Trust Operations Coordinator
$51,000–$66,000 year
RemoteUnited States
Job Summary
Scan inbound trust settlement checks and load them into the Remote Deposit Capture staging. Maintain a daily receipt log capturing payer, amount, client matter number, proposed destination account, and confirmation status. Flag unmatched items for escalation and perform initial data entry and transaction coding in NetSuite following established account mapping standards. Prepare daily deposit summaries, reconcile to RDC confirmation records and bank activity reports, and maintain organized digital records per the document retention policy. Assist with exception resolution, returned items, and special handling requests as directed by the Trust Accounting Specialist or Senior Specialist. Support audit preparation by pulling receipt logs, deposit confirmations, and supporting documentation as requested. Cross-train on basic disbursement review tasks to provide coverage support as the team scales.
Required Qualifications
- Associate's or Bachelor's degree in Accounting, Finance, Business, or related field, or equivalent work experience
- 2–3 years of experience in banking operations, legal financial administration, bookkeeping, accounts receivable, or a similar high-volume transaction processing role
- Strong data entry accuracy with demonstrated attention to detail in financial processing environments
- Comfort with multiple banking systems and digital tools; ability to learn new platforms quickly
- Organized, dependable, and process-oriented with excellent follow-through
- Good communication skills; ability to coordinate with legal and operations teams to resolve questions
Desired Qualifications
- Prior experience with Remote Deposit Capture (RDC) systems or multi-bank environments
- Familiarity with legal case management systems such as Filevine or similar
- Experience with QuickBooks, NetSuite, or any ERP system for transaction entry
- Background in trust accounting, escrow processing, or legal financial operations
- Experience in a compliance-oriented or regulated financial environment
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