Assistant Trust Administrator

Smith Debnam Narron Drake Saintsing & Myers, L.L.P.; Raleigh (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Smith Debnam Narron Drake Saintsing & Myers, L.L.P. seeks an Assistant Trust Administrator to support Consumer Collection’s operations with mail processing, data entry, and daily deposit reconciliations. This role offers potential progression into a Trust Administrator position.

Key duties include reviewing mail, preparing audit information, and maintaining accurate trust account records. Candidates should have an associate degree (preferred) and 6–12 months of finance or accounting experience.

Qualifications

• Associate degree preferred.
• 6 months to 1 year finance or accounting experience.
• Basic understanding of accounting processes (ledgers, credits, debits).
• Advanced mathematical skills required.
• Strong knowledge of Excel functions (Excel).
• Ability to multitask, prioritize, and work in a team environment.
• Good verbal and written communication skills.
• Ability to process high volumes accurately and efficiently.
• Strong attention to detail and organizational skills.

Responsibilities

• Review, sort, and scan all incoming mail daily.
• Coordinate with front desk and mailroom for package deliveries.
• Image scans of payments and file accordingly.
• Process electronic deposits daily and maintain storage.
• Prepare daily deposit reconciliation file for payments.
• Record transactions for Client Trust Accounts and review end-of-day balances.
• Review, scan, and mail debtor refunds weekly.
• Prepare, scan, and mail payment receipts for debt buyer accounts.
• Review daily direct payments and confirmations of processing.
• Update Excel spreadsheets for reporting direct payments and errors.
• Assist with data entry for other Finance positions.
• Maintain log for Cost Reversals with client and reversal details.
• Assist with compiling documentation for client audits.

Skills

Attention to detail

Excel skills

Multi-tasking

Teamwork

Communication

Organizational skills

Mathematical skills

Financial accounting

Office suite

Education

Associate degree preferred

Tools

Microsoft Office

Job description

At Smith Debnam, our philosophy is simple - to provide the best possible value to our clients. We firmly believe that the key to delivering such value is equally simple - the people who make it happen. Our professional service team, the attorneys, paralegals, and staff, are therefore our most important asset. We are committed to maintaining an environment that provides professional fulfillment, actively supports professional development, and communicates the value of each person's contributions.

Smith Debnam has been providing legal services to businesses and individuals in North Carolina for 50 years. We offer our employees a professional work environment, competitive salaries, quality benefit programs and flexible work hours.

Job Summary

The Assistant Trust Administrator is responsible for providing financial, administrative, and clerical support to our Consumer Collection’s department. Duties include processing mail, data entry for section spreadsheets responding to emails, invoice reminders to clients, preparing information for audits, bank statement and daily deposit reconciliations, logging and tracking end of day reports for trust accounts. This role offers the potential for progression into a Trust Administrator position.

Essential Duties And Responsibilities

• Review, sort, and scan all incoming mail daily
• Coordinate with front desk and mailroom for package deliveries
• Perform imaging of all payments received and scan to appropriate file
• Process electronic deposits daily and maintain storage of deposited payments
• Prepare a daily deposit reconciliation file for all payments received and posted
• Perform consolidated recording of all transactions for Client Trust Accounts and review the end of day balance
• Review, scan, and mail debtor refunds weekly
• Prepare, scan and mail payment receipts for debt buyer accounts
• Review daily direct payments and confirmation of processing
• Update Excel spreadsheets for reporting direct payments, returned checks, refund checks, Web-Pay errors and declined payments
• Assist with additional data entry for other Finance positions
• Maintain log for Cost Reversals with review of client, and reason for reversal
• Assist with compiling documentation for client audits

Knowledge, Skills, And Abilities

• Associate degree preferred
• Minimum 6 months to 1 year finance or accounting experience
• Basic understanding of accounting processes such as ledgers, credits, and debits
• Advanced mathematical skills required
• Experience using Microsoft Office with strong working knowledge of Excel functions
• Ability to multitask and prioritize workflow, and work in a team environment
• Good verbal and written communication skills
• Ability to process large volume of work in an efficient and precise manner
• Strong attention to detail with proficient organizational skills