Trust Accountant

Posted 56ds ago

Employment Information

Education
Salary
Experience
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Job Description

Trust Accountant reconciling retirement plan investment accounts remotely with a commitment to continuous improvement and learning

Responsibilities:

  • Reconciliation of retirement plan investment accounts/trust accounting
  • Preparation of Financial Statements
  • Interim Review and updating of records
  • Accounting for Participant Loans
  • Contacting clients and financial institutions for necessary information

Requirements:

  • Strong technical and PC skills (must be proficient in Excel)
  • Attention to detail
  • Ability to learn new software needed to carry out responsibilities of the position
  • Ability to meet deadlines
  • Able to adapt to changing priorities
  • Able to work as part of a team
  • Strong verbal and written communication skills
  • Initiative
  • Commitment to continuous improvement
  • Motivation to learn and grow within an organization

Benefits:

  • Competitive compensation and benefits
  • Support for continued education
  • Discretionary performance bonus program