Senior Trust Accountant

2 months ago

Austin, Texas, United States TREASURY SAFEKEEPING TRUST COMPANY Full time
About the Role

We are seeking a highly skilled Trust Accountant to join our team at the Treasury Safekeeping Trust Company. As a Trust Accountant, you will play a critical role in providing fiduciary and operating services in our Trust Services department.

Key Responsibilities
  • Provide professional and timely customer service interaction
  • Process, review, and approve disbursement, deposit, and internal transfer transactions
  • Monitor and review daily activity, balances, data, dashboards, systems, and report to ensure consistency, accuracy of data, and data integrity
  • Initiate, review, and distribute routine and ad-hoc reports
  • Write and maintain departmental procedures
  • Provide cash management services and assistance to clients and to TTSTC
  • Prepare investment-related worksheets and coordinates/monitors the related investment activity
  • Coordinate and process activity where TTSTC is custodian, trustee, paying agent, escrow agent, and for other lines of business serviced by the department
  • Identify and research client and internal inquiries and issues
  • Maintain contact lists and client email group
  • Maintain, track, and report departmental metrics, projects, and accomplishment
  • Perform client annual review
  • Perform the review of new agreements/contracts or amendments to existing agreements/contracts
  • Maintain client-related information including client file, updating client notes and client authorized signer lists
  • May provide direction to departmental staff as to workflow management, data integrity, controls, and procedures
  • May work with IT/consultants/vendors in requirements gathering, documentation review, design, testing, and implementation of new processes or enhancements to existing processes
  • May perform the review of legislation affecting TTSTC
  • May coordinate client bond-closings
  • Participate in the planning, implementation, and ongoing analysis and support for the business continuity and disaster recovery needs for the department
  • Identify inefficiencies and provide recommendations for enhancements to business processes and systems
  • Cross-train and enhance departmental knowledge
  • Provide backup and support to other departmental team members
  • GIC Investments (monitoring/estimating/planning of transactions and cash flow of the investment per client's needs and cash on hand)
  • May train, lead, and prioritize the work of others
Requirements
  • Graduation from an accredited four-year college or university with major coursework in accounting, business, finance, or related business field
  • Five years full-time experience in banking, cash management, treasury and/or trust operations, processing financial letters of instructions, or related accounting or investment operations
Preferred Qualifications
  • Three years minimum full-time experience with direct customer contact and communication
Substitution
  • One additional year of experience performing banking, trust operations, or related accounting or investment work may substitute for thirty semester hours of educational requirement with a maximum substitution of 120 semester hours (four years)

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