Client Investment Administrator - Melbourne, Australia - Maddocks

Maddocks

Verified Company

Melbourne, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

We are a modern Australian law firm with a leading reputation. We focus on exceptional service, operational excellence and being at the forefront of employee experience. We work closely with Australian and international businesses, organisations and governments.

About the role
We have a fantastic opportunity for a Client Investment Administrator to join our team.

Reporting to the Finance Manager, the key responsibility of this role will be to ensure client investments are maintained in accordance with the Legal Profession Uniform Law.

Further responsibilities will include:

Arranging withdrawals or closing investment trust accounts as required
Processing deposits and withdrawals and reconciling the controlled monies ledger to bank statements to ensure all transactions have been recorded correctly
Creating or updating financial statements for all relevant parties at closure of the account, financial year end or as otherwise required
Preparing information on investment accounts for inclusion in the annual trust audit reports, as per the Legal Profession Uniform Law
Assisting trust account auditors with any queries they may have in the audit of the firm's trust accounts, and assisting the Finance Supervisor in preparing the firm's annual audit reports

You will also work with the wider finance team to ensure the Accounts department operates efficiently, including by providing assistance in responding to general accounts enquiries.

This is a full time position with a standard 37 1⁄2 hour working week however due to the nature of the role, additional hours may be required during critical periods.

About you

Ideally, you will have experience working within a finance team (for example, in Accounts Payable/Receivable) and you will be looking to make the next move in your career.

You will also have the following skills and experience:

Trust Account experience
Understanding of Trust Account Rules
Strong communication skills for internal and external liaison
Attention to detail
Team player
A high sense of confidentiality and discretion
Excellent time management skills to meet cyclical demands
Strong organisational skills and the ability to coordinate multiple tasks
Familiarity with the use of Word, Excel and a computerised practice management system such as Expert.

Most importantly, you will be a team player who is proactive and is looking to join a team where you can grow and develop your career.

Why join Maddocks?
Maddocks is simply a great place to do great work.

We foster a culture of collaboration, learning and engagement where you will experience:

A diverse and inclusive workplace:

We have been named an employer of Choice for Gender Equality by the Workforce Gender Equality Agency (WGEA) every year since 2004 along with being named a Bronze Employer at the Australian Workplace Equality Index's 2022 LGBTQ Inclusion Awards.

We promote diversity internally through our Maddocks Gender Equality, Maddocks CALD and Maddocks Pride groups.

Career Development:

Learn and develop through structured learning and development programs at each stage of your career and study support programs.

Community involvement:

give back to the communities in which we operate through our thriving pro bono and grants programs and staff volunteering initiatives.

Work flexibly:

work in a hybrid way with part of your week in the office and support to set up your home office.

Wellbeing & Benefits:

access to up to 20 weeks paid parental leave, discounted gym memberships & health insurance, salary continuance insurance, Employee Assistance Program and parents and carers wellbeing programs.

Our people are our greatest advocates and we believe this is a result of our inclusive culture and focus on complex and interesting work.

**Ready for your next career move? Make your Move to Maddocks