Accounting Trust Clerk

Mount Pleasant, South Carolina

Job Title: Trust Accounting Clerk

Location: Onsite in Mount Pleasant, SC – 100% onsite expectation

Job Description:

Join our team as a Trust Accounting Clerk! Under the guidance of the Accounting Manager, you'll be a key player in our financial operations, ensuring they run smoothly and efficiently. You'll work closely with our Trust Accountant, handling trust funds, recording daily receipts, and making sure bank deposits are made. You'll also be involved in batch processing settlement allocations and client statements, and responding to ad-hoc reporting and disbursement requests. This role also offers the opportunity to collaborate with our accounting team on various projects to meet our departmental goals.

Job Responsibilities:

  • Handle daily mail, record trust receipts, and ensure trust bank deposits are made
  • Manage the timely and accurate disbursement of client funds from our client's trust accounts
  • Assist with the creation and processing of settlement allocations and client statements
  • Prepare monthly mailings of trust funds disbursed and monitor contact information
  • Collaborate with legal staff to review stale-dated trust checks and research trust balance history to reissue funds as necessary
  • Update weekly reporting of trust balances and assist with additional general accounting and administrative functions as needed
     

Skills Required:

  • An Associate’s degree in Finance, Business or a related field or currently working towards a Bachelor’s
  • 1-2 years of professional work experience, preferably in Trust Accounting or Accounts Receivable
  • Intermediate to advanced knowledge of MS Excel
  • Basic understanding of general office procedures
  • Strong organizational and time management skills
  • Basic knowledge of MS Dynamics preferred

Please note that this role may require more than 40 hours per week and occasional travel. Overtime may be necessary to perform the essential functions of the position. The work is performed in a standard office environment.

About SSi: With over 26 years of industry experience, SSi People has built its reputation and expertise on putting people first. Everything we do works toward delivering an exceptional experience for our consultants, our clients, and our internal team. Through a genuine commitment to people in everything we do. We have developed refined processes and a stellar internal team to deliver talent quickly. More importantly, we focus on building long-term relationships, not transactions. Putting people first is just what we do well.?

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