Trust Accounting Coordinator

Everstory Partners; Town of Florida (NY); On-site; USD 55,000 - 72,000; Full time

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Career Advancement

Funeral/Cemetery Benefits

Referral Bonus

401k with Match

Job summary

Everstory Partners seeks a Trust Accounting Coordinator for our Altamonte Springs, FL location. This onsite role supports compliance, reporting, audits, and data analysis to maintain financial integrity.

The ideal candidate has a Bachelor’s degree in a related field and 2–4 years in accounts receivable/payable or financial reporting, with strong Excel skills and confidentiality.”

Qualifications

• Bachelor’s degree in business, accounting, finance, or related area.
• 2–4 years of experience in accounts receivable, accounts payable, or financial reporting.
• ERP experience is preferred.
• Advanced MS Excel skills including pivot tables, VLOOKUP, and advanced filtering.
• Ability to interpret employment, State, and Federal compliance documents.
• Must possess valid driver’s license.

Responsibilities

• Research and interpret state statutes.
• Plan for Annual Reports filing deadlines and audits.
• Prepare and submit Annual Reports in compliance with statutes.
• Analyze system reports related to filing and remittance and sales documentation.
• Evaluate remittance and deposits.
• Assist Trust Manager with Special Projects and various duties.
• Collaborate with CPA, Location Administrators, Trust Administrators, and other parties.

Skills

MS Excel proficiency

Discretion and confidentiality

Education

Bachelor’s degree in business, accounting, finance, or related area

Tools

ERP system

Job description

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.

Role Competencies

• 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.

Work Environment

• 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.

#EverstoryCareers

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).