Hybrid Trust Accounting Specialist - Detail-Oriented

Clyde & Co US LLP; Kansas City (MO); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid Work Flexibility

Generous Paid Time Off

Comprehensive Health Benefits

Disability Coverage

Referral Rewards

Mentorship & Career Growth

Inclusive Parental Leave

Job summary

Clyde & Co US LLP is seeking a Trust Account Specialist to join the Finance and Accounting team in Kansas City on a hybrid schedule. The role focuses on processing trust transactions, maintaining accurate records, and supporting compliance across jurisdictions.

The position requires attention to detail, discretion, and collaboration with legal and banking partners. You will contribute to process improvements, assist with month-end activities, and provide guidance on trust-related documentation.

Qualifications

• College diploma or university degree in Accounting, Finance, Business Administration, or related field.
• Minimum of two years of experience in trust accounting in a law firm or professional services.
• Experience processing trust receipts and disbursements, wires, reporting, and bank reconciliation preferred.
• Knowledge of Elite 3E or Enterprise is an asset but not required.
• Proficiency in Excel and Word; strong analytical and problem-solving skills.
• Excellent attention to detail and ability to manage multiple priorities.

Responsibilities

• Process outgoing trust transactions accurately and timely while ensuring internal controls.
• Prepare trust disbursements including scheduled runs, rush cheques, and wire transfers.
• Monitor trust balances and ensure they are active and supported.
• Assist with bank reconciliations and month-end analysis.
• Prepare monthly and annual trust reports for provincial/state bar requirements.
• Liaise with banking partners to open client-specific trust accounts as needed.
• Maintain trust records in electronic and physical filing systems.
• Identify and suggest process improvements to enhance accuracy and efficiency.

Skills

Attention to detail

Microsoft Excel

Microsoft Word

Analytical thinking

Communication skills

Integrity and confidentiality

Self-motivation

Education

Accounting/Finance/Business Administration degree

Tools

Elite 3E / Enterprise

Accounting systems

Job description

Clyde & Co US LLP is seeking a Trust Account Specialist to join the Finance and Accounting team in Kansas City on a hybrid schedule. The role focuses on processing trust transactions, maintaining accurate records, and supporting compliance across jurisdictions.

The position requires attention to detail, discretion, and collaboration with legal and banking partners. You will contribute to process improvements, assist with month-end activities, and provide guidance on trust-related documentation.