Onsite Trust Accounting Coordinator — Compliance & Reporting

Everstory-Partners; Florida; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life, AD&D,/S

STD Insurance

Tuition Reimbursement

Career Advancement and Training

Funeral and Cemetery Benefits

Employee Referral Bonus

401k with Company Match

Job summary

Everstory Partners seeks a Trust Accounting Coordinator for our onsite Support Center in Altamonte Springs, FL (Greater Orlando). The role focuses on accurate oversight of trust activity, regulatory compliance, and support for audits, with collaboration across CPAs and location admins.

This is a full‑time, on‑site position working Monday–Friday. Qualifications include a Bachelor’s in business/finance and 2–4 years in AR/AP or financial reporting, with ERP experience preferred and strong Excel

Qualifications

• Bachelor’s degree in business, accounting, finance, or related area.
• Experience in accounts receivable/payable or financial reporting (2–4 years).
• ERP system experience preferred.

Responsibilities

• Research and interpret state statute.
• Plan for Annual Reports filing deadlines and audits.
• Prepare and submit Annual Reports in compliance with statutes.
• Analyze system reports related to filing, trust, and sales documentation.
• Evaluate remittance and deposits; flag issues for Trust Manager.
• Support Special Projects and collaborate with CPA and location admins.

Education

Bachelor’s degree in business, accounting, finance, or related area

Tools

MS Excel

Pivot Tables

VLOOKUP

Advanced Filtering

Job description

Everstory Partners seeks a Trust Accounting Coordinator for our onsite Support Center in Altamonte Springs, FL (Greater Orlando). The role focuses on accurate oversight of trust activity, regulatory compliance, and support for audits, with collaboration across CPAs and location admins.

This is a full‑time, on‑site position working Monday–Friday. Qualifications include a Bachelor’s in business/finance and 2–4 years in AR/AP or financial reporting, with ERP experience preferred and strong Excel