Supervisor, Trust Accounting

Title: Supervisor, Trust Accounting Department: Trust Accounting

Bargaining Unit: NBU Grade: N/A

Position Type: Exempt Hours per Week: 40

Position Summary:

Provides daily leadership and supervision to Trust Accounting team to meet and exceed client expectations and operational needs.

Optimize workflows/processes, tools, staff allocation, and technology to ensure efficient and cost effective day to day operations.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

General Duties:


* Provide daily leadership and supervision to Trust Accounting team consistent with management values and mission.

Assign, distribute and monitor quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements.

Develop staff through performance management, goal setting, training, and effective employee relations.

Review and approve timecards, time off requests, and the accuracy of labor allocations and payroll processing information.


* Optimize workflows/processes, tools, staff allocation, and technology to ensure efficient and cost effective day to day operations.


* Implement and monitor internal systems, policies and procedures to ensure operations are in compliance with client needs, new developments, regulations, and reporting requirements.


* Provide input into departmental budget and oversee expenses to ensure efficient operation within budget guidelines.


* Prepare and/or review account reconciliations, accruals and financial statements for reasonableness and compliance with Generally Accepted Accounting Principles.


* Ensure effective communications and working relationships with management and staff as well as clients, government agencies, unions, participants, attorneys, and consultants.


* Ensure compliance with HIPAA and other regulatory and legal guidelines, and troubleshoot and resolve customer/client service issues.


* Maintain current knowledge of assigned Plan(s) and effectively apply knowledge.


* Perform other similar/related duties and special projects as required.

Minimum Qualifications:


* Bachelor's degree in Accounting, Finance, or a closely related field, or equivalent combination of education and work experience.


* Minimum of 5 years related experience with strong working knowledge of complex pension processing.

Prior multi-employer and Taft-Hartley trust fund experience strongly preferred.


* Minimum of 3 years supervisory experience, preferably in an insurance, benefits, or TPA environment.


* Exceptional team player with the confidence and integrity to earn client and internal team confidence quickly.


* Accomplished change leader, demonstrating a flexible approach and resilience to setbacks.

Able to drive operational and cultural change.


* Proven ability to recruit, lead and motivate a team in order to bala...