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This job requires a qualified and professional individual who will perform a variety of tasks related to managing trust accounts in accordance with state laws and regulations. While some accounting knowledge is preferred, this position is focused towards audit and compliance.

JOB RESPONSIBILITIES 

Compliance and Processing

Responsible for the preparation of monthly, quarterly and annual regulatory and reporting packages submitted to third partiesTake the lead on required filings by executing the established plan and adhering to the deadlines outlined on the compliance calendarFully responsible for all aspects of an audit from review of request, collection of data and documentation, communication with auditor and locations, to the evaluation and response to audit findingsCommunicate with locations, regulatory agencies, trustees, internal departments and other third parties on all matters involving trust accounts and regulatory compliance associated with the contracts and trusting lawsResearch complex issues and provide resolutionsIdentify and implement process improvementsRespond to internal requests as neededTakes full ownership of all trust matters related to the state under area of responsibilityAssist with special projects as necessary

Education

Bachelor’s Degree in Accounting, Finance, or Business

Experience

Four (4) years of experience in a compliance, audit, financial reporting, accounting, or equivalent role in a related field

Knowledge, Skills and Abilities

Well organized, ability to prioritize high traffic emails and workloadAbility to analyze and audit data and provide recommendationsAbility to work independently, multitasking, prioritizing and meeting multiple deadlinesAbility to prepare and present organized working papers and supporting documentationProficiency with PC software such as Excel, other Microsoft Office applicationsAbility to express ideas clearly and effectively in both written and oral communicationsAbility to work well under pressureComfortable communicating with regulatory entities and other associatesOccasional travel may be required

WORK CONDITIONS

When considering the work hours associated with this job, the following factors may apply:

Work Environment

Limited amount of local and/or multiple location traveling requiredStandard business dress required

Work Postures

Sitting continuously for many hours per day, up to 6 hours per day

Physical Demands

Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

Working a number of evenings each month as need to ensure deadlines are metWorking past standard business hours is expected between January 1 and June 1 each year

Postal Code: 70121

Category (Portal Searching): Finance and Accounting

Job Location: US-LA - Jefferson