The Operations Associate will assist the Operations Manager in leading the company’s accounting and operations department.

 

•             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

 

 

•             Bachelor’s degree in Economics, Finance, Accounting, or Business Administration

•             2+ years of related experience preferred

•             Progress toward professional certifications is encouraged

•             General knowledge of such fields as accounting, marketing, business administration, finance, etc.

•             Knowledge of trust administration principles, estate planning principles, taxes, and investment principles encouraged

•             Ability to work in a cross-functional team-based environment and delegate work appropriately

•             Ability to use trust accounting system, Microsoft products and other automation tools

•             Must be highly skilled in written and verbal communication (especially in complex matters) and demonstrate a high level of interpersonal skills

•             Remain high level of confidentiality at all times

•             High level of problem solving and organizational skills

•             Limited travel or after-hours support may be required