Trust Accountant

The candidate should be an energetic and enthusiastic individual.

The Trust Accountant position allows an individual to join our team and learn the fundamentals of our business model.

This position is currently remote and can remain remote for the right candidate.

include, but are not limited to:

• Reconciliation of retirement plan investment accounts/trust accounting
• Preparation of Financial Statements
• Interim Review and updating of records
• Accounting for Participant Loans
• Contacting clients and financial institutions for necessary information

• Strong technical and PC skills (must be proficient in Excel)
• Attention to detail
• Ability to learn new software needed to carry out responsibilities of the position
• Ability to meet deadlines
• Able to adapt to changing priorities
• Able 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

The MandMarblestone Group, llc is considered one of the most respected TPAs in the Northeast and we are rapidly expanding our market in multiple states.

We currently have an actuarial department, ERISA attorneys, paralegals, administrators, trust accountants, and a separate distribution department to interact with participants.

Many of our staff hold QPA, QKA, and CPC designations.

We offer a casual, open work environment, competitive compensation and benefits, support for continued education, and a discretionary performance bonus program.

We are a growing organization offering a defined career path and significant opportunities for the right individuals.

We have minimal staff turnover and prefer to promote from within the firm.