Manager, Trust Accounting - TPA

• Lead team operations: Supervise Trust Accounting team employees while providing training, performance management, and development opportunities for team growth
• Manage issue resolution: Oversee group inboxes and issue resolution while ensuring timely, accurate responses to internal and external stakeholders
• Maintain financial controls: Review and document controls while establishing processes that ensure accuracy, compliance, and operational efficiency across trust operations
• Oversee reconciliations: Manage critical reconciliation processes while ensuring accuracy and timely completion of all financial reconciliations and reporting
• Lead funding operations: Coordinate funding management and positive pay processes while maintaining accurate tracking and documentation of all fund movements
• Build banking partnerships: Develop and maintain strategic bank relationships while serving as primary liaison for banking operations and issue resolution
• Support cross-functional needs: Assist other departments in resolution of client and vendor issues while providing reports as needed to support business operations
• Provide operational backup: Support other locations as needed while ensuring consistent processes and service delivery across all trust accounting functions
• Document processes: Create and maintain comprehensive process documentation while implementing controls that support scalability and compliance

• Bachelor's degree in accounting, finance, business administration, or related field
• Minimum 5 years experience supervising and/or managing teams, or equivalent combination of education and experience
• Proficiency in MS applications including advanced Excel skills for financial analysis and reporting
• Understanding of trust accounting principles, reconciliation processes, and financial controls
• Experience with positive pay systems and funding management processes
• Ability to take direction and work effectively with leadership while providing strategic input on trust operations
• Strong supervisory skills for managing, training, and developing team members
• Good time management skills with highly organized approach to managing multiple priorities
• Excellent interpersonal and communication skills with strong customer orientation
• Ability to work effectively in team environment while collaborating cross-functionally
• Strong problem-solving abilities for resolving complex client and vendor issues
• Detail-oriented approach with commitment to accuracy in financial operations
• Capability to manage banking relationships and coordinate with external financial partners
• Experience reviewing and implementing controls that ensure operational accuracy and compliance

Previous banking or self-funded insurance experience helpful but not required

• Comprehensive medical and dental coverage through our own health solutions
• Mental health support and wellness programs designed by experts who get it
• Flexible work arrangements that fit your life, not the other way around
• Retirement planning support to help you build real wealth for the future
• Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
• Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
• Professional development opportunities and clear career progression paths
• Mentorship from industry leaders who want to see you succeed
• Learning budget to invest in skills that matter to your future
• Unlimited PTO policy because rest and recharge time is non-negotiable
• Benefits effective day one—because you shouldn’t have to wait to be taken care of