Zealand Onecall Full time

    The key focus of the role is to be an Account Manager for the IT Services team supporting our client base in Canterbury. As such, you will provide direct assistance to a set of existing Customers selling IT Managed Services, Security Services, Voice Services, IT equipment, and Cloud services. This role will suit a person with experience within an MSP who is...

  • Account Manager

    4 months ago


    Christchurch, New Zealand OMD NZ Full time

    Why choose us? Culture The culture at OMD NZ is simply one of a kind. We have a culture that we're very proud of over here in Mt Eden, with plenty of initiatives and events throughout the year which constantly creates a buzz around the office as well as strong bonds between employees. Flexible Working Flexible working is built on trust and open communication...

  • Senior Account Manager

    6 months ago


    Christchurch, New Zealand Aon Corporation Full time

    Posting Description: **Senior Account Manager** Do you come from a strong background in commercial or large business brokering, and are looking to join a team of risk advisors. Are you looking for an opportunity to relocate for work life balance, or a change in lifestyle? Then our Christchurch team might have that role for you. The team cover a range of...

  • Account Manager

    2 months ago


    Christchurch, New Zealand Cgr Services Full time

    Why choose us?CultureThe culture at OMD NZ is simply one of a kind. We have a culture that we're very proud of over here in Mt Eden, with plenty of initiatives and events throughout the year which constantly creates a buzz around the office as well as strong bonds between employees.Flexible WorkingFlexible working is built on trust and open communication...


  • Christchurch, New Zealand DKSH Full time

    **Location**:Christchurch, NZ, NZ**Drive Growth. Be the Difference.** At DKSH, our mission is to enhance lives by connecting people with exceptional products, services, and insights. As the trusted partner for companies looking to expand their reach in Asia and beyond, we are dedicated to driving growth across our Business Units: Consumer Goods, Healthcare,...

  • Senior Account Manager

    14 hours ago


    Christchurch, New Zealand Onside Limited Full time

    About usOnside is a growing, well-backed Agri-tech SaaS business, delivering risk management software tailored to the rural sector. As recognised leaders in biosecurity, our purpose is clear: to give rural communities the freedom to grow. From tracking disease outbreaks to monitoring movements, our high-tech approach to biosecurity sets a new standard in...


  • Christchurch, New Zealand Onside Limited Full time

    About usOnside is a growing, well-backed Agri-tech SaaS business, delivering risk management software tailored to the rural sector. As recognised leaders in biosecurity, our purpose is clear: to give rural communities the freedom to grow. From tracking disease outbreaks to monitoring movements, our high-tech approach to biosecurity sets a new standard in...

  • Senior Account Manager

    14 hours ago


    Christchurch, New Zealand Onside Limited Full time

    About us Onside is a growing, well-backed Agri-tech SaaS business, delivering risk management software tailored to the rural sector. As recognised leaders in biosecurity, our purpose is clear: to give rural communities the freedom to grow. From tracking disease outbreaks to monitoring movements, our high-tech approach to biosecurity sets a new standard in...


  • Christchurch, New Zealand Onside Limited Full time

    About us Onside is a growing, well-backed Agri-tech SaaS business, delivering risk management software tailored to the rural sector. As recognised leaders in biosecurity, our purpose is clear: to give rural communities the freedom to grow. From tracking disease outbreaks to monitoring movements, our high-tech approach to biosecurity sets a new standard in...

  • Account Executive

    1 week ago


    Christchurch, New Zealand WTW Full time

    **Description**: This role will work within our Pacific Team in Christchurch or Auckland, assisting an Account Manager in all aspects of client service to maintain and grow an existing book of business. The portfolio will cover a variety of general lines, including domestic, medical, fire, and professional lines. You will support the senior broker in...

  • Account Manager

    6 months ago


    Christchurch, New Zealand Aon Corporation Full time

    Posting Description: **Account Executive - Aviation** Do you come from a strong insurance background and are looking for something different, or wanting to specialise in an area that will not only challenge you, but broaden your experience and knowledge in insurance? This role is just that. The opportunity gives you training on aviation insurance while...