Job Description
DUTIES & RESPONSIBILITIES
Record daily trust receipts in Actionstep (allocate to the correct matter/client)
Process and record trust payments in Actionstep (ensure correct matter coding and supporting documents)
Maintain accurate trust ledgers and ensure transactions are complete and properly described
Support the Finance/Trust team with basic follow-ups for missing information (e.g., remitter details, references, approvals)
Key skills / requirements:
Strong attention to detail and accuracy (trust funds environment)
Comfortable working with high-volume transactions and deadlines
Clear written and verbal communication skills (able to follow up on missing references/approvals and confirm the correct matter/file for allocation)
Actionstep experience preferred but not required(training will be provided)
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