Trust Specialist
confidential Posted on 2022-11-18
| Salary | Not mentioned |
|---|---|
| Location | Kansas |
| Type | Full-time |
Job Description
POSITION SUMMARY
The Trust Specialist is a non-exempt, full-time accounting team position based in our Kansas City, MO office. This position will be responsible for trust application/disbursement functions. The ideal candidate will demonstrate excellent communication skills, and strong organizational skills with attention to detail.
POSITION RESPONSIBILITIES
- The timely and accurate posting of trust receivables payments on a daily basis for 14 trust accounts. Payments include manual checks, wires, ACH, credit cards, trust reserves, and internal transfers
- Initiate trust disbursements via wire in online banking platform
- Printing and posting of trust check requests
- Obtaining proper documentation before initiating disbursements
- Record disbursement of trust payments
- Create new trust ledger accounts
- Process internal banking transfers in online banking platform
- Manage trust balance office locations
- Trust Reporting i.e. Balance ledger reports, trust transaction listings
- Back up Cash Applications team
- Works proactively with others to support efforts within a department or function of the Firm.
- Organizes and prioritizes assignments and contributes to the department’s ability to meet or exceed goals and standards.
- Uses innovative thinking and exercises sound judgment to achieve results.
QUALIFICATIONS / SKILLS
- Bachelor’s Degree preferred.
- 3-5 years of Treasury experience.
- 1-2 years of Law Firm experience.
- Knowledge of accounting principles and procedures.
- Great organizational skills, attention to detail and follow-up skills.
- Excellent written and verbal communication skills
- Must be reliable and self-motivated and possess the ability to meet deadlines and produce quality work at all times.
- Proficient in Microsoft Office, especially Excel.
PHYSICAL REQUIREMENTS
- Position is generally sedentary in nature; involves sitting most of the time, but may involve walking or standing for brief periods of time.
- Ability to occasionally or routinely lift up to 10 lbs. required.
- Ability to talk and hear required.
- Ability to perform repetitive motions required.
- Ability to sit, stand and walk required.
- Ability to reach, lift, climb, balance, stoop and crouch required.
- Ability to see and read PC screens; detect color coding, read fine print, and/or normal type size print.
DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of employees.
Company description:
confidential
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