Job Description
- Minimum of 5 years’ experience working on attorneys’ trust accounts.
- Relevant tertiary education would be beneficial.
- Experience in Lexpro Bookkeeping.
Key Responsibilities:
- Post and/or reconcile all trust account transactions in compliance with legislation.
- Prepare and maintain accurate trust account reconciliations on a monthly basis.
- Ensure there are no trust shortages and investigate discrepancies promptly.
- Process trust account payments in accordance with firm policies and client instructions.
- Ensure correct allocation of deposits and payments to the appropriate matters.
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