Bilingual Trust Accounts Coordinator

At McCarthy Tétrault, we offer challenging and rewarding career opportunities and are delighted to have been selected for the eleventh consecutive year in 2023 as one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers. Our culture is built on professional excellence, collaboration, innovation, thought leadership and entrepreneurialism. We embrace inclusion in all its forms and we provide the tools and opportunities to help our people develop to their full potential.

Bilingualism is required as this is a collaborative role at the national level and the candidate will be handling and following up on various requests from the firm lawyers who has both French and English speaking clients. This position also requires the candidate to be able to interact seamlessly with Lawyers and Colleagues in our offices across Canada on a daily basis, where English is the predominant language. This position must be performed in English and French, and in order to ensure that the employee in this position can perform their duties autonomously and effectively, candidates for this position must be able to communicate appropriately in French and English both orally and in writing.

This position is based out of Montreal. McCarthy Tétrault employees benefit from a hybrid work environment.

As a Bilingual Trust Accounts Coordinator, you will be:

• Supervising day-to-day trust operations.
• Providing guidance to other departments like A/P and Cash application.
• Performing clerical functions related to trust accounting, including the following:
  • Handling trust deposits, including preparing bank deposits and updating trust registers. Record wire transfers received in our trust accounts
  • Preparing and distributing trust cheques as required.
  • Preparing wire transfers and obtain the required electronic signatures from partners.
  • Establishing, redeeming and coordinating with banks and staff/lawyers, all trust investments and updating registers accordingly.
  • Ensuring that reconciling items on monthly bank reconciliations are cleared on a timely basis.
  • Handling trust inquiries from staff, lawyers and banks as required.
  • Reconciling and distributing annual T5’s received from the banks.
  • Gathering beneficiary information to prepare the T3 returns.
  • Posting monthly and annual interests of invested funds.
  • Adhering to all law society trust rules and firm trust policies.
  • Filing/imaging all documents relating to trust for proper audit trails.
  • Preparing trust analysis reports as required.
• Acting as back-up for other accounting positions and special projects as required.
• Completing law society annual trust forms as required.
• Preparing annual trust balance information for banks for insurance purposes (CDIC).

As our ideal candidate, you will distinguish yourself by the following profile:

• College Diploma in Accounting.
• Minimum 3 years of accounting experience.
• Experience with banking is an asset.
• Excellent attention to detail and accuracy.
• Basic accounting skills.
• Bilingualism (French and English, oral and written).

As a member of the McCarthy team, you will have access to:

• Outstanding benefits from day one, including insurance premiums paid by the Firm and wellness and technology reimbursements.
• Competitive compensation, paid overtime and generous time off, including a day off to volunteer and a day off for your birthday.
• A commitment to professional development and growth opportunities for our people at all levels, supported by a culture that fully embraces and encourages two-way feedback.
• Strong community involvement and a commitment to equity, diversity and inclusion.
• A collaborative, cohesive culture that connects lawyers and business teams through collective purpose.

We thank all applicants for their interest in McCarthy Tétrault; however, only chosen applicants will be contacted. We regret that we are unable to respond to individual inquiries about application status. McCarthy Tétrault is an equal opportunity employer that fosters an inclusive, equitable, and accessible environment. Please notify us if you require accommodation at any time during the recruitment process.