Trust Coordinator

We are seeking a detail-oriented Trust Coordinator to join our accounting team. This role involves supporting trust account management through a variety of accounting tasks, ensuring accuracy and compliance in all trust-related financial transactions.

Key Responsibilities:

• Verify accuracy of invoices and supporting documentation.
• Update and maintain accounting journals, ledgers, and records detailing financial transactions such as disbursements and receipts.
• Record trust and escrow deposits, including checks and electronic payments (wires/ACH).
• Review, approve, and print trust and escrow checks.
• Prepare and process outgoing trust and escrow wire transfers using online banking platforms.
• Reconcile bank account transactions to ensure proper entry into the accounting system.
• Communicate professionally with internal teams and external parties, including attorneys, accounting staff, and banking representatives.
• Compile data and prepare reports as requested by management.
• Reconcile records with internal employees and management, recommending actions to resolve discrepancies.
• Maintain strict confidentiality of sensitive financial information at all times.
• Assist with internal and external audit requests.
• Support special projects as needed.

Qualifications:

• Strong attention to detail and organizational skills.
• Familiarity with accounting principles and trust/escrow account management.
• Proficiency with online banking platforms and accounting software.
• Excellent communication and interpersonal skills.
• Ability to maintain confidentiality and handle sensitive information responsibly.
• Willingness to assist with various projects and audit processes.