Summary
Overview
Work History
Skills
References
Accomplishments
Websites
Timeline
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Aroha Tangohau

Aroha Tangohau

Auckland,New Zealand

Summary

An experienced Senior Trust Account Administrator with a background in legal finance, trust account management, and compliance. Currently managing trust accounts at Chapman Tripp, ensuring accurate financial transactions, compliance with NZ Law Society regulations, and seamless client settlements. Strong background in hospitality and customer service, with proven skills in relationship management, problem-solving, and working in fast-paced environments.

Overview

7
7
years of professional experience

Work History

Senior Trust Account Administrator

Chapman Tripp
Auckland, New Zealand
12.2023 - Current

Company Overview: New Zealand’s leading full-service commercial law firm, with a diverse range of perspectives at the leading edge of legal practice, supporting clients to succeed across the full spectrum of industry, commerce, and government.

  • Receiving and checking receipts and check requests, preparing account journals, general Trust account requests, and, in particular, ensuring appropriate authorities have been obtained.
  • Daily bank reconciliation of the National Trust Account, including follow-up of unknown or unclaimed deposits.
  • Reconciliation and statements for foreign currency trust funds.
  • Manage daily Trust Call deposits and withdrawals through the Westpac Desk bank, including the opening of new deposit accounts in Expert.
  • Proactive management of the Trust Account to avoid overdraws.
  • Manage trust-to-office transfers for payment of Chapman Tripp invoices.
  • Settlements using ASB Fastnet, ANZ Direct Online, and Westpac Corporate Online.
  • Manage Trust Term Deposits and follow up prior to the maturity date.
  • Manage dormant balances in accordance with Law Society regulations and the firm’s procedures.
  • Monthly reporting to the New Zealand Law Society.
  • Quarterly compilation of Solicitor Certificates, and complete reporting requirements to the New Zealand Law Society.
  • Preparing and processing of AML PTRs through the go AML website, and monthly reporting to the Trust and Compliance Manager.
  • Annually prepare and dispatch client Trust Account Statements, including bank call deposit statements.
  • Arrange the conversion of foreign cheques, the processing of telegraphic transfers, and bank drafts.
  • Monthly processing and reconciliation of the 20th interest upload.

Key Achievements:

Nominated by colleagues within the firm, nationwide, for the internal Values Award.

  • Dynamic
  • Collaborative People, Astute and Integrity

Supported the Pacifica Building settlement located on Commerce Street, with over 250 units settled in a day.

Trust Account Administrator

Chapman Tripp
Auckland, New Zealand
08.2021 - 12.2023

Trust Account & Compliance Assistant

Chapman Tripp
Auckland, New Zealand
12.2020 - 07.2021

Client Centre Assistant

Chapman Tripp
Auckland, New Zealand
02.2019 - 12.2020
  • Ensure the cleanliness and organisation of meeting rooms and event set-ups
  • Provide client refreshments as requested and ensure the client centre café and machinery is kept clean and tidy
  • Deliver catering, crockery, cutlery and beverages to the appropriate meeting rooms
  • Assist clients and staff with ad hoc requests e.g
  • Photocopying
  • Provide catering and bar service to clients and staff at evening functions when required
  • Report any maintenance issues or concerns
  • Provide back-up Reception and switchboard cover, including meeting and greeting clients, informing staff of clients arrival, allocating meeting rooms if required

Barista and Café Assistant

Little Sparrow
Melbourne, Australia
03.2018 - 01.2019
  • Welcoming customers, informing them about specials or new items, answering questions, and accepting orders and payments
  • Grinding and blending coffee beans, brewing coffee and tea, and serving items to customers
  • Packaging food and beverages for sale
  • Cleaning and restocking work and dining areas, emptying trash and sanitizing equipment and utensils
  • Taking inventory and replenishing items in display cases, at tables, or behind the counter
  • Working as part of a fun, high-energy team
  • Adhering to all food safety regulations and quality controls

Skills

  • Trust administration expertise
  • Effective communication
  • Trust management
  • Risk assessment
  • Discretion and confidentiality
  • Strong work ethic
  • Relationship building
  • Multitasking Abilities

References

Referees can be provided on request.

Accomplishments

  • Values Awards (Internal Achievement)

Timeline

Senior Trust Account Administrator

Chapman Tripp
12.2023 - Current

Trust Account Administrator

Chapman Tripp
08.2021 - 12.2023

Trust Account & Compliance Assistant

Chapman Tripp
12.2020 - 07.2021

Client Centre Assistant

Chapman Tripp
02.2019 - 12.2020

Barista and Café Assistant

Little Sparrow
03.2018 - 01.2019
Aroha Tangohau