Trust Accountant & Reconciliation Specialist

Talent Groups; United States; On-site; USD 70,000 - 95,000; Full time

Job summary

Talent Groups is seeking a detail-oriented financial operations or accounting professional for an opportunity with a client in the United States. The role focuses on trust administration, account reconciliations, financial transactions, and audit support.

The ideal candidate will have a Bachelor's degree and at least 3 years of relevant experience, strong Excel skills, and a proven ability to review, document, and report financial activity with accuracy.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field, or equivalent experience.
• At least 3 years of accounting or financial operations experience.
• Strong experience with reconciliations, transaction reviews, and discrepancy resolution.

Responsibilities

• Review financial transactions and supporting documentation.
• Perform and review account reconciliations and resolve discrepancies.
• Coordinate administration of beneficiary accounts (ABLE accounts, Special Needs Trusts, pooled trusts).
• Prepare financial reports, workpapers, and audit documentation.
• Provide guidance and quality review of account administration.

Skills

Account reconciliations

Financial analysis

Documentation

Excel proficiency

Attention to detail

Education

Bachelor's degree in Accounting/Finance/Business or related field

Tools

Excel

Job description

Talent Groups is seeking a detail-oriented financial operations or accounting professional for an opportunity with a client in the United States. The role focuses on trust administration, account reconciliations, financial transactions, and audit support.

The ideal candidate will have a Bachelor's degree and at least 3 years of relevant experience, strong Excel skills, and a proven ability to review, document, and report financial activity with accuracy.