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Trust Accountant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Chicago

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a detail-oriented Trust Accountant to join our team on a long-term contract basis in Chicago, Illinois. This role is ideal for someone with strong analytical skills who thrives in a collaborative environment and is committed to maintaining high standards of accuracy and compliance. As a key member of the trust operations team, you will play a vital role in ensuring the integrity of trust account transactions and supporting internal teams with operational needs.

Job Responsibility:

  • Process trust account transactions while ensuring compliance with bank policies and industry regulations
  • Conduct daily reconciliations of trust accounts and promptly address any discrepancies
  • Collaborate with trust officers and internal teams to provide exceptional client service and resolve operational inquiries
  • Monitor trust activities to ensure adherence to fiduciary standards and regulatory requirements
  • Identify opportunities for workflow improvements and contribute to initiatives that enhance operational efficiency
  • Utilize tools such as Bloomberg, SunGuard, and Microsoft Excel to manage financial data and reporting
  • Assist with the preparation and posting of journal entries and general ledger reconciliations
  • Perform cash reconciliations to ensure accurate account balances
  • Support mutual fund transactions and maintain accurate records for compliance purposes

Requirements:

  • Proven experience in trust accounting or financial operations
  • Expertise in bank reconciliations, general ledger management, and journal entry preparation
  • Proficiency in Microsoft Excel and familiarity with Bloomberg and SunGuard systems
  • Strong understanding of mutual funds, cash reconciliations, and financial reporting
  • Excellent attention to detail and ability to work effectively within a team
  • Solid knowledge of fiduciary standards and regulatory requirements
  • Analytical mindset with a proactive approach to problem-solving
  • Ability to thrive in a fast-paced environment and manage multiple priorities
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 04, 2026

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