Director, Trust Accounting

2 weeks ago

Tampa, United States Zenith American Full time
Job DescriptionJob Description

Title: Director, Trust Accounting Department: Trust Accounting

Bargaining Unit: NBU Grade: N/A

Position Type: Exempt Hours per Week: 40

Position Summary:

Directs group trust accounting/fund operations and supports client services, in accordance with Company guidelines, client needs and legislative requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

General Duties:

  • Manages group staff, demonstrating leadership qualities consistent with management values and mission.
  • Develops staff through performance management, goal setting, training, and effective employee relations.
  • Oversees quality and quantity of work produced ensuring that appropriate quality and production internal service level agreements have been met, and insuring employees are held accountable and expectations are consistently met.
  • Will assist in the development and management of the national budget to ensure efficient operations are within budget guidelines.
  • Oversees internal systems, policies and procedures to ensure trust accounting operations are in compliance with client needs, new developments, regulations, and reporting requirements.
  • Resolves escalated trust accounting issues for customer/client.
  • Maintains communications and effective working relationships with management (including client services and all other operational units) and staff as well as clients, government agencies, unions, participants, attorneys, and consultants.
  • Performs other similar and related duties as required.

Minimum Qualifications:

  • Bachelor's Degree in business, management or related-field, or an equivalent combination of education and experience may be acceptable.
  • 5 or more years of employee benefits operations management and client services experience.
  • Trust accounting experience preferred.
  • Strong computer skills including Excel and Microsoft Word.

WORKING CONDITIONS/PHYSICAL EFFORT:

  • Normal office situation.
  • Overnight travel will be needed in first 6-12 months and will then be reduced to 10% of the time.
  • Typically sitting at a desk or table.

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently seeking an experienced Director, Trust Accounting with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 40 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more


Internals to Apply:

If you meet the minimum qualifications and are interested in applying for the above position, please submit an application. All applications must be received by 5:00 pm on the Internal Posting Deadline listed above in order to be considered prior



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