Trust Accountant
4 days ago
Truity Partners is seeking an experienced Accountant to join our team. As a key member of our accounting department, you will be responsible for processing recurring payments, coordinating and paying 65-day and liability distributions, and ensuring accurate account data and compliance with guidelines.
Responsibilities:- Process recurring payments and work with the Trust Cash Processing Accountant to secure cash needed for payments.
- Assist with the coordination and payment of 65-day and liability distributions, including communication and organization of information with other Trust Accountants, Attorneys, or Tax Preparers.
- Complete additional training on topics essential to the job.
- Ensure trust asset entries reconcile to daily trust system entries processed.
- Ensure accurate account data and compliance with guidelines.
- Perform other duties and projects as assigned.
- Bachelor or Associate degree in business, accounting, or finance, or equivalent work experience.
- 3+ years of experience in trust operations.
- Knowledge of fiduciary terms and concepts, corporate actions, securities processing, tax lot reporting, and capital gain/loss tax implications.
- Experience with trust accounting software.
- Ability to collaborate efficiently with a team and work independently.
Truity Partners is an equal opportunity employer and offers a competitive compensation package, including a discretionary incentive program. The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors, including skills, experience level, and overall qualifications.
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Trust Accountant
2 weeks ago
Milwaukee, Wisconsin, United States Truity Partners Full timeJob Title: Trust AccountantCompany: Truity PartnersJob Type: PermanentLocation: Remote/HybridJob Description:We are seeking a highly skilled and experienced Trust Accountant to join our team at Truity Partners. As a Trust Accountant, you will be responsible for processing recurring payments, coordinating and paying 65-day and liability distributions, and...
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Trust Accountant
1 week ago
Milwaukee, Wisconsin, United States Truity Partners Full timeAccountant Job DescriptionTruity Partners is seeking a skilled Accountant to join our team. As a key member of our accounting department, you will be responsible for processing recurring payments, coordinating and paying 65-day and liability distributions, and ensuring accurate account data and compliance with guidelines.Responsibilities:Process recurring...
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Trust Accountant
2 weeks ago
Milwaukee, Wisconsin, United States Truity Partners Full timeAbout Truity PartnersWe are a leading organization in the Greater Milwaukee area, specializing in trust services and financial operations. Our team is dedicated to providing exceptional support to our clients, and we are seeking a highly skilled and experienced Trust Accountant to join our team.Job SummaryWe are looking for a Trust Accountant with 3+ years...
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Trust Accountant
2 weeks ago
Milwaukee, Wisconsin, United States Truity Partners Full timeJob SummaryTruity Partners is seeking an experienced Trust Accountant to join our team. As a key member of our financial operations team, you will be responsible for processing recurring payments, coordinating and paying distributions, and ensuring accurate account data and compliance with guidelines.ResponsibilitiesProcess recurring payments and work with...
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Senior Trust Tax Accountant
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Trust Officer
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