Trust Accountant

This is a fully remote position, open to applicants in United States.

📋 Description

• Reconcile investment accounts related to retirement plans and engage in trust accounting.

• Prepare and generate financial statements.

• Conduct interim reviews and ensure records are updated.

• Manage participant loans accurately.

• Reach out to clients and financial institutions to gather necessary information.

⛳️ Requirements

• Strong technical skills and proficiency in PC applications.

• Advanced knowledge of Excel.

• Capability to learn new software efficiently.

• Ability to meet deadlines consistently.

• Flexibility to adapt to changing priorities.

• Team-oriented mindset.

• Excellent verbal and written communication abilities.

• Demonstrated initiative.

• Dedication to continuous improvement.

• Drive to learn and advance within the organization.

• Employment contingent upon the results of a background check.

• Participation in E-Verify for employment eligibility verification.

🏝️ Benefits

• Option for remote work.

• Clearly defined career path.

• Significant potential for advancement.

• Opportunities for internal promotions.

• Access to learning and growth opportunities within the organization.