Trust Accountant

4 days ago


Milwaukee, Wisconsin, United States Truity Partners Full time
Accountant Job Description

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.
Requirements:
  • 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.


  • Trust Accountant

    2 weeks ago


    Milwaukee, Wisconsin, United States Truity Partners Full time

    Job 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...

  • Trust Accountant

    1 week ago


    Milwaukee, Wisconsin, United States Truity Partners Full time

    Accountant 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...

  • Trust Accountant

    2 weeks ago


    Milwaukee, Wisconsin, United States Truity Partners Full time

    About 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...

  • Trust Accountant

    2 weeks ago


    Milwaukee, Wisconsin, United States Truity Partners Full time

    Job 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...


  • Milwaukee, Wisconsin, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a highly skilled Senior Trust Tax Accountant to join its Wealth Management division. As a key member of the team, you will be responsible for providing expert tax guidance and support to clients, relationship managers, and vendors.Key ResponsibilitiesProvide tax expertise on fiduciary income tax returns, including estate...

  • Trust Officer

    1 week ago


    Milwaukee, Wisconsin, United States Wintrust Financial Full time

    {"title": "Trust Officer", "content": "Job SummaryWintrust Financial is seeking a Trust Officer to join our team in Milwaukee, Wisconsin. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow. You will work closely with clients, beneficiaries, and other...

  • Trust Officer

    1 week ago


    Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Wintrust Financial. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow. You will work closely with clients, beneficiaries, and other professionals to ensure the smooth...


  • Milwaukee, Wisconsin, United States Harrison Gray Search & Consulting Full time

    Job SummaryHarrison Gray Search & Consulting is seeking a highly skilled Trust Administration Assistant to join their team in Milwaukee. As a key member of the trust administration team, this individual will provide day-to-day administrative support for various aspects of trust administration under the guidance and direction of Trust Officers.Key...

  • Vice President

    3 weeks ago


    Milwaukee, Wisconsin, United States Wintrust Financial Full time

    About the RoleWe are seeking a highly skilled Trust Officer to join our team at Wintrust Financial. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow. You will work closely with clients, beneficiaries, and other professionals to ensure the smooth...

  • Trust Officer

    2 weeks ago


    Milwaukee, Wisconsin, United States Wintrust Financial Full time

    About the Role:We are seeking a highly skilled and experienced Trust Officer to join our team at Wintrust Financial. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow.Key Responsibilities:Administer assigned accounts, studying and analyzing the trust...


  • Milwaukee, Wisconsin, United States Jobot Full time

    About the RoleWe are seeking an experienced Attorney (Trusts & Estates) to join our team in a top national law firm. The ideal candidate will have a strong background in trusts and estates litigation and be able to provide expert advice to clients.Key ResponsibilitiesProvide expert advice to clients on trusts and estates mattersRepresent clients in trusts...

  • Account Executive

    8 hours ago


    Milwaukee, Wisconsin, United States AE Business Solutions Full time

    {"h1": "Account Executive - Public Sector", "p": "We are seeking a highly motivated and results-driven Account Executive to join our team at AE Business Solutions. As a key member of our sales team, you will be responsible for expanding and maintaining new and existing customer accounts, developing and implementing sales strategies, and presenting innovative...

  • Staff Accountant

    2 weeks ago


    Milwaukee, Wisconsin, United States The Marcus Corporation Full time

    About the RoleThe Marcus Corporation is seeking a highly skilled Staff Accountant to join our team. As a key member of our accounting department, you will be responsible for ensuring the accurate and timely accounting of our fixed assets.Key ResponsibilitiesFixed Asset Accounting: Account for all aspects of fixed asset accounting from capital project...


  • Milwaukee, Wisconsin, United States HSA Bank Full time

    About the RoleHSA Bank is seeking a highly skilled Strategic Account Executive to join our team. As a key member of our organization, you will be responsible for implementing, maintaining, and expanding relationships with assigned strategic clients.Key ResponsibilitiesDevelop and execute customized business plans to drive growth and increase profitability on...


  • Milwaukee, Wisconsin, United States BCforward Full time

    Position Overview:We are seeking a dedicated and detail-oriented Fund Accounting Specialist to join our dynamic team. This role involves managing the financial records and general ledger of various mutual funds, ensuring accuracy and compliance with regulatory standards.Key Responsibilities:- Maintain comprehensive records for mutual funds of diverse...


  • Milwaukee, Wisconsin, United States Johnson Brothers Wisconsin Full time

    Company OverviewJohnson Brothers is a family-owned distributor specializing in wine, spirits, and beer, committed to delivering exceptional service since its inception.Position SummaryThe Head of Chain Accounts in Wisconsin is a visionary leader responsible for steering the key account sales team to achieve the annual operating plan and supplier objectives....


  • Milwaukee, Wisconsin, United States Jobot Full time

    Global Manufacturing Firm with Exceptional LeadershipThis opportunity is presented by Jobot, a trusted partner in the recruitment of top talent.About Us:Jobot collaborates with a prominent Global Manufacturing firm that is expanding its team due to internal advancements. This organization boasts a strong culture of promoting from within and offers...

  • Account Executive

    2 days ago


    Milwaukee, Wisconsin, United States AE Business Solutions Full time

    Job OverviewAE Business Solutions is seeking a highly skilled Account Executive to join our team in the Milwaukee, Wisconsin area. As a key member of our sales team, you will be responsible for expanding and maintaining new and existing customer accounts, developing and implementing sales strategies, and presenting innovative concepts and solutions to...


  • Milwaukee, Wisconsin, United States DLRdmv Full time

    Job OverviewPosition: Regional Account ManagerLocation: RemoteDLRdmvTM specializes in the development and implementation of cutting-edge Title & Registration technology along with Government Compliance solutions tailored for the Automotive Sector. Our organization fosters a dynamic and entrepreneurial atmosphere for those eager to contribute to a rapidly...


  • Milwaukee, Wisconsin, United States HSA Bank Full time

    About HSA BankHSA Bank is a leading provider of healthcare savings solutions, dedicated to empowering individuals to save for a healthy future. Our innovative offerings drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.Job Function:The Strategic Account Executive plays a critical...