About Us:Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canadas most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and Calgary.Our Culture:At Cassels, our mission is to attract, retain and promote individuals of exceptional ability and talent from as broad a range of backgrounds as possible. We offer meaningful career opportunities, invest in professional growth, and foster an inclusive environment. Our Firms success is built on the unique skills, perspectives, experiences and values of each individual. We encourage a corporate culture that respects and celebrates the dignity, value and diversity of all.Role Overview:Our Toronto office is currently recruiting for a Lead Trust Officer to join our Accounting Department, reporting to the Director of Finance. The successful candidate must be able to work independently as well as being flexible with great customer service skills.The successful candidate will be responsible for:Managing a staff of five, including hiring, training and managing performanceEnsuring that allocation of work is monitored and distributed to maintain high levels of customer serviceProviding leadership and guidance to the team, fostering a collaborative and productive work environment.Conducting regular team meetings to discuss progress, address issues, and plan future activities.Mentoring and developing team members, providing opportunities for professional growth and skill enhancement.Processing (recording) trust transactions in ELITE 3E.Initiating banking transactions of trust funds through online portals.Reviewing all trust instructions for compliance with Firm policies.Preparing bank deposits, wire instructions to banks and trust cheques.Placing and liquidating investments of clients trust funds, as instructed.Ad hoc analyses and reporting on trust activity.Reviewing and filing of trust instruction documentation and escrow agreements.The successful candidate must have the following education, experience and/or demonstrated skills:4-5 years of Trust experience, with a proven track record of managing trust operations in a fast-paced environment.Minimum 3 years of experience in supervising staff, including hiring, training, performance evaluations, and conflict resolutionDegree / diploma in accounting or business, with a strong understanding of financial principles and trust regulations.Previous experience in a similar role in a law firm is requiredDetail oriented with good communication & organizational skills, capable of managing multiple tasks and priorities effectivelyStrong computer skills and experience with Microsoft Office Suite, particularly EXCEL.Knowledge of provincial law societies trust rules and regulations, ensuring compliance with legal standards.Familiarity with ELITE 3E and online cash management banking software, an asset.Employment Type: Permanent, Full-TimeWhat We Offer:Competitive compensation + Extended Health & Dental Care.RRSP Matching Program.Education/tuition allowance.Fitness Reimbursement Program.Diversity and Inclusion Centric Culture.A Culture of Wellness: Cassels recognizes the importance of wellness and provides a comprehensive program that addresses the mental and physical well-being of our employees by providing resources, services, training and support on an ongoing basis.A fully stocked kitchen with healthy snacks, plus coffee, tea, and drinks throughout the year.A business casual dress code (client/day specific).Employee referral bonus.A hybrid work environment.Cassels is an equal opportunity employer with a strong commitment to diversity, inclusion, equity and an accessible environment. It is our priority to remove barriers to provide equal access to employment. We strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities and/or people with intersectional identities. All qualified candidates are encouraged to apply, and we will provide appropriate accommodation for candidates with disabilities or accessibility needs throughout the recruitment process, upon request. Please contact our recruiter for any questions, accommodations or specific requests.We wish to thank all applicants for their interest, however, only candidates selected for interviews will be contacted. We regret that we are unable to respond to individual inquiries about application status, unless required for accommodation purposes.
Job Title
Lead Trust Officer