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Trust account manager

Adelaide
Clelands Lawyers
Accountancy Manager
Posted: 16 December
Offer description

About Us

Clelands Lawyers is a close-knit team dedicated to delivering exceptional legal service and practical solutions for our clients. Our team of experienced lawyers and specialist staff provide expert advice across family law, commercial law, wills, estates, and succession planning. We pride ourselves on a collaborative culture, attention to detail, and achieving the best possible outcomes tailored to our clients' individual needs.

Summary and Role of the Position and its Responsibilities / Duties

The Trust and Account Manager will play a crucial role in ensuring the accurate and efficient management of our general and trust accounting records. This position will work closely with the Business Manager to maintain a high standard of accounting records that are in compliance with legal and regulatory requirements.

Key Responsibilities:

Trust Accounting:

Maintain an accurate knowledge of the requirements of the trust accounting requirements under the Legal Practitioners Act.

* Maintain compliance with trust accounting requirements under the Legal Practitioners Act
* Daily reconciliation of trust accounts and maintenance of all trust records
* Prepare monthly trust reports and manage controlled money and term deposit accounts
* Maintain audit-ready records and assist with Law Society and annual external audits
* Complete compliance reporting, including irregularities and bi-annual Combined Trust Account contributions

Financial Management:

* Prepare financial information which is timely and accurate to ensure compliance and assist in business decision making.
* Daily reconciliation of office accounts, including receipts, payments, and direct debits
* Process disbursements, invoices, and payment schedules with accurate record-keeping

What We're Looking For:

* Is confident, organised and detail-focused
* Communicates clearly and professionally with clients and colleagues
* Enjoys working collaboratively in a supportive team environment

Why Join Us?

* A supportive and inclusive culture that genuinely values teamwork and balance
* Opportunities for professional growth and ongoing development
* A role where your attention to detail and initiative are recognised and appreciated
* A modern office in Adelaide with a welcoming and down-to-earth team

Apply Now:

* Click Apply Now or Send your CV to

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