Trust Account Team Leader

1 week ago


Auckland City, New Zealand Chapman Tripp Full time

We are looking for an enthusiastic self-starter to take the lead on providing our trust account services for the firm, including managing the Trust Account Administrators and ensuring that trust activity is resourced, administered and delivered to the highest levels of customer satisfaction. Chapman Tripp manages one of the largest trust accounts across New Zealand, so this is a key role for the firm, with multiple internal and external stakeholders.

**The role will involve supervising and actioning the following**:

- Receiving and checking receipt and cheque requests
- Preparing account journals and general Trust account requests
- Ensuring all appropriate authorisations have been obtained
- Reconciliations for the national Trust account and Foreign Currency Trust funds
- Management of the Trust account including daily deposits, withdrawals, transfers and Term Deposits
- Settlements using ASB Fastnet, ANZ Direct Online and Westpac Corporate Online
- Preparing and processing AML Prescribed Transactions Reports
- Annual preparation of Trust account statements
- Monthly and quarterly reporting
- Providing back-up to the Accounts team

**You will bring**:

- Previous Trust or Accounts experience
- Proven understanding of compliance processes, systems and policies
- Senior team member or team leadership exposure
- Strong time management and prioritisation skills
- Excellent communication and relationship building skills
- Professionalism and confidentiality
- High attention to detail and process orientation
- Team focus and collaborative style
- Passion for delivering a superb customer experience

**Working for Chapman Tripp**:

- Flexible working style and supportive leadership
- Inclusive and diverse culture and team
- Challenging and varied work in a fantastic environment
- Ongoing learning and development
- Competitive salary and benefits package including healthcare, and wellbeing allowance

Our firm is full of people who enjoy a challenge, collaboration and are prepared to have a lot of fun along the way. We are committed to providing a workplace where all our people can thrive and enjoy coming to work each day. We cultivate a flexible and supportive workplace environment that equally meets the needs of our people and our firm.



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