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Trust Account Administrator 2022

Trust Account Administrator 2022
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One of the important duties of a solicitor practising on their own account is to maintain clear and reliable trust account records, which must be up to date and in compliance with professional duties and trust accounting regulations. The day-to-day duties of trust account recording frequently fall to a skilled and diligent staff member. This course equips attendees with the technical knowledge and self-confidence to administer a trust account effectively and efficiently.

This practical course includes pre-course work and a half-day workshop/online session.

The course will cover:

Legal obligations; regulatory requirements; recording transactions; processing transactions; reconciling the trust account; file closure; end of month review; issues and common faults.

Learning objectives

You will gain the knowledge, skills and confidence necessary to keep a trust account in good order.

Format

You will study the course manual and complete some practical exercises before the workshop/online session. This will require about 20 hours.

At the workshop/online session you will work through other exercises, discuss solutions and have an opportunity to ask questions.

Note: In-person sessions are limited to 20 participants and online sessions are limited to 25 participants.

Who should attend

This course is for trust accounting staff including legal secretaries and legal executives. Please note:

  • Please indicate your level of experience in the registration section below.
  • The course is limited to employees of a practising lawyer.

Materials

The course manual which includes pre-course exercises (with answers provided) will be couriered to you four weeks before your session or when payment has been received. Early registration is recommended so that you have enough time to prepare. Further exercises will be provided on the day.

Timing

  • 8.30am - 1.00pm

Presenters

  • Melanie Ashall, NZLS Inspectorate Manager, Hamilton
  • Kane Smith, NZLS Inspectorate, Christchurch

Fee (incl GST)

In-Person

  • $390

Live Online

  • $370

Download PDF brochure and registration form

Auckland 1 5 April
Auckland 2 6 April
Live Online 1 12 April
Christchurch 12 July
Wellington 13 July
Live Online 2 19 July
Auckland 3 13 September
Hamilton 14 September
Live Online 3 20 September

Cancellation and refund policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations, and, cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.

Registrant Details

Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press ‘save’ after adding each new registrant.

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Trust Account Administrator - Christchurch

12 July - Rydges Latimer Christchurch

NZ $390.00
Level of experience

Multiple Registration

Trust Account Administrator - Wellington

13 July - The Terrace Conference Centre

NZ $390.00
Level of experience

Multiple Registration

Trust Account Administrator - Live Online 2

19 July - At your desk or device

NZ $370.00
Level of experience
Course full. Please email us to request to go on the wait list

Trust Account Administrator - Auckland 3

13 September - The Terrace Conference Centre

NZ $390.00
Level of experience

Multiple Registration

Trust Account Administrator - Hamilton

14 September - FMG Stadium

NZ $390.00
Level of experience

Multiple Registration

Trust Account Administrator - Live Online 3

20 September - At your desk or device

NZ $370.00
Level of experience

Multiple Registration
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CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
[email protected]

PHONE
04 472 7837
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand