Trust Accounting Coordinator

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

Please note: This will be a fully onsite role, Monday through Friday, at our Support Center office in the Altamonte Springs, FL area (Greater Orlando).

Why Everstory

At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.

The Impact You Will Make

The Trust Accounting Coordinator is responsible for ensuring accurate oversight, analysis, and management of all trust-related activities. This includes maintaining compliance with legal and regulatory requirements, preparing detailed reports, supporting internal and external audits, and analyzing data trends to identify exceptions. The Trust Accounting Coordinator will proactively develop strategies to address and resolve issues efficiently, contributing to the organization's overall financial integrity and operational excellence.

Essential Duties and Responsibilities

• Research and interpret state statue.
• Plan for all Annual Reports filing deadlines and audits.
• Research all issues related to report filing and state requirements.
• Prepare and submit Annual Reports in compliance with State and Federal Statutes.
• Analyze all system reports related to filing and trusting and sales documentation.
• Evaluate remittance and deposits.
• Minimize any potential issues by alerting Trust Manager to short falls or bottlenecks.
• Assist Trust Manager with Special Projects and Various duties.
• Collaborate with CPA, Location Administrators, Trust Administrators, and other parties.
• File establishment license renewals for cemetery and funeral locations.
• File initial acquisition licensure and facilitate communication with State Agencies to ensure proper licensure.

Requirements

• Bachelor’s degree in business, accounting, finance, or other related area.
• 2 – 4 years of experience in accounts receivable, accounts payable, or financial reporting.
• Enterprise Resource Planning (ERP) system experience is preferred.
• Intermediate to advanced MS Excel Skills including but not limited to: pivot tables, VLOOKUP, and advanced filtering.
• Ability to interpret any incoming documents concerning employment, State, and Federal compliances.
• Ability to maintain a high level of discretion and confidentiality when handling sensitive information.
• Must possess valid driver's license.

Core Competencies

• Compassion - Genuinely cares about people; is concerned about their work and non-work problems; is available and ready to help; is sympathetic to the plight of others not as fortunate; demonstrates real empathy with the joys and pains of others.
• Customer Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
• Ethics and Values - Adheres to appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.
• Composure – Is cool under pressure, does not become defensive or irritated when times are tough; is considered mature; can handle stress; is a settling influence in a crisis.
• Patience – Is tolerant with people and processes; listens and tries to understand the people and the data before making judgements and acting; sensitive to due process and proper pacing; follows established process.
• Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective solutions. Probes all fruitful sources for answer. Can see hidden problems. Is excellent at honest analysis. Looks beyond the obvious and doesn’t stop at the first answers.
• Planning – Sets objectives and goals based on length and difficulty of projects. Breaks down work into process steps. Develops schedules and task/people assignments. Anticipates and adjusts for problems/roadblocks. Evaluates results against goals & objectives.
• Self-Knowledge – Knows personal strengths, weaknesses, opportunities and limits. Seeks feedback. Gains insights from mistakes. Is open to criticism. Isn’t defensive. Is receptive to talking about shortcomings. Looks forward to balanced performance reviews and career discussions.
• On-Site at Support Center, M-F required.

Our Investment in You

Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including:

• Medical, Dental, Vision, Life, AD&D and STD Insurance
• Tuition Reimbursement
• Career Advancement and Training
• Funeral and Cemetery Benefits
• Employee Referral Bonus
• 401k with Company Match

Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

The pay range for this role is based on a wide range of factors that are considered in making compensation decisions regardless of race, gender, age, religion, or any other protected characteristic. They include skill set, experience and training, licensure and certification, and other business and organizational needs. This range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the circumstances of each hire.

Please note: This will be a fully onsite role, Monday through Friday, at our Support Center office in the Altamonte Springs, FL area (Greater Orlando).