Trust Compliance Associate

• At every level, our dedicated team members display a strong work ethic and commitment to our core values, respect for the family, the profession, and the individual.
• Work with leading experts in the funeral and cemetery profession.
• Financial assistance programs encouraging employees through education and development in industry related subjects.
• Robust Health and Welfare Plans, and savings account options, designed to support your personal needs, enhance well-being and help navigate life’s challenges.
• Rich 401k and Roth Retirement Plan options available for both Full Time and Part Time employees along with a Company Match.
• Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of physical and emotional replenishment for our team.
• Employee Discounts on services, merchandise, and property to help our team members in their time of need.

Culture

• We value honesty, courage, integrity, ethical behavior and the development of personal growth.
• We are rooted in the communities to provide a personal touch to every family we serve.
• We believe in the value of funeral and cemetery service, drawing on decades of experience to create the best experience for our families.

This position is responsible for performing day to day operations and administration of duties associated with trust accounting and trust and regulatory compliance for the organization.

• Understands and follows policies and procedures to ensure compliance with regulations and advises organization on trust
• Reconciles transactions (endowment care, funeral, and merchandise and services trust) to general ledger and trust statements.
• Reconciles accrual accounts and other accounts in the general ledger to supporting schedules for endowment care trust and preneed
• Creates supporting schedules and journal entries for monthly
• Reviews of monthly endowment care trust and preneed trust transactions for regulatory
• Executes trust process on a day-to-day basis, including processing of withdrawals, information and funds transfer to trustee, proper upload/allocation of earnings to customer accounts and monitoring of
• Maintains calendar of deadlines and monitor and notify as due dates
• Maintains summary schedules of transactions and other regular
• Collaborates with individual business locations to ensure trust reporting is being filed
• Collaborates with individual business locations to ensure trust deposits are being filed
• Provides support as necessary for annual financial audits and regulatory
• Provides support as necessary for documentation and completion of various trust tax returns for multiple jurisdictions.
• Ad-hoc reporting and analysis as
• Stays informed on changes to all related preneed and trust
• Other duties as assigned.
• Teamwork Orientation.
• Detail Orientation.
• Customer Service Orientation.
• Time Management.

• Four-year degree in, or equivalent combination of education and experience preferred.
• Up to 2 years of experience in accounting, with a focus on financial and/or trust reporting preferred.
• Valid state issued driver’s license in good standing and acceptable driving record.

• Ability to read, write, and speak English fluently.
• High degree of overall computer proficiency.
• High degree of proficiency in local and virtual data management tools (Internet, Dropbox, Microsoft file management structure).
• High level of proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Effective and professional communication skills, with an emphasis on verbal skills and the ability to resolve and respond to issues in a professional manner.
• Ability to maintain a positive attitude and working environment through organization, willingness to learn, and communication.
• Ability to simultaneously manage multiple projects, prioritize tasks, and exercise good judgment.
• Cemetery and funeral Industry experience strongly desired.
• Attention to detail and follow-through.

This position has no direct supervisory responsibilities

The physical demands described here are representative…