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