Trust Accountant
At a glance
Mid-level Accounting role at mand. United States.
In listing Accounting salary
financeroles summary, based on the employer's posting.
What you'll do
- Reconcile investment accounts held by retirement plans and maintain their trust accounting records
- Prepare financial statements, then review records between reporting periods and update them
- Handle accounting entries and records for participant loans
- Reach out to clients and financial institutions to collect information needed for the work
What you bring
- You must be proficient in Excel and have strong technical and computer skills
- You bring careful attention to detail and can meet deadlines as priorities shift
- You communicate clearly in writing and conversation, and work effectively with a team
Who this fits
This mid-level accounting role suits someone ready to build their trust accounting skills and learn the business model. The position is currently remote and may stay remote for the right candidate. Employment depends on passing a background check, and newly hired employees must complete employment eligibility verification through E-Verify.
From the employer
The candidate should be an energetic and enthusiastic individual. The Trust Accountant position allows an individual to join our team and learn the fundamentals of our business model. This position is currently remote and can remain remote for the right candidate.
Responsibilities include, but are not limited to:
• Reconciliation of retirement plan investment accounts/trust accounting
• Preparation of Financial Statements
• Interim Review and updating of records
• Accounting for Participant Loans
• Contacting clients and financial institutions for necessary information
Competency Requirements:
• Strong technical and PC skills (must be proficient in Excel)
• Attention to detail
• Ability to learn new software needed to carry out responsibilities of the position
• Ability to meet deadlines
• Able to adapt to changing priorities
• Able to work as part of a team
• Strong verbal and written communication skills
• Initiative
• Commitment to continuous improvement
• Motivation to learn and grow within an organization
The MandMarblestone Group, llc is considered one of the most respected TPAs in the Northeast and we are rapidly expanding our market in multiple states. We currently have an actuarial department, ERISA attorneys, paralegals, administrators, trust accountants, and a separate distribution department to interact with participants. Many of our staff hold QPA, QKA, and CPC designations.
We are a growing organization offering a defined career path and significant opportunities for the right individuals. We have minimal staff turnover and prefer to promote from within the firm.
Please see our website, www.mand.com for additional details concerning the firm.
Compensation will be determined based on experience, please include preferred salary range when applying. A candidate with minimal experience can expect an offer of $45,000 to $48,000. A candidate with up to two years experience can expect an offer of $50,000 to $54,000.
Compensation will be determined based on experience, please include preferred salary range when applying.
Please apply here: https://mand.bamboohr.com/careers/7?source=aWQ9NA%3D%3D
Employment is dependent on the results of a background check.
The MandMarblestone Group, llc participates in E-Verify, an electronic employment verification program operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA), to verify the employment eligibility of newly hired employees.
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