Compliance and Processing

Responsible for the preparation of monthly, quarterly and annual regulatory and reporting packages submitted to third parties

Take the lead on required filings by executing the established plan and adhering to the deadlines outlined on the compliance calendar

Fully responsible for all aspects of an audit from review of request, collection of data and documentation, communication with auditor and locations, to the evaluation and response to audit findings

Communicate with locations, regulatory agencies, trustees, internal departments and other third parties on all matters involving trust accounts and regulatory compliance associated with the contracts and trusting laws

Research complex issues and provide resolutions

Identify and implement process improvements

Respond to internal requests as needed

Takes full ownership of all trust matters related to the state under area of responsibility

Assist with special projects as necessary

MINIMUM Requirements


Bachelor’s Degree in Accounting, Finance, or Business


Four (4) years of experience in a compliance, audit, financial reporting, accounting, or equivalent role in a related field

Knowledge, Skills and Abilities

Well organized, ability to prioritize high traffic emails and workload

Ability to analyze and audit data and provide recommendations

Ability to work independently, multitasking, prioritizing and meeting multiple deadlines

Ability to prepare and present organized working papers and supporting documentation

Proficiency with PC software such as Excel, other Microsoft Office applications

Ability to express ideas clearly and effectively in both written and oral communications

Ability to work well under pressure

Comfortable communicating with regulatory entities and other associates

Occasional travel may be required


When considering the work hours associated with this job, the following factors may apply:

Work Environment

Limited amount of local and/or multiple location traveling required

Standard business dress required

Work Postures

Sitting continuously for many hours per day, up to 6 hours per day

Physical Demands

Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

Working a number of evenings each month as need to ensure deadlines are met

Working past standard business hours is expected between January 1 and June 1 each year

Trust Accountant II


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