Trust Accounting and Recordkeeping

Location: Dallas, TX

Department: FTA Managed Services

Type: Full Time

Min. Experience: Entry Level

DESCRIPTION

Candidates will have basic to advanced knowledge of accounting principles and MS Excel spreadsheet functions and formulas.  A background in settling, balancing, analyzing and auditing financial transactions and data will be beneficial in performing the day-to-day duties of this position.  Candidates must display attention to detail and the ability to effectively communicate issues and ideas to co-workers and management.

The ideal candidate will be able to work independently on day to day responsibilities, but also be able to work with team members across company platforms.   Candidates must be willing to continue learning in the retirement industry while working in our high volume, high growth environment with an overall goal of contributing to continued company, as well as personal career, growth and success.

CITZENSHIP

  • US Citizen
  • OPT Authorized (Accounting/Finance)
  • EAD Authorized (Accounting/Finance)
  • H-1B Authorized (Accounting/Finance)

SKILLS & EXPERIENCE

  • Reconciliation                  2+ Years
  • MS Excel                        2+ Years
  • Balance Sheet                 1+ Years
  • Data Analyzation              1+ Years

Start:                              ASAP

Schedule:                      Monday – Friday, 8:00 am – 5:00 pm CST

Education/Certification:  Bachelors Degree

Forward this Position
Recipient email address (one)
Your name
Your email address
Enter a message (optional)
Human Check*
Apply for this Position
* Required fields
First name*
Last name*
Email address*
Location
Phone number*
Resume*

Attach resume as .pdf, .doc, or .docx (limit 2MB) or paste resume

Paste your resume here or attach resume file

Cover Letter*
In 150 characters or fewer, tell us what makes you unique. Try to be creative and say something that will catch our eye!*
Do you have experience in the Retirement Field?*
If yes, please specify how much experience you have:*
Do you have experience with the following systems? Please select all that apply.*
Have you completed any of the following ASPPA exams? Please select all that apply.*
How many years of experience do you have providing Customer Service?*
Do you have experience with Conflict Resolution? If yes, please briefly desribe a recent example in which you performed conflict resolution.*
What is your level of proficiency working with Microsoft Excel?*
The following questions are entirely optional.
To comply with government Equal Employment Opportunity / Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Gender
Race/Ethnicity
Veteran/Disability status