Boston MA
Accounting/Finance

Trust Operations – Disbursements Specialist

CM Legal

Trust Operations – Disbursements Specialist 

The Trust Operations – Disbursements Specialist is primarily responsible for the timely and accurate distribution of funds to and for the benefit of clients, including by check, wire and ACH transfer.  The position is a non-exempt position located in the Boston office, providing in-person support and services to the partners.  

RESPONSIBILITIES: 

  • Processes ad hoc and repetitive requests for payments in the Trust Accounting software.
  • Inputs future distributions as instructed.   
  • Initiates wire and ACH transfers online to the designated bank as well as implements in-house transfers as instructed.
  • Maintains the Positive Pay file with the bank.
  • Responds to client and attorney questions regarding distributions.
  • Troubleshoots problems in their job duties area.
  • Performs such other duties as are necessary from time to time to ensure the timely, efficient and accurate rendering of Trust services.

QUALIFICATIONS:

  • College degree and/or a minimum of three years of successful trust accounting work experience.
  • Experience and demonstrated proficiency working with numbers and software programs required.

 
ADDITIONAL SKILLS/EXPERIENCE/ESSENTIAL FUNCTION:

  • Must have strong aptitude for working with numbers and the ability to work proficiently with necessary software programs.
  • Excellent attention to detail and organizational skills with the ability to timely and accurately follow instructions and time schedules, and maintain accurate records.
  • Ability to manage multiple responsibilities, while utilizing Firm resources to accomplish tasks, set priorities, and work well under pressure.
  • Ability to work independently as well as a member of a team participating on projects. 
  • Interpersonal skills include a high degree of sensitivity, tact and diplomacy when dealing with clients and the ability to interact positively and professionally with both staff and lawyers.
  • Remain composed and interact positively and professionally with partners and employees in all situations.
  • Ability to communicate effectively in person, in writing and electronically with strong verbal and writing skills.
  • Technical proficiencies include the effective use of a PC and the ability to work on various software packages used by the Firm including AccuTrust Cheetah (training will be provided).
  • The ability to quickly, efficiently and consistently perform accurate data input with a basic knowledge of accounting functions and/or spreadsheet work.
  • Work in an organized manner to ensure timely and efficient work performance as well as continuity of services.
  • Always be and always be perceived as highly confidential as pertains to partners’ and employees’ personal information as well as Firm information.
  • Continually advance in the knowledge and skills required to perform job duties

 

  • Max. file size: 300 MB.

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