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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust account management, ensuring compliance with regulatory requirements and accuracy in financial reporting. Proficient in bank reconciliations and collaboration with cross-functional teams to support financial operations.
Highest-signal resume keywords
Trust Account ManagementBank ReconciliationsFinancial AnalysisRegulatory ComplianceReal Estate Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AccountingFinancial ReportingEscheatment LawsCash Movement ProcessingEscrow TransactionsProcess DevelopmentDatabase IntegrityTrust Reporting
Soft Skills
Strong CommunicationHighly OrganizedDetail-OrientedProactive
Tools & Technologies
Microsoft OfficeGoogle WorkspaceSkySlope
Certifications & Qualifications
Associate’s Degree in BusinessFinance, or Accounting
Industry Keywords
Trust AccountsTreasury OperationsSarbanes-Oxley ComplianceReal Estate
About the role
Key responsibilities & impact- Maintain and ensure accurate and complete accounting of multiple trust account transactions in accordance with state regulatory requirements
- Identify and research trust account discrepancies and resolve outstanding items promptly
- Ensure compliance with escheatment laws and proper handling of trust accounts
- Review and process daily cash movement requests, including remittances, wire transfers, checks and other disbursements
- Record escrow-related transactions and activities across multiple platforms
- Work closely with state brokers, agents, company employees, and banks
- Perform monthly bank reconciliations
- Assist in creating trust reports and performing financial analyses
- Assist in developing and implementing processes, policies, and procedures
- Partner with Accounting, Operations, and Legal teams to ensure compliance with Sarbanes-Oxley and other regulatory requirements
- Liaise with internal accounting and finance teams to ensure trust account activity is accurately recorded
- Attend weekly state and team meetings
- Work on Treasury Operations projects and other assignments as directed by management
- Provide backup support to other accountants in the department
- Maintain database integrity and accurate recordkeeping
- Undertake additional responsibilities as assigned by management
Requirements
What you’ll need- Associate’s degree or higher in Business, Finance, or Accounting, or equivalent experience
- Minimum of 2 years of experience in finance or accounting
- Proven experience with bank reconciliations
- 1+ years of experience in the Real Estate industry (preferred)
- Strong communication skills with the ability to collaborate effectively with internal and external teams
- Highly organized and proactive, capable of managing work independently to meet deadlines and commitments
- Detail-oriented with a commitment to accuracy and precision
- Proficiency with Microsoft Office and Google Workspace applications (intermediate level)
- Knowledge of SkySlope transaction management software a plus
- Ability to prioritize tasks and work efficiently under minimal supervision
Benefits
Comp & perks- Fully remote environment
- Flexible Time Off for salaried employees
- 401k with 4% match (immediate vesting)
- Robust Medical, Dental, & Vision benefits
- Company provided equipment
- Monthly Technology Stipend
- FSA & HSA with employer contributions
- Health & Wellness incentives
