Trust Accounting Coordinator

Trust Accounting Coordinator

29 Dec 2024
Massachusetts, Boston 00000 Boston USA

Trust Accounting Coordinator

Vacancy expired!

We are a boutique wealth management / family office firm in Boston looking for an experienced and professional Accounting Coordinator. In this role, youll closely support the Partners of the firm and be given a great deal of independence. The ideal candidate is a self-starter with a keen eye for details and process improvements. We are a small team where everyone gets along super well.

Highlights:

-Tight-knit team that works collaboratively

-Strong compensation including the company contributing to your 401k and 100% paid health insurance

-Excellent PTO (vacation time, sick time, 12 holidays)

Responsibilities:

-Maintain an accurate log of annual accounts

-Review transactions on account statements (fees, distributions, and asset movement)

-P&I accounting

-Onboard new clients

-Interact with clients as needed

-Open & close accounts

-Other ad hoc projects

Qualifications:

-At least 5 years of relevant experience

-Strong attention to detail

-Self-starter who has a knack for process improvement

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