Trust Accountant

Atlantic Group; Massachusetts; Hybride; USD 90 000 - 110 000; Plein temps

Résumé du poste

Atlantic Group in Essex County, MA is seeking a Trust Accountant to manage trust accounting, fiduciary operations, client transactions, and cash management. The role collaborates with clients and internal teams to ensure accurate, timely service and efficient account administration.

The ideal candidate holds a Bachelor's degree in Accounting, Finance, or a related field with 3+ years in trust or fiduciary accounting, and demonstrates advanced Excel skills along with experience using trust

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field is required.
• 3+ years of trust accounting, fiduciary accounting, investment accounting, or closely related accounting experience is required.
• Experience with principal and income accounting, fiduciary accounting, trust administration, or estate accounting is required, with trust company, family office, wealth management, or bank trust experience preferred.
• Advanced Microsoft Excel proficiency and experience with accounting or trust administration systems are required.
• Strong client-facing communication, attention to detail, organization, responsiveness, judgment, and ability to manage time-sensitive financial transactions are required.

Responsabilités

• Trust Accounting: Manage trust accounting activities, account transactions, and supporting financial records.
• Cash Management: Process and monitor cash activity, payments, distributions, and other account transactions.
• Client Service: Partner with clients and internal teams to coordinate account requests and provide timely support.
• Account Reconciliations: Reconcile account activity, research discrepancies, and maintain accurate financial information.
• Account Administration: Support account maintenance, documentation, reporting, and other trust accounting activities.

Connaissances

Client-facing communication

Attention to detail

Organization

Responsiveness

Judgment

Time management

Formation

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Outils

Excel

Trust accounting systems

Description du poste

Job Overview – Trust Accountant

Compensation: $90,000 – $110,000/year + bonus

Location: Essex County, MA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Trust Accountant in Essex County, MA for our client, supporting trust accounting, fiduciary operations, client transactions, and cash management. This role will manage day-to-day accounting and transaction activity for trust and client accounts while working directly with clients and internal teams to ensure accurate, timely, and responsive service.

Responsibilities as the Trust Accountant:

• Trust Accounting: Manage trust accounting activities, account transactions, and supporting financial records.
• Cash Management: Process and monitor cash activity, payments, distributions, and other account transactions.
• Client Service: Partner with clients and internal teams to coordinate account requests and provide timely support.
• Account Reconciliations: Reconcile account activity, research discrepancies, and maintain accurate financial information.
• Account Administration: Support account maintenance, documentation, reporting, and other trust accounting activities.

Qualifications for the Trust Accountant:

• Education: Bachelor's degree in Accounting, Finance, Business Administration, or a related field is required.
• Experience: 3+ years of trust accounting, fiduciary accounting, investment accounting, or closely related accounting experience is required.
• Industry Knowledge: Experience with principal and income accounting, fiduciary accounting, trust administration, or estate accounting is required, with trust company, family office, wealth management, or bank trust experience preferred.
• Technical Skills: Advanced Microsoft Excel proficiency and experience with accounting or trust administration systems are required.
• Skills & Attributes: Strong client-facing communication, attention to detail, organization, responsiveness, judgment, and ability to manage time-sensitive financial transactions are required.