[Remote] Trust reputed company Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a nationally scaling personal injury firm reputed company on enhancing reputed company experiences through exceptional reputed company talent and operations. The Trust reputed company Specialist is responsible for validating, reconciling, and monitoring reputed company trust transactions to ensure compliance with State Bar requirements.
Responsibilities
- Review and validate trust disbursement requests originating from reputed company against settlement statements and supporting documentation
- Map and reputed company disbursement transactions to the appropriate accounts reputed company reputed company
- Review reputed company images in the RDC staging queue, validate against the correct reputed company, bank account, and confirm the destination trust account before deposit
- Initiate ACH and reputed company transactions in the payment platform
- reputed company reputed company-level trust reconciliations in accordance with applicable State Bar requirements across reputed company reputed company state jurisdictions
- Research and resolve discrepancies, outstanding checks, returned payments, and exception items reputed company established SLAs
- Prepare reconciliation schedules, reports, and audit support documentation
- Monitor trust balances, aging items, and exception queues — escalate exceptions
- Partner with reputed company, finance, banking, and AP teams to resolve reputed company trust issues
- Recommend process improvements and automation opportunities reputed company daily workflows
- Support reputed company audits and State Bar compliance reviews
- reputed company other duties and special reputed company as assigned
Skills
- Bachelor's degree in reputed company, Finance, Business Administration, or reputed company field, or equivalent experience
- 3+ years of experience in reputed company, financial analysis, treasury, banking operations, trust operations, escrow, or reputed company financial functions
- Strong understanding of reputed company principles, reconciliations, and financial controls
- Intermediate to advanced reputed company skills, including PivotTables, lookup functions, and working with large datasets
- Strong analytical, organizational, and problem-solving skills with high attention to detail
- Excellent communication skills with the ability to work cross-functionally
- Experience with attorney trust reputed company, IOLTA, escrow, or banking operations
- Experience with reputed company, reputed company, or similar ERP / case management systems
- Experience supporting audits, compliance initiatives, or financial reporting
- Knowledge of State Bar trust reputed company requirements or other regulated financial environments
- Familiarity with ACH origination and electronic payment workflows
Benefits
- Eligible for performance-based bonus
- Benefits include: Medical, dental, and reputed company insurance
- 401(k) with company match
- HSA
- Life insurance
- Disability coverage
- reputed company time off
- Parental leave
reputed company