Trust Specialist
Core
Ensure accurate and compliant transfer of funds into and out of the firm's Trust Account while supporting working capital management through efficient billings, collections, and receipting.
Role type
Trust Specialist (Financial Operations)
Builds
Trust Account transactions and working capital processes
Domain
Legal services / Professional services finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Trust accounts experience, attention to detail, commercial acumen, ability to manage competing priorities
Preferred skills
Collaborative teamwork, client service skills, relationship building
Technologies
N/A
Responsibilities
Process fund transfers for trust accounts, manage billings and collections, meet month-to-month KPIs
Seniority
Individual Contributor