Bookkeeper - Trust and Estates

1 week ago


Pikesville, United States Naiman & Naiman, P.A. Full time
Job DescriptionJob Description

Our company is currently seeking ​a Trust Bookkeeper to join our team You will be responsible for preparing trust accountings and estate administration accounts. You will also be responsible for assembling an uploading documentation for Medicaid for clients.

Responsibilities:

  • Obtain primary financial data for accounting records
  • Compute and record numerical data
  • Check the accuracy of business transactions
  • Perform data entry and administrative duties

Qualifications:

  • Previous experience in accounting, finance, or other related fields
  • Familiarity and understanding of financial records including bank statements and brokerage statements
  • Ability to prioritize and multitask
  • Strong organizational skills
  • Deadline and detail-oriented
  • Familiarity with spreadsheets necessary


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