Trust Accounts Specialist

5 days ago


Raleigh, North Carolina, United States Ave Staffing Legal Specialists Full time
Job Title: Trust Accounts Administrator

Ave Staffing Legal Specialists is seeking a highly skilled Trust Accounts Administrator to join our team. As a key member of our financial operations team, you will play a vital role in ensuring the firm's compliance with fiduciary obligations.

Job Responsibilities:
  • Manage Client Trust Accounts: Oversee all aspects of client trust account transactions, including deposits, disbursements, and reconciliations.
  • Ensure Compliance: Ensure adherence to firm policies and procedures safeguarding client assets.
  • Financial Reporting: Prepare financial reports and documentation for client audits and internal reviews.
  • Bank Reconciliations: Oversee monthly bank reconciliations and collaborate with clients on compliant practices.
  • Client Invoicing: Process client invoices and fees, generating commission reports.
  • Financial Tasks: Assist with financial tasks and trust account projects.
  • Client Forecasts: Maintain accurate client forecasts and goals for the Collections department.
  • Policies and Procedures: Review and update internal policies and procedures as needed.
Requirements:
  • Education: Bachelor's degree in accounting, finance, or related field preferred; minimum Associate's degree required.
  • Experience: Minimum of 6 months to 1 year of experience in finance or accounting.
  • Skills: Working knowledge of accounting principles and practices, strong mathematical skills with a proficiency in Microsoft Excel, excellent time management and organizational abilities with a detail-oriented approach, effective communication skills, both written and verbal.
  • Software: Experience with trust accounting software is a plus.
  • North Carolina Bar Rules: Familiarity with the North Carolina Bar rules regarding trust accounts is highly desirable.

Salary Range: $50,000 - $60,000


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