Trust Accountant

Mand Consulting Group

. Reconcile retirement plan investment accounts and perform trust accounting .

Posted 9/16/2026full-timeRemote • United StatesMid-LevelSenior💰 $45,000 - $54,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in reconciling retirement plan investment accounts and performing trust accounting, with strong proficiency in Excel and a commitment to continuous improvement. Capable of preparing financial statements and effectively communicating with clients and financial institutions.

Highest-signal resume keywords

Retirement Plan ReconciliationTrust AccountingFinancial Statement PreparationExcel ProficiencyClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan ReconciliationTrust AccountingFinancial Statement PreparationExcel ProficiencyParticipant Loan Accounting

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationTeam CollaborationAdaptabilityInitiative

Industry Keywords

E-VerifyBackground CheckContinuous ImprovementDeadline Management

About the role

Key responsibilities & impact

Reconcile retirement plan investment accounts and perform trust accounting
Prepare financial statements
Conduct interim reviews and update records
Account for participant loans
Contact clients and financial institutions to obtain necessary information

Requirements

What you’ll need

Strong technical and PC skills
Proficiency in Excel
Ability to learn new software
Ability to meet deadlines
Ability to adapt to changing priorities
Ability to work as part of a team
Strong verbal and written communication skills
Initiative
Commitment to continuous improvement
Motivation to learn and grow within an organization
Employment dependent on results of a background check
Participation in E-Verify employment eligibility verification

Benefits

Comp & perks

Remote work arrangement
Defined career path
Significant opportunities for advancement
Opportunities for promotion from within the firm
Opportunities to learn and grow within the organization