Onsite Trust Accounting Coordinator (M-F)

Everstory Partners; Orlando (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Career advancement

401k with company match

Funeral and cemetery benefits

Job summary

Everstory Partners seeks a Trust Accounting Coordinator to ensure accurate oversight of trust-related activities, regulatory compliance, and reporting. You will prepare detailed reports, support audits, and analyze data trends to identify issues.

The role is fully onsite at our Support Center in Altamonte Springs, FL, Monday through Friday, requiring collaboration with CPA and Trust teams to maintain financial integrity and timely filings.

Qualifications

• Bachelor’s degree in business, accounting, finance or related field.
• 2–4 years in accounts receivable/payable or financial reporting.
• ERP systems experience preferred.
• Advanced Excel skills (pivot tables, VLOOKUP, filters).
• Ability to interpret employment, State and Federal compliances.
• Discretion and confidentiality in handling sensitive information.
• Must possess valid driver’s license.

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, trusts, and sales documentation.
• Collaborate with CPA, Location Administrators, Trust Administrators, and others.
• File establishment licenses for cemetery and funeral locations and facilitate licensure communications with State Agencies.

Skills

Accounts receivable

Accounts payable

Financial reporting

Education

Bachelor's degree in business / accounting / finance

Tools

Excel

ERP system

Job description

Everstory Partners seeks a Trust Accounting Coordinator to ensure accurate oversight of trust-related activities, regulatory compliance, and reporting. You will prepare detailed reports, support audits, and analyze data trends to identify issues.

The role is fully onsite at our Support Center in Altamonte Springs, FL, Monday through Friday, requiring collaboration with CPA and Trust teams to maintain financial integrity and timely filings.