Trust Operations Specialist — Accounting & Compliance

Westamerica; Sacramento (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading commercial bank in Sacramento seeks a Trust Department Account Specialist responsible for processing daily accounting activities. The role involves handling cash receipts, managing trust transactions, and ensuring compliance with regulations. The ideal candidate has experience in trust accounting and proficiency in relevant software. Strong analytical, organizational, and communication skills are necessary for success in this position.

Qualifications

• Experience in a trust department with knowledge of accounting procedures.
• Excellent analytical and organizational skills.
• Intermediate mathematical skills.

Responsibilities

• Process daily accounting activities of the trust department.
• Generate and distribute monthly fee reports.
• Ensure compliance with regulatory standards.

Skills

Operational knowledge of trust accounting software

PC literacy

Analytical skills

Organizational skills

Communication skills

Education

College level coursework in finance, accounting, or trust operations

Tools

SEI Trust system

Job description

A leading commercial bank in Sacramento seeks a Trust Department Account Specialist responsible for processing daily accounting activities. The role involves handling cash receipts, managing trust transactions, and ensuring compliance with regulations. The ideal candidate has experience in trust accounting and proficiency in relevant software. Strong analytical, organizational, and communication skills are necessary for success in this position.