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About the Role

The Bookkeeper is responsible for the exploration and resolution of financial matters that arise from formal Trusteeships and informal arrangements with licensees. This includes reviewing licensee books and records, reconciling trust accounts, drafting reports to counsel, reviewing client files, determining entitlement to trust funds, and processing fund distributions.

Responsibilities

• Reviews licensee books and records, financial documents, and client files to reconcile trust accounts and determine proper client ledger allocations and distributions.
• Liaises with financial institutions to request and receive trust funds and financial documentation.
• Liaises with trust claimants, beneficiaries, and others as necessary.
• Reports on activities to Counsel and/or Team Managers and administers distribution of funds held in trust.
• Provides assistance and support to the Officer responsible for bookkeeping activities and maintenance of the Unclaimed Trust Fund.
• May provide affidavit evidence and/or oral testimony or submissions related to trusteeship matters.
• May assist licensees, their family members, estate trustees, assisting colleagues and/or successor licensees on financial matters relating to practice windup.
• May attend on practice recoveries to assist with the general recovery of a practice and/or with the recovery of financial documents, data, and digital devices.
• Examines accounting and bookkeeping records and files maintained by licensees, identifying and advising counsel of apparent deficiencies, discrepancies, and shortfalls.
• Helps to facilitate the identification, recovery and cataloguing of financial records related to a licensee’s professional business.
• Assists Counsel in the preparation of court materials, provides affidavit evidence and/or testifies as a witness.
• Assists Officer with bookkeeping activities and maintenance of the Unclaimed Trust Fund.
• Contributes to the development of standardized practices, guidelines, and procedures in the administration of Trusteeships from an accounting and bookkeeping perspective.
• Maintains own caseload and works with other members of the Trustee Services department to establish, monitor and continuously improve processes and case management performance targets.
• Assesses policies and procedures, and proactively identifies opportunities for policy development or change in areas related to trusteeships and related activities.
• Participates in the development of policy and procedures when assigned.
• Works closely with Trustee Services staff in the administration of Trusteeships informal practice wind-up matters, and the Unclaimed Trust Fund.
• Promotes the sharing and transfer of knowledge and information amongst team members.

Requirements

• Minimum of 5 years’ accounting or bookkeeping experience in a law office or legal environment.
• Familiarity with law firm billing and bookkeeping software, and specifically, PC Law, is required.
• Experience reconciling law practice accounts, maintaining client trust ledgers is required.
• A broad exposure to various types of client matters is desirable.
• Solid understanding of the Law Society’s rules, legislation and by-laws relating to law firm accounting.
• Solid understanding of the Law Society’s mandate, services, legislation, and policies.
• Previous experience in a legal environment.
• Concise, well organized writing skills in the preparation of reports and allocation of funds.
• Strong analytical skills.
• Ability to multitask efficiently with a great attention to detail.
• Computer literacy, including word processing software, advanced spreadsheet functions and accounting system software.
• High proficiency in PC Law required.
• Experience with other law firm computer programs is desirable.

Skills

• Bookkeeping
• Accounting
• Financial reconciliation
• Report drafting
• Client file review
• Trust fund distribution
• PC Law
• Spreadsheet software
• Word processing software
• Analytical skills
• Attention to detail
• Multitasking

Location

• Osgoode Hall

Work Type

• Full-time

Experience Level

• Minimum of 5 years’ accounting or bookkeeping experience

Benefits

• Defined contribution pension plan
• Health and dental benefits plan
• Robust Employee and Family Assistance Plan (EFAP)

About the Company

• At Law Society of Ontario we believe in the importance of a collaborative and supportive work environment that provides high quality and professional service to the public, lawyers and paralegals, and other stakeholders.
• We value each member of our team and invest in your professional learning and development.
• We provide access to the resources needed to support professional growth.
• Mental health and well-being is a priority.
• Our progressive employment policies, high levels of employee engagement and the impressive architecture and beautiful grounds of the historic Osgoode Hall, there are many reasons to work at the Law Society.

Equal Opportunity

• The Law Society of Ontario values and respects diversity. We are committed to creating an accessible, barrier-free and inclusive workplace in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). Please make any requirement you may have for accommodation during the recruitment process known when contacted.
• If you are unable to apply to this position due to the requirement for an accommodation of any kind, please email us at hr@lso.ca or call 416-947-3475.
• The Law Society of Ontario does not use Artificial Intelligence (AI) tools to screen, assess, or select applicants during the hiring process at present.