Trust Administrator
Core
Manage insurance broking trust funds, including processing receipts, payments, reconciliations, and ensuring compliance with trust accounting regulations.
Role type
Trust Administrator
Builds
Insurance broking trust fund operations and financial reporting
Domain
General Insurance / Insurance Broking
Required skills
Trust accounting, reconciliation, general insurance industry experience, Microsoft Office proficiency, error identification, stakeholder liaison
Preferred skills
Familiarity with General Insurance Broker platforms, continuous improvement initiatives
Responsibilities
Process insurance broking trust fund transactions (receipts, payments, refunds), ensure compliance with trust accounting regulations, identify and correct accounting errors, provide accurate reporting to stakeholders, manage accounts mail and inquiries, support continuous improvement in Accounting Operations
Seniority
Mid-level, hands-on IC