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Fiduciary Financial Specialist

2 months ago

Arlington, Virginia, United States Progression Incorporated Full time
Job Overview

We are seeking a Fiduciary Financial Specialist to join our team at Progression Incorporated. This role is essential for managing fiduciary responsibilities and ensuring compliance with legal standards.


Qualifications:
  • Proven experience as an Accountant with a focus on fiduciary services.
  • 3 to 4 years of relevant experience in a legal or financial setting.
  • Strong background in Estate, Trustee, and Conservatorship accounting.
  • Familiarity with fiduciary inventories and accountings.
  • Experience with case management software, specifically Clio and GEMS.
  • Associate's degree in a relevant field.

Key Responsibilities:
  • Prepare fiduciary accountings for Conservatorship, Trustee, and Estate cases.
  • Maintain a calendar of critical court deadlines.
  • Coordinate with financial institutions to obtain necessary documents.
  • Communicate effectively with clients as needed.
  • Manage case-related information and documentation.
  • Assist in the preparation of correspondence, including letters and emails.

This position offers an opportunity to work in a dynamic environment where your expertise will contribute to the success of our fiduciary services.