Job Description
Job Description
Job Title: Trust Desk Specialist – Accounting Department
Location: On-site | 40 hours/week
Salary Range: $60,000 – $65,000 annually
Overview:
We are seeking a detail-oriented and experienced Trust Desk Specialist to support our Accounting Department. The ideal candidate will be responsible for overseeing trust account operations and maintaining accurate, compliant financial records. This individual will act as the key point of contact between the firm and banking institutions.
Key Responsibilities:
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Serve as the liaison between the Firm and various banks
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Open and close Trust and Special accounts
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Issue and deposit checks for Trust and Real Estate accounts across multiple banks
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Balance and disburse funds from Real Estate closings
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Conduct monthly bank reconciliations for Operating, Cost, Trust, Real Estate, and MMKT accounts
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Maintain Investment Account records
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Process and confirm incoming and outgoing wire transfers
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Execute wire transactions from all account types
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Balance and post invoices related to international transactions
Qualifications:
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Prior experience in trust accounting, legal accounting, or a similar financial environment
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Strong analytical skills and attention to detail
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Ability to work independently and manage multiple responsibilities
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Excellent communication and organizational abilities
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Proficiency in accounting systems; experience with Aderant is a plus
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Bilingual proficiency (English/Spanish) is preferred but not required