Retirement Plan Trust Accountant
Cetera Financial Group
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- Location
- Dallas, TX
- Job type
- Full time
- Posted
- Oct 28
- 1 day ago
Career path
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About the company
Cetera Financial Group
Financial services · 1,001 to 5,000 employees
What you'll do
- Reconcile client retirement plans to support accurate plan records.
- Verify that deposits to and withdrawals from client plans are qualified.
- Notify consultants of any compliance findings identified in client plan activity.
- Prepare reporting and manage work priorities to complete assigned tasks accurately and on time.
- Support accounts receivable activities, including distribution invoicing.
- Prepare journal entries for revenue share.
- High School Diploma or equivalent
- 1–3 years of experience in a clerical accounting capacity.
- Excel experience is required.
- Ability to perform reconciliations.
- This role is hybrid and requires regular, in‑person attendance during scheduled workdays in accordance with the Company’s Hybrid Workplace Policy
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Read the full posting here
The Retirement Plan Trust Accountant supports Cetera Retirement Plan Specialists by helping keep client retirement plan accounts accurate and compliant. The role reconciles client plans, verifies that deposits and withdrawals are qualified, and notifies consultants when compliance findings are identified. It also supports accounts receivable activities, including distribution invoicing and journal entries for revenue share. Success in this role is measured by accurate, timely reconciliations and reporting, clear communication of findings, and responsive, professional client service.