Trust Accountant

Summary

The MandMarblestone Group is a third-party administrator expanding its market across multiple states. The Trust Accountant will support retirement plan trust accounting through account reconciliations, financial statement preparation, record updates, participant loan accounting, and communication with clients and financial institutions.

Responsibilities

• Reconciliation of retirement plan investment accounts/trust accounting
• Preparation of Financial Statements
• Interim Review and updating of records
• Accounting for Participant Loans
• Contacting clients and financial institutions for necessary information

Skills

• • Strong technical and PC skills (must be proficient in Excel)
• • Attention to detail
• • Ability to learn new software needed to carry out responsibilities of the position
• • Ability to meet deadlines
• • Able to adapt to changing priorities
• • Able to work as part of a team
• • Strong verbal and written communication skills
• • Initiative
• • Commitment to continuous improvement
• • Motivation to learn and grow within an organization

Qualifications

Must Haves

• • Strong technical and PC skills (must be proficient in Excel)
• • Attention to detail
• • Ability to learn new software needed to carry out responsibilities of the position
• • Ability to meet deadlines
• • Able to adapt to changing priorities
• • Able to work as part of a team
• • Strong verbal and written communication skills
• • Initiative
• • Commitment to continuous improvement
• • Motivation to learn and grow within an organization

Benefits

• This position is currently remote and can remain remote for the right candidate.
• A defined career path and significant opportunities for the right individuals.
• Preference to promote from within the firm.