Trust Accountant

Job title: Trust Accountant

Company: Robert Half

Job description: Job Description:Our client in Calgary is seeking a dedicated Trust Accountant to join their team on a contract basis. This is an exciting opportunity to work in a fast-paced environment with a focus on delivering exceptional service.Job Description: As a Trust Accountant, you will be responsible for managing a busy desk, overseeing a portfolio of trust accounts, and ensuring compliance with regulatory requirements. You will work closely with our trust administrators, financial advisors, and clients to provide accurate and timely financial reporting and support. This position requires strong attention to detail, excellent organizational skills, and the ability to multitask effectively.Responsibilities:

• Manage a portfolio of trust accounts, including record-keeping, financial reporting, and compliance.
• Prepare trust accountings and tax returns in accordance with regulatory requirements.
• Communicate regularly with trust administrators, financial advisors, and clients to address inquiries and provide updates.
• Review and reconcile trust account transactions and investment activity.
• Assist with trust administration tasks, including opening and closing accounts, processing distributions, and managing documentation.
• Stay informed about changes in trust and tax laws to ensure compliance and provide proactive support to clients.
• Collaborate with other team members to streamline processes and improve efficiency.
• Ad-hoc duties as requested.

Requirements:Requirements:

• 3+ years of experience in trust accounting or related financial services role.
• Bachelor’s degree in Accounting, Finance, or related field.
• Strong knowledge of trust administration principles and regulatory requirements.
• Experience working with Sage Intacct and trust accounting software (e.g., SEI Trust 3000, SunGard) preferred.
• Excellent analytical and problem-solving skills.
• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
• Strong communication and interpersonal skills.
• Available to start immediately

To be considered for this contract role, click the “Apply Now!” link or by using the Robert Half mobile app. Download it on the App Store or get it on Google Play today!Reference Number: 05000-0013258045Robert Half would like to thank all applicants for their expressed interest however, only those candidates identified for interview will be contacted.

Expected salary:

Location: Calgary, AB

Job date: Thu, 10 Jul 2025 03:43:52 GMT

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