Trust Accounting & Client Reporting Specialist — Remote Flex

Loring, Wolcott & Coolidge Trust, LLC; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

A financial services firm in Boston seeks a Trust Accounting and Client Reporting Specialist. The role involves processing client transactions and managing statements while ensuring confidentiality and attention to detail. A bachelor's degree or equivalent experience is required, along with skills in time management and Microsoft Office. Flexibility in work hours is needed for this position, with a hybrid work model available.

Qualifications

• 1-3 years equivalent job experience in a professional services environment.
• Experience with FIS’ AddVantage or other accounting system is highly preferred.
• Ability to learn new concepts and computer applications.

Responsibilities

• Process distributions and bill payments.
• Assist with processing, collating, and mailing client statements.
• Provide login support on client portal.

Skills

Attention to detail

Time management

Communication

Microsoft Excel

Solid work ethic

Education

Bachelor’s degree or equivalent experience

Tools

FIS’ AddVantage

Adobe Acrobat

Microsoft Office Suite

Job description

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