Trust and Banking Coordinator

Duties and Responsibilities

• Post incoming wires received through various Treasury Management platforms.
• Process outgoing wires and check requests for all real estate closings and settlement payments.
• Assist in the opening and closing process of firm bank accounts.
• Open and close investment subaccounts for trust escrow deposits.
• Assist with requests relating to voided trust checks, stop payments, and reissuing stale-dated trust checks.
• Process firm-related outgoing wires and post corresponding general ledger transactions.
• Reconcile firm and trust bank account statements.
• Back up the Cash Receipts team with the posting of incoming operating account deposits.
• Computer proficiency and technical aptitude with the ability to use Microsoft products.
• Ability to work effectively in a team environment with associates.
• Excellent communication and organization skills.
• Physical attendance and punctuality at the place of work.
• Performs additional duties as instructed and assigned.

Skills and Educational Requirements

• Experience working with online business banking or Treasury Management platforms.
• Aderant accounting software experience, a plus.
• Strong interpersonal and organizational skills.
• Reliability, teamwork, professionalism, ability to multi-task, and attention to detail are essential.
• Must have 3 – 5 years of experience work experience in law firm accounting.

Physical Demands

• The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Including lift/carry, up to 10 pounds, typing/using a keyboard, writing by hand, collating/filing.
• While performing the duties of this job, the employee is regularly required to talk or hear.
• Primarily a sedentary role; however, some filing is required; it would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary. Specific vision abilities required by this job include close vision, distance vision, color vision, and the ability to adjust focus.

Position Type/Expected Hours of Work

• Full-time position.
• Hours are 9:00 am – 5:30 pm with the flexibility to work extra hours, as needed

If interested, please contact Valentina Lazoja at 732-252-0031 or vlazoja@friedmanwilliams.com.