Membership and Trust Specialist

About Us :

Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors.

We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and Calgary.

Our Culture :

At Cassels, our mission is to attract, retain and promote individuals of exceptional ability and talent from as broad a range of backgrounds as possible.

We offer meaningful career opportunities, invest in professional growth, and foster an inclusive environment. Our Firm’s success is built on the unique skills, perspectives, experiences and values of each individual.

We encourage a corporate culture that respects and celebrates the dignity, value and diversity of all.

Role Overview :

Our Toronto office is currently recruiting for a Membership and Trust Specialist in our Accounting Department, reporting to our Manager, Accounts Payable and Trust.

This role requires a candidate who will ensure that all memberships for professional staff are kept current and paid on time.

This includes various law societies, professional organizations, and professional liability insurance. As well as a candidate who is detailed oriented with strong organizational and time management skills, ability to handle multiple tasks to meet deadlines.

The successful candidate will be responsible for :

Invoice Processing Firm’s Insurance / Lawyer’s Professional Liability Insurance :

Management and Invoice Processing Law Society and CBA Memberships :

• Main Firm contact for inquires & questions
• Annual Renewals
• Membership support to the lawyers
• Lawyers Annual Report
• Annual Practice Declaration (BC)

Other Law Society Memberships :

• Provide info to lawyers wanting to get called to the bar in additional provinces
• Confirm with practice group chairs for approval for expenses
• Process invoices & annual fees associated with the additional Law Society memberships

Advocates’ Society :

Annual Renewal

Ontario, Alberta, & BC Bar Association Section Enrollment :

Annual renewal

Toronto Lawyers’ Association

Annual Renewal

On & Off Boarding of Lawyers and Students Hire back :

• Request certificate of good standing from applicable law society
• Process invoices related to bar call, memberships, & insurance
• Notify applicable law society, provincial insurer, and CBA of the lawyers start and departure date at Cassels
• Keeping up to date list of Active lawyers
• LawPro application assistance
• Renewal and new application of BC business license

Investigation of prior year in active Trust Balances :

• Review client matters to ensure no WIP or AR balance to offset the Trust balance
• Gather all the backup information of the Trust balance, work with lawyers and legal assistants to locate and identify the owner of this balance
• Conduct MTO or Corporate search if necessary to find out the current contact address to return the Trust balance.
• Close interaction with lawyers, legal assistants, and Law Society on unclaimed balance

Additional Duties :

Assist with special projects or other duties as assigned

The successful candidate must have the following education, experience and / or demonstrated skills :

• Diploma or Post secondary education ideally in accounting
• Experience with accounting software (such as 3E)
• Preference for those candidates with previous experience in a law firm, knowledge of trust balance activity is an asset
• Intermediate knowledge of Excel (V lookups, Pivot tables, etc.)
• Ability to work in a fast-paced environment and demonstrate initiative to complete tasks
• Detailed oriented with strong organizational and time management skills, ability to handle multiple tasks to meet deadlines
• Strong interpersonal skills and comfortable communicating with professional staff

Employment Type : Permanent, Full-Time

What we offer :

• Competitive compensation + Extended Health & Dental Care
• RRSP Matching Program
• Education / tuition allowance
• Fitness Reimbursement Program
• Diversity and Inclusion Centric Culture
• A Culture of Wellness : Cassels recognizes the importance of wellness and provides a comprehensive program that addresses the mental and physical well-being of our employees by providing resources, services, training and support on an ongoing basis.
• A fully stocked kitchen with healthy snacks, plus coffee, tea, and drinks throughout the year.
• A business casual dress code (client / day specific)
• Employee referral bonus.
• A hybrid work environment

Cassels is an equal opportunity employer with a strong commitment to diversity, inclusion, equity and an accessible environment.

It is our priority to remove barriers to provide equal access to employment. We strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities and / or people with intersectional identities.

All qualified candidates are encouraged to apply, and we will provide appropriate accommodation for candidates with disabilities or accessibility needs throughout the recruitment process, upon request.

Please contact our recruiter for any questions, accommodations or specific requests.

We wish to thank all applicants for their interest, however, only candidates selected for interviews will be contacted. We regret that we are unable to respond to individual inquiries about application status, unless required for accommodation purposes.