Fox Rothschild · 11 hours ago
Trust and Treasury Analyst
Philadelphia, PA
Full-time
Onsite
Mid Level
3+ years expFox Rothschild is a law firm seeking a Trust & Treasury Analyst to join their Finance Department. The role involves performing trust management and treasury functions, including managing trust activities, ensuring compliance with regulations, and supporting cash management and investment reporting.
Business IntelligenceConsultingLaw EnforcementLegal
Responsibilities
Provides support in trust management tasks for Fox Rothschild and its affiliated offices
Performs daily and monthly trust management activities including trust reconciliations, trust posting, trust applications, wire transfers, research, and reporting
Maintain and update escrow, and retainer accounts, ensuring adherence to IOLTA and regulatory requirements
Prepares trust check requests, processes wires and ACH payments
Review outstanding checks (trust and operating) and take proactive steps to return funds to the rightful owner before escheatment deadlines, ensuring compliance with state regulations
Support treasury functions: cash management, debt compliance, and investment reporting
Assist with month-end and year-end close processes for trust and treasury
Updates IOLTA and Escrow cash reports, monitoring various account balances and transactions, ensuring adherence to IOLTA and regulatory requirements
Review current processes and controls to identify efficiency gaps
Partner with leadership to implement automation tools and workflows
Serve as a resource for technology-driven improvements in trust and treasury operations
Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others
Manages Firm resources responsibly
Complies with and understands firm operations, policies, and procedures
Completes ad hoc requests
Qualification
Required
Bachelor's degree in accounting, finance, or related field required
3–5 years of experience in a Finance or Treasury function
Strong MS Office skills (primarily Excel and Word)
Detail oriented with strong mathematical, analytical and computer skills
Ability to work with detailed information accurately and efficiently
Strong written and verbal communication skills
Professional and courteous communication with clients, attorneys, paralegals, and business professionals are a must
Strong customer service orientation
Able to follow instructions accurately and proactively keep others informed of progress
Ability to handle confidential information in a discreet, professional manner
Ability to interact with people in a manner that shows tact and professionalism
Must be dependable, punctual and have strong attendance
Must be flexible to work overtime as needed (i.e., after hours, weekends, holidays, etc.)
Preferred
Experience within a law firm or professional services environment is preferred, though not required
Familiarity with Elite Enterprise/3E is a plus
Company
Fox Rothschild
Fox Rothschild are attorney's at law who practice in business law.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
James Singer
Partner - Intellectual Property and Technology Law
Ken Abdo
Entertainment Law Partner
Recent News
globallegalchronicle.com
2025-09-18
Company data provided by crunchbase