Job Description
Job Title: Trust Desk Specialist – Accounting Department
Location: On-site | 40 hours/week
Salary Range: $60,000 – $65,000 annually
Overview:
We are seeking a detail-oriented and experienced Trust Desk Specialist to support our Accounting Department. The ideal candidate will be responsible for overseeing trust account operations and maintaining accurate, compliant financial records. This individual will act as the key point of contact between the firm and banking institutions.
Key Responsibilities:
Serve as the liaison between the Firm and various banks
Open and close Trust and Special accounts
Issue and deposit checks for Trust and Real Estate accounts across multiple banks
Balance and disburse funds from Real Estate closings
Conduct monthly bank reconciliations for Operating, Cost, Trust, Real Estate, and MMKT accounts
Maintain Investment Account records
Process and confirm incoming and outgoing wire transfers
Execute wire transactions from all account types
Balance and post invoices related to international transactions
Qualifications:
Prior experience in trust accounting, legal accounting, or a similar financial environment
Strong analytical skills and attention to detail
Ability to work independently and manage multiple responsibilities
Excellent communication and organizational abilities
Proficiency in accounting systems; experience with Aderant is a plus
Bilingual proficiency (English/Spanish) is preferred but not required