Trust and Banking Coordinator jobs in United States
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Shutts & Bowen LLP · 10 hours ago

Trust and Banking Coordinator

Shutts & Bowen LLP is a law firm seeking a Trust and Banking Coordinator. The role involves managing banking transactions, including processing wires and reconciling bank statements, while also assisting in the operational aspects of the firm's banking needs.

Law Practice
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Growth Opportunities

Responsibilities

Post incoming wires received through various Treasury Management platforms
Process outgoing wires and check requests for all real estate closings and settlement payments
Assist in the opening and closing process of firm bank accounts
Open and close investment subaccounts for trust escrow deposits
Assist with requests relating to voided trust checks, stop payments, and reissuing stale-dated trust checks
Process firm-related outgoing wires and post corresponding general ledger transactions
Reconcile firm and trust bank account statements
Back up the Cash Receipts team with the posting of incoming operating account deposits
Performs additional duties as instructed and assigned

Qualification

Treasury Management platformsAderant accounting softwareInterpersonal skillsOrganizational skillsAttention to detail

Required

Post incoming wires received through various Treasury Management platforms
Process outgoing wires and check requests for all real estate closings and settlement payments
Assist in the opening and closing process of firm bank accounts
Open and close investment subaccounts for trust escrow deposits
Assist with requests relating to voided trust checks, stop payments, and reissuing stale-dated trust checks
Process firm-related outgoing wires and post corresponding general ledger transactions
Reconcile firm and trust bank account statements
Back up the Cash Receipts team with the posting of incoming operating account deposits
Computer proficiency and technical aptitude with the ability to use Microsoft products
Ability to work effectively in a team environment with associates
Excellent communication and organization skills
Physical attendance and punctuality at the place of work
Performs additional duties as instructed and assigned
Experience working with online business banking or Treasury Management platforms
Must have 3 - 5 years of experience work experience in law firm accounting
Strong interpersonal and organizational skills
Reliability, teamwork, professionalism, ability to multi-task, and attention to detail are essential

Preferred

Aderant accounting software experience, a plus

Company

Shutts & Bowen LLP

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Shutts & Bowen is a Florida-based law firm, headquartered in Miami, representing individuals and business entities nationally and internationally.

Funding

Current Stage
Late Stage

Leadership Team

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Adam Bregman
Partner
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Alan Higbee
Managing Partner - Tampa
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Company data provided by crunchbase