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Fiduciary Financial Specialist
2 months ago
Position: Fiduciary Financial Specialist
Location: Arlington, VA
Qualifications Required:
- Proven experience as an Accountant
- 3 to 4 years of experience in fiduciary roles, including Estate, Trustee, and Conservatorship
- Experience in a legal or law-related environment
- Familiarity with preparing and filing fiduciary inventories and accountings
- Prior experience with fiduciary accountings
- Knowledge of Clio and GEMS software
- Associate's degree in a relevant field
Key Responsibilities:
- Prepare fiduciary accountings for Conservatorship, Trustee, and Estate cases
- Monitor and calendar critical court deadlines
- Communicate with financial institutions to obtain necessary financial and tax documents
- Engage with clients as needed
- Manage case-related information and documentation within a case management system
- Assist in scanning and archiving documents
- Draft correspondence, including letters and emails
Company Overview:
Progression Incorporated specializes in Legal, Administrative, and Information Technology services, delivering Rapid Response and Rapid Results.
We are a staffing and recruiting firm based in Reston, Virginia, with a dedicated team focused on excellence.