Supervisor, Trust Accounting

Position Summary

The Supervisor, Trust Accounting provides daily leadership and oversight to a Trust Accounting team in accordance with Company guidelines, client needs, and regulatory requirements.

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

Key Duties and Responsibilities


* Provides daily leadership and supervision to staff consistent with management values and mission.


* Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements.


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


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


* Employs management oversight measures to ensure ongoing compliance with regulatory and legal guidelines.


* Reviews and approves timecards, time off requests, and validates the accuracy of labor allocations and payroll processing information.


* Maintains current knowledge of assigned Plan(s) and effectively applies knowledge.


* Prepares and/or reviews account reconciliations, accruals, and financial statements for reasonableness and to confirm compliance with Generally Accepted Accounting Principles.


* Reviews 941 and 945 Forms for accuracy; ensures timely filing with IRS.


* Provides oversight of cash management; approves bank transactions and online administration.


* Conducts new hire and ongoing training to staff.


* May participate in year-end audit process acting as initial point of contact to outside auditors.


* Performs other duties as assigned.

Minimum Qualifications


* Bachelor's degree in Finance or Accounting.


* Four years of experience in accounting including one year in a supervisory or mentoring role.


* Thorough understanding of common accounting principles and practices.


* Working knowledge of accounting software.


* Strong organizational skills with a demonstrated attention to detail and the ability to meet deadlines.


* The ability to communicate clearly and professionally, both verbally and in writing.


* Strong work ethic and the ability to work effectively in a team environment.


* Exceptional customer service skills and ability to effectively communicate with all levels of the organization.


* Computer proficiency including Microsoft Office tools and applications.

Preferred Qualifications


* Experience working in a third-party administrator, insurance, or health and welfare environment.


* Prior experience in Taft-Hartley trust administration.



*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.

Duties, responsibilitie...