Trust Account Specialist

2 weeks ago


Orlando, Florida, United States Lowndes, Drosdick, Doster, Kantor & Reed Full time
Position Overview

Lowndes, Drosdick, Doster, Kantor & Reed is looking for a dedicated Trust Account Specialist. The successful candidate will be tasked with managing escrow and trust transactions, ensuring accurate reporting and reconciliations.

Key Responsibilities:

  • Oversee the daily operations of trust accounts to guarantee precision in all transactions.
  • Track trust account balances, ensuring compliance with regulatory standards regarding client funds.
  • Assist in the reconciliation of trust accounts and contribute to the preparation of financial reports.
  • Accurately process deposits, disbursements, and transfers related to client funds.
  • Maintain comprehensive records of all transactions associated with trust accounts.
  • Engage with clients to provide updates on their trust account transactions and balances.
  • Collaborate with attorneys and support staff to ensure the proper management of client funds.
  • Perform additional duties as required.

Applicants should possess prior experience in a comparable role, ideally within a legal firm setting.



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