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Senior Investment Accountant
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Full-time
- The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned.
- Prior trust, investment partnerships experience required and/or tax and securities business experience a plus
- Drive for continuous improvement with a strong operational focus and aim to improve processes and efficiencies
- Reconcile outside custody statements to Company’s internal trust accounting system
- Responsible for recording disbursement transactions, receiving income, and processing trades and various types of other securities transactions
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