Accounting Associate
3 days ago
- Reconcile daily financial transactions, including bank transactions, client account activities, and trust accounts, ensuring accuracy and timeliness in recording all transactions.
- Manage trust accounts, ensuring that all entries are accurate, and accounts are balanced according to legal and company standards.
- Execute and monitor financial transactions, such as wire transfers and ACH payments, ensuring compliance with internal controls and external regulations.
- Assist in maintaining and monitoring relationships with banking partners, ensuring that all account activities align with company policies.
- Generate daily, weekly, and monthly reports related to treasury activities, including transaction summaries and account reconciliations.
- Support internal and external audits by providing accurate records and reports related to treasury management and trust accounting, ensuring compliance with all relevant regulations.
- Strong understanding of treasury management principles, trust accounting, and transaction reconciliation.
- Exceptional attention to detail, ensuring accuracy in all transactions and reconciliations.
- Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with treasury management software.
- Bachelor's degree in finance, accounting, or a related field.
- A minimum of three (3) years of experience in treasury management, trust accounting, or a related role.
- Accredited ACH Professional (AAP), Certified Treasury Professional (CTP) or similar certification.
- Traditional office environment with no unusual work conditions.
- Prolonged periods sitting at a desk and working on a computer, frequent use of a keyboard with repetitive motions, light lifting (up to 25 lbs.), and occasional travel (
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