Trust Operations-Disbursements Specialist

2 weeks ago

Boston MA, United States Staff Insight Full time

The Trust Operations - Disbursements Specialist is primarily responsible for the timely and accurate distribution of funds to and for the benefit of clients, including by check, wire and ACH transfer. The position is a non-exempt position located in the Boston office, providing in-person support and services to the partners.

Processes ad hoc and repetitive requests for payments in our Trust Accounting software.
Initiates wire and ACH transfers online to the designated bank as well as implements in-house transfers as instructed.
College degree and/or a minimum of three years of successful trust accounting work experience.
Experience and demonstrated proficiency working with numbers and software programs required.

Must have strong aptitude for working with numbers and the ability to work proficiently with necessary software programs.
Ability to manage multiple responsibilities, while utilizing Firm resources to accomplish tasks, set priorities, and work well under pressure.
Ability to work independently as well as a member of a team participating on projects.
Interpersonal skills include a high degree of sensitivity, tact and diplomacy when dealing with clients and the ability to interact positively and professionally with both staff and lawyers.
Ability to communicate effectively in person, in writing and electronically with strong verbal and writing skills.
Technical proficiencies include the effective use of a PC and the ability to work on various software packages used by the Firm including AccuTrust Cheetah (training will be provided).
The ability to quickly, efficiently and consistently perform accurate data input with a basic knowledge of accounting functions and/or spreadsheet work.
Work in an organized manner to ensure timely and efficient work performance as well as continuity of services.
Always be and always be perceived as highly confidential as pertains to partners’ and employees’ personal information as well as Firm information.

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