Assistant Trust Administrator
Smith Debnam
- Location
- Raleigh, NC
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 7
- 13 days ago
Career path
See where this role leads
Jigup maps the next three moves from a job like this one, with the titles and the skills each step asks for.
About the company
Smith Debnam
Law practice · 51 to 200 employees
At Smith Debnam, our philosophy is simple - to provide the best possible value to our clients. We firmly believe that the key to delivering such value is equally simple - the people who make it happen. Our professional service team, the attorneys, paralegals, and staff, are therefore our most important asset. We are committed to maintaining an environment that provides professional fulfillment, actively supports professional development, and communicates the value of each person's contributions.
What you'll do
- Review, sort, and scan all incoming mail daily
- Coordinate with front desk and mailroom for package deliveries
- Perform imaging of all payments received and scan to appropriate file
- Process electronic deposits daily and maintain storage of deposited payments
- Prepare a daily deposit reconciliation file for all payments received and posted
- Perform consolidated recording of all transactions for Client Trust Accounts and review the end of day balance
- Review, scan, and mail debtor refunds weekly
- Prepare, scan and mail payment receipts for debt buyer accounts
- Review daily direct payments and confirmation of processing
- Update Excel spreadsheets for reporting direct payments, returned checks, refund checks, Web-Pay errors and declined payments
- Assist with additional data entry for other Finance positions
- Maintain log for Cost Reversals with review of client, and reason for reversal
- Assist with compiling documentation for client audits
What you need
- Associate degree preferred
- Minimum 6 months to 1 year finance or accounting experience
- Basic understanding of accounting processes such as ledgers, credits, and debits
- Advanced mathematical skills required
- Experience using Microsoft Office with strong working knowledge of Excel functions
- Ability to multitask and prioritize workflow, and work in a team environment
- Good verbal and written communication skills
- Ability to process large volume of work in an efficient and precise manner
- Strong attention to detail with proficient organizational skills
- Education: an associate degree
Key skills
Keywords for your resumePro
The words this employer's screening is likely to look for.
This job lists resume keywords
The terms this posting uses, pulled out so you can mirror them in your resume. Jigup Pro members see the list on the job board.
See full description on company page, apply now