Trust Lead (Vancouver)

Trust Lead (Vancouver)

28 Oct
|
BCLMA
|
Vancouver

28 Oct

BCLMA

Vancouver

Who We Are
Clark Wilson LLP is a leading, creative law firm in British Columbia. For over 100 years, we’ve proudly advised clients on a comprehensive range of legal issues and with over 200 professionals serving some of the most recognizable brands in the world, we’ve built a culture of collaboration, inclusivity, and excellence.
As leaders in our markets, we continue to grow by fostering strong relationships, delivering exceptional service, and empowering our people to succeed. We are consistently recognized for our professional achievements, and we take pride in creating a workplace where people enjoy coming to work every day.
How You’ll Help Us Better Service Our Clients
The Trust Lead supports the Firm’s trust administration, financial controls, compliance, and client service requirements, ensuring trust transactions are processed accurately, efficiently, and in accordance with applicable legislation, Law Society requirements, and Firm policies.
Reporting to the Controller, this role is responsible for overseeing and coordinating day-to-day trust activities, including trust receipts, payouts, transfers, stale-dated cheques, invested trust accounts, and related tax reporting. The Trust Lead works closely with lawyers,



Legal Administrative Assistants, Accounting, banking representatives, and internal and external auditors to ensure trust transactions are properly authorized, documented, recorded, and completed within required timelines.
This role serves as a key resource for trust administration within the Firm, providing guidance on processes and requirements, identifying and escalating potential risks or discrepancies, and supporting consistent and compliant practices.
What You’ll Be Doing
Manage trust receipts by processing retainer and non-retainer funds received through wire transfers, cheques, credit cards, and direct deposits, ensuring transactions are accurately recorded and appropriately documented.
Review and maintain supporting documentation for trust transactions and ensure records are complete, accurate, and properly filed.
Monitor and follow up on unclaimed trust funds, working closely with lawyers and legal assistants to resolve outstanding items.
Administer stale-dated cheques, including obtaining instructions from responsible lawyers, reversing transactions in the case management system, coordinating stop payments with the

📌 Trust Lead (Vancouver)
🏢 BCLMA
📍 Vancouver

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