Trust Accounts Assistant

The Trust Accounts Assistant provides comprehensive accounts support to the Finance Manager, and the Trust Account Manager and assist with a wide range of accounting functions. They assist with all trust account transactions to ensure the trust account is accurate and balanced daily – which will involve property settlements.

Reporting to the Trust Account Manager, key Responsibilities will include:

  • Daily receipting and client payments
  • Managing IBD payments & Withdrawals
  • Managing dormant balances
  • Preparing RWT certificates and interest calculations
  • Assisting with billing

We are looking for an individual with excellent communication skills, both written and verbal as you will be dealing with a range of stakeholders and are expected to exceed their expectations.

What you will bring to the role:

  • At least 3 years experience in a similar role
  • Previous experience working with trust accounts
  • Exceptional data entry
  • High level attention to detail and accuracy
  • Excellent customer service skills

Interested? Apply now, or send your CV to Carmel – carmel@assetrec.co.nz