Staff Accountant
Description
First Covenant Trust and Advisors is seeking an Operations Associate to join our team. First Covenant is a growing independent trust company with a tight-knit culture and a mission to provide fiduciary services to its clients in an individualized, professional, caring, and cost effective manner.
This position offers potential for autonomy in career direction, flexibility, and opportunity for growth. A successful candidate should have:
- A Bachelor’s degree in Economics, Finance, Accounting, or Business Administration
- Related experience (preferred)
- Progress toward professional certifications is encouraged
- A general knowledge of such fields as accounting, marketing, business administration, finance, etc.
- A knowledge of trust administration principles, estate planning, taxes, and investment principles (preferred)
- An ability to use a trust accounting system, Microsoft products and other automation tools
- An ability to work in a cross-functional team-based environment
- Skills in written and verbal communication (especially in complex matters)
- High level of problem solving and organizational skills
- Strong motivation to learn, and dedication to professional development
A successful candidate is someone who:
- is self-driven and likes to take ownership and initiative
- takes satisfaction in knowing a job is done well, even if it’s behind the scenes
- likes to find solutions to difficult puzzles
- is willing to go the extra mile when necessary to help the team or client
- is empathetic, cares about people and how their job makes a difference to others
- is attentive to detail
- has a servant’s heart
This position has a broad range of responsibilities, including, but not limited to:
- Reconciling shared deposit account and client accounts monthly
- Assisting the Operations Manager with the quarterly billing process
- Booking assets into a fiduciary accounting software when onboarding new accounts
- Initiating checks for bill payment and distributions
- Generating and saving client statements
- Assisting with the management of trust tax requirements, including working closely with the client’s tax preparers to gather information needed to file tax returns, generating and filing tax forms and collecting and mailing K-1s and grantor letters
- Compiling Court Accountings
- Creating spreadsheets to help with analysis or making processes more efficient