Senior Trust Financial Manager
4 weeks ago
Wingman Outsourcing seeks a highly skilled Senior Trust Financial Manager to oversee the management of financial transactions and ensure compliance with industry regulations. This role is responsible for overseeing trust accounts, reconciling financial records, and providing accurate and timely financial reports.
About the Role
- Ensure the accuracy and compliance of day-to-day operations of trust accounts, adhering to legal and regulatory requirements.
- Conduct regular reconciliations of financial records, promptly identifying and resolving discrepancies.
- Prepare and deliver accurate and timely financial reports, providing valuable insights to support decision-making processes.
- Collaborate effectively with internal teams and communicate transparently with clients regarding inquiries and financial updates.
- Stay abreast of industry regulations and ensure compliance with trust accounting standards and best practices.
- Identify opportunities for process improvements within the trust accounting function and contribute to their implementation.
- Assist in the preparation and coordination of audits related to trust accounts, ensuring a smooth and efficient process.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum of 3 years' experience as a Trust Accountant or in a similar financial role.
- Strong knowledge of trust accounting principles and regulations.
- Proficiency in financial software and Microsoft Office applications.
- Excellent analytical and problem-solving skills.
- Effective communication and interpersonal abilities.
Estimated Salary Range: $70,000 - $90,000 per year.
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