Trust Accountant

Location

Essex County, MA Type: Perm (Contingency) Job #50624 Salary: $90,000 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.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.