Trust Accountant

Job Overview – Trust Accountant

Compensation: $90,000 – $110,000/year + bonus

Location:

Essex County, MA

Schedule:

Monday to Friday (Hybrid)

Atlantic Group is hiring a Trust Accountant in Essex County, MA for our client, supporting trust accounting, fiduciary operations, client transactions, and cash management. This role will manage day-to-day accounting and transaction activity for trust and client accounts while working directly with clients and internal teams to ensure accurate, timely, and responsive service.

Responsibilities as the Trust Accountant:

• Trust Accounting: Manage trust accounting activities, account transactions, and supporting financial records.
• Cash Management: Process and monitor cash activity, payments, distributions, and other account transactions.
• Client Service: Partner with clients and internal teams to coordinate account requests and provide timely support.
• Account Reconciliations: Reconcile account activity, research discrepancies, and maintain accurate financial information.
• Account Administration: Support account maintenance, documentation, reporting, and other trust accounting activities.

Qualifications for the Trust Accountant:

• Education: Bachelor's degree in Accounting, Finance, Business Administration, or a related field is required.
• Experience: 3+ years of trust accounting, fiduciary accounting, investment accounting, or closely related accounting experience is required.
• Industry Knowledge: Experience with principal and income accounting, fiduciary accounting, trust administration, or estate accounting is required, with trust company, family office, wealth management, or bank trust experience preferred.
• Technical
  
  Skills:
  
  Advanced Microsoft Excel proficiency and experience with accounting or trust administration systems are required.
• Skills & Attributes: Strong client-facing communication, attention to detail, organization, responsiveness, judgment, and ability to manage time-sensitive financial transactions are required.