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Trust and Collections Specialist

5 hours ago

Vancouver, Washington, United States KPMG Full time CA$55,000 - CA$82,000
Overview

At KPMG, you'll be joining a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. 

The Specialist Trust & Collections plays a vital role of KPMG Law's Business Enablement team and is focused on supporting KPMG Law Leadership in achieving key business metrics. 50% of the role will be related to Trust Clerk responsibilities and 50% will be related to client collections. 


What you will do

Trust Clerk (50 %) 

  • Process time-sensitive deposit and withdrawal transactions as directed by legal teams in conjunction with AR, AP and Treasury, ensuring forms are accurately completed and reconciled to trust records, and organized and detailed financial documentation is maintained

  • Ensure compliance with Law Society regulations and risk requirements

  • Suggest process improvements and maintain compliance with Law Society requirements across all provinces

  • Monitor and coordinate the disbursement of inactive trust funds

  • Respond to queries from stakeholders (legal teams, Central Finance, banking representatives) in a prompt and professional manner

  • Ad hoc financial reporting and analysis 

Client Collections (50 %) 

  • Day to Day management of client accounts, including reconciliation, collection calls, dispute identification and resolution

  • Locate and notify clients of past due balances by telephone, email etc.

  • Respond to internal and external client account inquiries

  • Interact with the appropriate departments to research outstanding balances and resolve client issues

  • Work with partners, managers and administrative staff on client information that will improve the timeliness of billings and collections

  • Implement our collection management processes and procedures in a professional manner to maximize recovery and minimize debt, while maintaining the client relationship


What you bring to the role
  • College or University degree in Business, Finance or Accounting. 
  • Strong knowledge of accounting preferred 
  • Minimum two years' experience in a related field. 
  • Experience in a law firm or similar role is an asset. 
  • Strong interpersonal and organization skills required. 
  • Ability to work independently and prioritize with time-sensitive transactions. 
  • Advanced skills with IBS considered an asset. 

KPMG Ontario Region Pay Range Information

The expected base salary range for this position is $55,000 to $82,000 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.

KPMG BC Region Pay Range Information

The expected base salary range for this position is $55,000 to $82,000 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.

Providing you with the support you need to be at your best

Our Values, The KPMG Way

Integrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.

Adjustments and accommodations throughout the recruitment process

At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG's Employee Relations Service team by calling

AI Usage

We embrace the use of artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. AI tools may help with organizing applications or surfacing relevant qualifications. However, no hiring decisions are made using AI. Every hiring decision is made by our hiring managers and recruitment professionals, who are equipped with training that empowers them to use these tools responsibly. AI technologies used in our recruitment process undergo detailed risk assessments, including security and privacy requirements, that align with KPMG's Trusted AI framework.

We believe technology should empower human judgment, not replace it. It's one of the many ways we're delivering on our vision of being a technology-first, people-driven firm.