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Jobs · Accounting · Nevada

Billing & Accounting Coordinator - Trust Services

Dunham · Reno, NV · 1 mo ago
On-siteAccounting$23–$28/hrFull-time

Job Summary

The Billing & Accounting Coordinator provides accounting and administrative support for Dunham Trust Company, with primary responsibility for overseeing the client billing process for the Trust and Guardian divisions. This position ensures the accurate and timely processing of financial transactions, client invoicing, and account administration while supporting the Operations team with a variety of accounting and administrative functions.

Essential Responsibilities

  • Process accounts payable/receivable for the Trust and Guardian divisions
  • Process outgoing ACH transfers, wire transfers, checks, and other client disbursements
  • Prepare and generate invoices for Guardian and Case Management services
  • Complete discharge accountings and facilitate the closing of client accounts
  • Process incoming client payments and apply them accurately
  • Aid in the review and verification of daily financial transactions
  • Maintain electronic records by filing documentation in Laserfiche
  • Reconcile credit card expenses and mileage reimbursements and allocate charges to appropriate client accounts
  • Provide operational and administrative support for special projects and departmental initiatives

Secondary Responsibilities

  • Answer and direct incoming telephone calls
  • Process incoming and outgoing mail
  • Provide administrative support to other team members as needed

Education & Experience

  • Required: High school diploma or GED
  • PREFERRED: Associate degree (A.A.) in Accounting, Business, Finance, or a related field
  • Required: Two to three years of experience in accounts payable, accounts receivable, billing, bookkeeping, or a similar accounting support role
  • Preferred: Strong organizational and time management skills with exceptional attention to detail, excellent written and verbal communication skills, proficiency with Microsoft Office applications, particularly Excel, Word, and Outlook, bookkeeping experience, experience using Salesforce or another customer relationship management (CRM) system, experience working in financial services, trust administration, legal services, or a professional services environment

Knowledge, Skills & Abilities

  • Exceptional attention to detail and accuracy
  • Strong analytical and problem-solving skills
  • Excellent data entry and recordkeeping skills
  • Ability to prioritize multiple tasks while meeting deadlines
  • Strong interpersonal and customer service skills
  • Ability to communicate effectively with clients, attorneys, guardians, vendors, and internal team members
  • Demonstrated initiative, professionalism, and sound judgment when handling confidential information

Salary

DOE ($23 to $28 per hour)

Trust Services Offered

Trust services offered through Dunham Trust, an independent trust company licensed and regulated by the State of Nevada, Department of Business and Industry, Financial Institution Division. Dunham Private Trust is the Wyoming division of Dunham Trust. Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

Benefits

  • Health & Welfare: Medical, Dental & Vision (choices vary by state), Life and AD&D Insurance (company paid), Short-Term & Long-Term Disability (company paid), Flexible Spending Plan (FSA), Employee Assistance Plan (company paid), Domestic Partner benefits
  • Aflac
  • Other Great Benefits: 401(k) Plan with generous company match, Paid Time Off (PTO) and Holiday benefits, Company-Sponsored Events

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