Overview
Trust Coordinator Jobs in Ottawa, Canada at Fasken
Overview
Permanent Position – Hybrid. Reporting to the Financial Controller, the Trust Coordinator is responsible for providing accurate, timely, and professional trust accounting support for the Toronto office. The successful candidate will support trust-related financial operations while ensuring compliance with regulatory requirements and Firm policies. This role works closely with lawyers, legal assistants, front office, and Finance team members, and requires a collaborative, detail-oriented, and client-service focused approach while maintaining the highest standards of accuracy, confidentiality, and professionalism.
Responsibilities
- Process trust transactions, including trust deposits, investments, and disbursements.
- Receive trust cheques and ensure timely deposit to trust accounts.
- Post trust deposits to client matters accurately.
- Process trust cheque requisitions from lawyers.
- Transfer funds in and out of trust investment accounts.
- Post interest to trust investment accounts.
- Arrange for certified cheques and bank drafts as required.
- Monitor and follow up on inactive trust balances.
- Prepare daily and monthly trust reconciliations.
- Assist with annual reporting and compliance requirements mandated by the Law Society of Ontario (LSO), CDIC, and other applicable external regulatory bodies.
- Represent the Toronto office in local or national Trust‑related initiatives or projects.
- Follow up on stale‑dated trust cheques.
- Liaise with departing lawyers regarding matters with active trust balances.
- Provide trust‑related support to Front Office and internal stakeholders.
- Post electronic payments on a daily basis.
- Deposit and post general cheque payments.
- Support additional projects and duties as assigned by the Financial Controller.
Qualifications
- College diploma in Business, preferably with a specialization in Accounting, or an accounting certificate.
- Minimum of three (3) to five (5) years of related trust accounting experience.
- Working knowledge of Microsoft Office applications, including Word and Excel.
- Experience with computerized accounting systems;
Elite 3E is considered an asset. - Working knowledge of Law Society of Ontario trust accounting rules and policies.
- Strong customer service skills with the ability to remain professional, tactful, and confident when dealing with internal and external clients.
- Excellent organizational skills with the ability to manage multiple priorities and work with minimal supervision.
- Exceptional attention to detail and accuracy.
- Strong interpersonal skills and a collaborative, team‑oriented approach.
Compensation
$65,000 to $75,000 per annum. Pay range to be commensurate with experience.
Background and Reference Checks
Any offer of employment may be conditional upon references and full background checks including a criminal record check, a credit check, employment and educational verifications.
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Title: Trust Coordinator
Company: Fasken
Location: Ottawa, Canada
Category:
