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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in complex accounting duties, including the preparation of distribution schedules for trust accounts and adherence to state and local jurisdiction requirements. Proficient in data analysis, discrepancy resolution, and financial reporting, ensuring accuracy and compliance in trust termination processes.
Highest-signal resume keywords
Complex Accounting DutiesPreparation Of Distribution SchedulesKnowledge Of GAAPData AnalysisEffective Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting DutiesDistribution SchedulesFinancial ReportingCash Flow StatementsResearch And Discrepancy ResolutionBookkeepingMathematical SkillsAttention To DetailTrust TerminationLegal Document Review
Soft Skills
Analytical ThinkingEffective Communication
Tools & Technologies
Microsoft Office
Certifications & Qualifications
Job-Specific Certification
Industry Keywords
Trust AccountsState And Local Jurisdiction RequirementsCourt-Mandated RequestsTrust AdministrationBeneficiary Distribution
About the role
Key responsibilities & impact- Perform complex accounting duties independently
- Prepare accountings and distribution schedules for complex revocable, irrevocable, and other trust accounts
- Follow state and local jurisdiction requirements to expedite trust termination
- Disseminate accountings to trust administration, attorneys, trust beneficiaries, or the appropriate court
- Retrieve, compile, and analyze complex data for court-mandated requests
- Identify and resolve discrepancies through research, troubleshooting, and analysis
- Review bank fees paid to date in terminating accounts
- Calculate amounts due before final account distribution
- Terminate trusts and ensure beneficiaries receive their shares accurately
- Review signed legal documents and prepare trust distributions
- Coordinate timing of trust termination and distribution activities
Requirements
What you’ll need- Associates or equivalent degree, or comparable combination of education, job-specific certification(s), and experience in lieu of a degree
- Typically 4+ years of related business or functional experience
- Knowledge of accounting duties and preparation of distribution schedules
- Knowledge of state and local jurisdiction requirements
- Strong math skills
- Analytical thinking and data analysis
- Bookkeeping and financial record keeping
- Knowledge of Generally Accepted Accounting Principles (GAAP)
- Financial reporting and cash flow statements
- Research and discrepancy resolution
- Working with Microsoft Office
- Accuracy and attention to detail
- Effective communication skills
- Must be based in Pittsburgh, Pennsylvania, or Philadelphia, Pennsylvania
- Must be able to attend monthly in-office team meetings
- No employment visa sponsorship or STEM OPT participation
Benefits
Comp & perks- Medical/prescription drug coverage with a Health Savings Account feature
- Dental and vision options
- Employee and spouse/child life insurance
- Short- and long-term disability protection
- 401(k) with PNC match
- Pension plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year
- 15 to 25 vacation days each year, depending on career level
