Trust Compliance Analyst

apartmentRobert Half placeHouston calendar_month 

Our client is hiring a Trust Compliance Analyst to ensure compliance with trust-related regulations and assist with financial operations.

Key responsibilities include reconciling trust transactions and accounts, preparing journal entries and schedules, and reviewing compliance for preneed and endowment care trust processes.

This role involves managing deadlines, collaborating with business locations, supporting audits and tax filings, and staying up-to-date on regulatory changes.

What is required to be considered?

Strong attention to detail

Experience with account reconciliations

Experience in banking, trust compliance/accounting are required.

Degree in Accounting/Finance

Please share your resume for immediate consideration.
  • Must have a minimum of 2 years of experience in a similar role
  • Proficient in Microsoft Excel and Microsoft Word
  • Experience with auditing is necessary
  • Ability to perform Ad Hoc Analysis
  • Strong financial analysis skills required
  • Responsible for daily reconciliation tasks
  • Familiarity with account reconciliation is a must
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