Supervisor, Trust Accounting

Position Summary

The Supervisor, Trust Accounting provides daily leadership and oversight to a Trust Accounting team in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties And Responsibilities

• Provides daily leadership and supervision to staff consistent with management values and mission.
• Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements.
• Develops staff through performance management, goal setting, training, and effective employee relations.
• Optimizes workflows/processes, tools, and staff allocation to ensure efficient and cost-effective day-to-day operations.
• Employs management oversight measures to ensure ongoing compliance with regulatory and legal guidelines.
• Reviews and approves timecards, time off requests, and validates the accuracy of labor allocations and payroll processing information.
• Prepares and/or reviews account reconciliations, accruals, and financial statements for reasonableness and to confirm compliance with Generally Accepted Accounting Principles.
• Reviews 941 and 945 Forms for accuracy; ensures timely filing with IRS.
• Provides oversight of cash management; approves bank transactions and online administration.
• Conducts new hire and ongoing training to staff.
• May participate in year-end audit process acting as initial point of contact to outside auditors.
• Performs other duties as assigned.

Minimum Qualifications

• Bachelor's degree in Finance or Accounting.
• Four years of experience in accounting including one year in a supervisory or mentoring role.
• Thorough understanding of common accounting principles and practices.
• Working knowledge of accounting software.
• Strong organizational skills with a demonstrated attention to detail and the ability to meet deadlines.
• The ability to communicate clearly and professionally, both verbally and in writing.
• Strong work ethic and the ability to work effectively in a team environment.
• Exceptional customer service skills and ability to effectively communicate with all levels of the organization.
• Computer proficiency including Microsoft Office tools and applications.

Preferred Qualifications

• Experience working in a third-party administrator, insurance, or health and welfare environment.
• Prior experience in Taft-Hartley trust administration.