Job Details

Trust Account Manager

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This job requires a qualified and professional individual who will perform a variety of tasks related to managing trust accounts in accordance with state laws and regulations. While some accounting knowledge is preferred, this position is focused towards audit and compliance.

Compliance and Processing

• Responsible for the preparation of monthly, quarterly and annual regulatory and reporting packages submitted to third parties
• Take the lead on required filings by executing the established plan and adhering to the deadlines outlined on the compliance calendar
• Fully responsible for all aspects of an audit from review of request, collection of data and documentation, communication with auditor and locations, to the evaluation and response to audit findings
• Communicate with locations, regulatory agencies, trustees, internal departments and other third parties on all matters involving trust accounts and regulatory compliance associated with the contracts and trusting laws
• Research complex issues and provide resolutions
• Identify and implement process improvements
• Respond to internal requests as needed
• Takes full ownership of all trust matters related to the state under area of responsibility
• Assist with special projects as necessary

Education

• Bachelor's Degree in Accounting, Finance, or Business

Experience

• Four (4) years of experience in a compliance, audit, financial reporting, accounting, or equivalent role in a related field

Knowledge, Skills and Abilities

• Well organized, ability to prioritize high traffic emails and workload
• Ability to analyze and audit data and provide recommendations
• Ability to work independently, multitasking, prioritizing and meeting multiple deadlines
• Ability to prepare and present organized working papers and supporting documentation
• Proficiency with PC software such as Excel, other Microsoft Office applications
• Ability to express ideas clearly and effectively in both written and oral communications
• Ability to work well under pressure
• Comfortable communicating with regulatory entities and other associates
• Occasional travel may be required

Work Conditions

Work Environment

• Limited amount of local and/or multiple location traveling required
• Standard business dress required

Work Postures

• Sitting continuously for many hours per day, up to 6 hours per day

Physical Demands

• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

• Working a number of evenings each month as need to ensure deadlines are met
• Working past standard business hours is expected between January 1 and June 1 each year