Trust Accountant Job at Robert Half (Coopersburg)

Trust Accountant

We are looking for a detail-oriented Trust Accountant to support financial opera...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Hands-on experience managing trust accounts within an accounting environment
Strong knowledge of bank reconciliation processes and cash balancing procedures
Ability to prepare accurate journal entries and maintain general ledger integrity
Solid understanding of accounting principles and financial recordkeeping standards
High level of accuracy, organization, and attention to detail in transactional work
Proficiency with accounting systems and spreadsheet tools used for reconciliations and reporting

Job Responsibility

Oversee daily trust account activity and maintain accurate records for all related transactions
Perform regular bank and cash reconciliations, investigate discrepancies, and resolve outstanding items promptly
Prepare and post journal entries to support month-end close and ongoing accounting operations
Maintain the general ledger by reviewing account activity and ensuring balances are properly recorded
Monitor trust balances and confirm that account activity aligns with internal controls and reporting requirements
Partner with accounting and finance team members to support accurate documentation and timely financial processing

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trust Accountant

We are looking for a skilled Trust Accountant to join our team on a contract bas...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business administration, or a related field is preferred
At least 2 years of experience in trust operations or banking operations within the financial services sector
Strong knowledge of trust accounting principles, fiduciary regulations, and industry standards
Familiarity with trust management systems and relevant financial software
Exceptional analytical skills and keen attention to detail
Excellent communication skills and a commitment to providing outstanding client service
Ability to work both independently and collaboratively in a fast-paced, regulated environment

Job Responsibility

Process transactions for trust accounts, including deposits, distributions, transfers, and payments in accordance with trust agreements and established protocols
Monitor and reconcile trust account activities to ensure accuracy across internal systems and external financial institutions
Maintain comprehensive records and documentation for account activities, including statements, asset inventories, and transaction histories
Support compliance efforts by ensuring operational processes align with regulatory standards, audit requirements, and company policies
Assist with onboarding new trust accounts by gathering necessary documentation and coordinating with clients and internal teams
Address client inquiries promptly, resolving discrepancies and operational issues efficiently and professionally
Prepare reports and contribute to audits, regulatory filings, and internal reviews
Collaborate with trust officers, investment professionals, and legal teams to ensure accurate execution of trust transactions
Identify and implement process improvements to enhance operational efficiency and reduce risks

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Senior Tax Accountant - Estate & Trust

We are currently seeking a Senior Tax Accountant with a specialization in Estate...

Location

United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL

Salary:

105000.00 - 115000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

3+ years of current Public Accounting Experience
Experience preparing Form 1041 Fiduciary Income tax returns
Experience preparing Form 709 Gift Tax returns
Experience preparing Form 706 Estate Tax returns
Experience preparing Deceased Taxpayer Income Tax returns
BA/BS Degree in Accounting, Finance, or related field
CPA Certification
or eligible to sit for the CPA exam
Proficiency with tax software, MS Office, and working knowledge of QuickBooks
Strong client rapport and project management skills

Job Responsibility

Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
Reading through trust agreements and wills to determine appropriate filings and estate structure
Complete monthly and quarterly accounting projects at client locations
Demonstrate an interest in practice development
Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
Actively supports new initiatives
Identify opportunities to improve assignment profitability and efficiency
Pursues self-development opportunities

Trust Accounting Staff Accountant

Personify Health is looking for a highly motivated Staff Accountant who will be ...

Location

United States , Fresno

Salary:

50000.00 - 60000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting - preferred
Proficiency in Windows and advanced Microsoft Excel skills including working with large sets of data
Knowledge of Microsoft Access – used frequently due to large volume of data
Strong knowledge of generally accepted accounting principles
Excellent written communication skills
Must be detail oriented with strong problem-solving skills
Ability to meet critical deadlines in a timely manner
Enthusiastic team player and ability to thrive in a fast-paced environment

Job Responsibility

Vendor payables
Vendor relationships
Vendor reconciliations
Vendor refunds tracking
Pulling banking data and reports
Banking deposits
Allocation of cash as needed
Claims funding and reimbursements
Reporting as needed
Ad Hoc requests

What we offer

Competitive base salary and benefits effective day one
Comprehensive medical and dental through our own health solutions
Unlimited PTO
Mental health support, retirement planning, and financial protection
Professional development with clear career progression and learning budgets
Mission-driven culture where diverse perspectives drive real impact on people's health

Fulltime

New

Creative Director

Robert Half Marketing and Creative has a client looking for a hands-on Creative ...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 7 years of experience in design, advertising, or a related creative setting, including advancement into senior creative leadership
Previous agency experience, ideally in a small or mid-sized environment where adaptability and cross-functional collaboration are important
A strong portfolio that demonstrates conceptual thinking, refined design execution, and successful work across multiple channels
Advanced knowledge of branding principles, typography, layout, visual systems, and content development
Experience presenting creative work to clients and building trust through clear communication and strong rationale
Proven ability to manage several projects simultaneously in a deadline-driven environment
Proficiency with Adobe Creative Cloud
Strong leadership, mentoring, and team partnership skills, with understanding of both print and digital production processes

Job Responsibility

Direct the development of creative solutions for brand initiatives, multi-channel campaigns, digital assets, print collateral, social content, and experiential work
Turn client goals and business priorities into original concepts and visually engaging communication that aligns with brand strategy
Guide assignments through each phase of the creative lifecycle, including briefing, ideation, design direction, review cycles, and final delivery
Provide thoughtful art direction and actionable feedback to designers, writers, freelance contributors, and external production partners
Represent the creative perspective in client discussions, formal presentations, and new business opportunities with confidence and clarity
Work closely with account, strategy, and production teams to keep deliverables aligned with project objectives, timelines, budgets, and brand standards
Contribute directly to concept development, layout refinement, visual storytelling, and hands-on design support when project needs require it
Coach and develop early-career and mid-level creatives while reinforcing consistent creative excellence across all accounts
Support agency growth by helping shape pitch materials, strengthen positioning, and produce standout work suitable for portfolio and case study use

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Relationship Banker - San Bernardino Corridor District

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch ...

Location

United States , SAN BERNARDINO

Salary:

25.00 - 38.00 USD / Hour

Wells Fargo

Expiration Date

June 16, 2026

Requirements

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ year of building and maintaining effective relationships with customers and partners

Job Responsibility

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

New

Enterprise Account Portfolio Manager

Allied Universal® is hiring a Enterprise Account Portfolio Manager. The Enterpri...

Location

United States , Lake Worth

Salary:

Not provided

Allied Universal®

Expiration Date

Until further notice

Requirements

Must possess one or more of the following: Bachelor’s degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry
Associate’s degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry
High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry
Minimum of two (2) years of account management experience driving customer solutions
Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen
Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results
Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction
Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business
Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events

Job Responsibility

Develop and nurture relationships with enterprise clients and Allied Universal’s branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings
Ability to travel domestic and international, ranging from 35% to 75% of the time based on client and company needs
Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews
Analyze, report and drive operational metrics and KPIs using Allied Universal’s Business Intelligence Platform, maximizing efficiency and productivity
Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance
Manage the P&L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management
develop strategies to achieve all financial targets
Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process

What we offer

Medical, dental, vision, basic life, AD&D,and disability insurance
Eligibility for our retirement plans
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law
Bonus

Fulltime

New

Senior Executive Assistant

Location

United States , Englewood

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

7–12+ years of administrative or executive support experience, including experience supporting senior or C-level executives
Strong interpersonal, organizational, and communication skills (written and verbal)
High level of discretion, professionalism, and sound judgment
Ability to manage shifting priorities and work effectively under pressure
Proactive, resourceful, and solution-oriented mindset
Experience interacting with senior stakeholders and high-profile individuals preferred
Advanced proficiency in Microsoft Office Suite (PowerPoint, Word, Outlook
Excel preferred)
Experience with document and design tools (e.g., Adobe) preferred
Bachelor’s degree preferred (Business Administration or related field is a plus)

Job Responsibility

Serve as a trusted partner to executive leadership by proactively managing priorities, optimizing schedules, and ensuring focus on high-impact initiatives
Act as a gatekeeper and facilitator to align executive priorities with organizational execution
Prepare and synthesize executive-level communications, including presentations, reports, and strategic updates
Drive follow-through on key initiatives by tracking deliverables, identifying risks, and ensuring accountability across leadership teams
Manage complex calendars, balancing long-term priorities with day-to-day demands
Lead planning and execution of executive meetings (e.g., board meetings, leadership meetings, strategic offsites), including agendas, materials, and follow-ups
Establish and maintain operating rhythms that support alignment and decision-making
Partner with leadership to develop insights, prepare reports, and translate data into actionable summaries
Serve as a liaison between executives and internal/external stakeholders to ensure clear communication and alignment
Coordinate cross-functional initiatives, remove barriers, and influence outcomes

What we offer

Health, dental, and vision insurance
Retirement savings plan
Paid time off and holidays
Wellness programs and employee support resources
Performance-based bonus opportunities

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Trust Accountant

Job Description

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