Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Job Duties:
· Posts and reconciles payments received on annuity loans.
· Provides quotes for new annuity loans to annuity/pension specialists.
· Prepares and distributes monthly annuity loan statements.
· Reconciles bank and investment statements for assigned Trust Accounts, and prepares/posts adjustments to General Ledger
· Monitors contribution deposits to assigned Trust Accounts including reconciliation, correspondence preparation, adjusting entries and transferring entries necessary to correct errors from reconciliations, employer remittance reports, etc.
· Provides back up services for other Trust Accountant, and vice versa – for role coverage while one is out of the office.
· Performs other duties as assigned.
Minimum qualifications:
· 5 years of experience utilizing computerized accounting systems
· Working knowledge of basic office equipment
· Proven track record of positive interpersonal communications with internal and external clients
· Demonstrated ability to stay calm and professional within all communications.
· Proven ability to accurately and timely review and edit documents.
· Utilize computer and phone systems to be able to effectively perform the essential functions of the position.
· Proficiency in utilizing Microsoft Office software – Excel, Word, and Outlook
· Proficiency in using and editing in Adobe.
· High school diploma or G.E.D
Preferred qualifications:
· Experience using Netsuite
· 5 years of accounting experience within a TPA environment
· Experience with reconciling bank and investment accounts.
· Experience working with loans and annuities a plus.
Job Type: Full-time
Pay: $65,000.00 - $82,500.00 per year
Benefits:
Experience level:
Schedule:
Ability to Relocate:
Work Location: In person
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