Trust Accounting Coordinator

About the Role

The Trust Accounting Coordinator is responsible for ensuring accurate oversight, analysis, and management of all trust-related activities. This includes maintaining compliance with legal and regulatory requirements, preparing detailed reports, supporting internal and external audits, and analyzing data trends to identify exceptions. The Trust Accounting Coordinator will proactively develop strategies to address and resolve issues efficiently, contributing to the organization's overall financial integrity and operational excellence.

Responsibilities

• Research and interpret state statute.
• Plan for all Annual Reports filing deadlines and audits.
• Research all issues related to report filing and state requirements.
• Prepare and submit Annual Reports in compliance with State and Federal Statutes.
• Analyze all system reports related to filing and trusting and sales documentation.
• Evaluate remittance and deposits.
• Minimize any potential issues by alerting Trust Manager to short falls or bottlenecks.
• Assist Trust Manager with Special Projects and Various duties.
• Collaborate with CPA, Location Administrators, Trust Administrators, and other parties.
• File establishment license renewals for cemetery and funeral locations.
• File initial acquisition licensure and facilitate communication with State Agencies to ensure proper licensure.

Requirements

• Bachelor's degree in business, accounting, finance, or other related area.
• 2 – 4 years of experience in accounts receivable, accounts payable, or financial reporting.
• Enterprise Resource Planning (ERP) system experience is preferred.
• Intermediate to advanced MS Excel Skills including but not limited to: pivot tables, VLOOKUP, and advanced filtering.
• Ability to interpret any incoming documents concerning employment, State, and Federal compliances.
• Ability to maintain a high level of discretion and confidentiality when handling sensitive information.
• Must possess valid driver's license.

Core Competencies

• Compassion - Genuinely cares about people; is concerned about their work and non-work problems; is available and ready to help; is sympathetic to the plight of others not as fortunate; demonstrates real empathy with the joys and pains of others.
• Customer Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
• Ethics and Values - Adheres to appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.

Role Competencies

• Composure – Is cool under pressure, does not become defensive or irritated when times are tough; is considered mature; can handle stress; is a settling influence in a crisis.
• Patience – Is tolerant with people and processes; listens and tries to understand the people and the data before making judgements and acting; sensitive to due process and proper pacing; follows established process.
• Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective solutions. Probes all fruitful sources for answer. Can see hidden problems. Is excellent at honest analysis. Looks beyond the obvious and doesn't stop at the first answers.
• Planning – Sets objectives and goals based on length and difficulty of projects. Breaks down work into process steps. Develops schedules and task/people assignments. Anticipates and adjusts for problems/roadblocks. Evaluates results against goals & objectives.
• Self-Knowledge – Knows personal strengths, weaknesses, opportunities and limits. Seeks feedback. Gains insights from mistakes. Is open to criticism. Isn't defensive. Is receptive to talking about shortcomings. Looks forward to balanced performance reviews and career discussions.

Benefits

• Medical, Dental, Vision, Life, AD&D and STD Insurance
• Tuition Reimbursement
• Career Advancement and Training
• Funeral and Cemetery Benefits
• Employee Referral Bonus
• 401k with Company Match

Pay & Schedule

This is a fully onsite role, Monday through Friday, at the Support Center office in the Altamonte Springs, FL area (Greater Orlando). Base salary range: $50,000 – $52,000.