The candidate should be an energetic and enthusiastic individual. The Trust Accountant position allows an individual to join our team and learn the fundamentals of our business model. This position is currently remote and can remain remote for the right candidate.
Responsibilities include, but are not limited to:
• Reconciliation of retirement plan investment accounts/trust accounting
• Preparation of Financial Statements
• Interim Review and updating of records
• Accounting for Participant Loans
• Contacting clients and financial institutions for necessary information
Competency Requirements:
• Strong technical and PC skills (must be proficient in Excel)
• Attention to detail
• Ability to learn new software needed to carry out responsibilities of the position
• Ability to meet deadlines
• Able to adapt to changing priorities
• Able to work as part of a team
• Strong verbal and written communication skills
• Initiative
• Commitment to continuous improvement
• Motivation to learn and grow within an organization
The MandMarblestone Group, llc is considered one of the most respected TPAs in the Northeast and we are rapidly expanding our market in multiple states. We currently have an actuarial department, ERISA attorneys, paralegals, administrators, trust accountants, and a separate distribution department to interact with participants. Many of our staff hold QPA, QKA, and CPC designations.
We are a growing organization offering a defined career path and significant opportunities for the right individuals. We have minimal staff turnover and prefer to promote from within the firm.
Please see our website, www.mand.com for additional details concerning the firm.
Compensation will be determined based on experience, please include preferred salary range when applying. A candidate with minimal experience can expect an offer of $45,000 to $48,000. A candidate with up to two years experience can expect an offer of $50,000 to $54,000.
Compensation will be determined based on experience, please include preferred salary range when applying.
Please apply here: mand.bamboohr.com
Employment is dependent on the results of a background check.
The MandMarblestone Group, llc participates in E-Verify, an electronic employment verification program operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA), to verify the employment eligibility of newly hired employees.
Requirements
Must-haves
Responsibilities include, but are not limited to:
Reconciliation of retirement plan investment accounts/trust accounting
Preparation of Financial Statements
Interim Review and updating of records
Accounting for Participant Loans
Contacting clients and financial institutions for necessary information
Strong technical and PC skills (must be proficient in Excel)
Attention to detail
Ability to learn new software needed to carry out responsibilities of the position
Ability to meet deadlines
Able to adapt to changing priorities
Able to work as part of a team
Strong verbal and written communication skills
Commitment to continuous improvement
Motivation to learn and grow within an organization
We are a growing organization offering a defined career path and significant opportunities for the right individuals. We have minimal staff turnover and prefer to promote from within the firm.
Please see our website, www.mand.com for additional details concerning the firm.
Employment is dependent on the results of a background check.
Nice-to-haves
None flagged.
Application prep
Use the role’s language and application details while tailoring your materials.