Trust Compliance Analyst, Robert Half

Trust Compliance Analyst

Robert Half

Location:

United States, Houston

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

Our client is hiring a Trust Compliance Analyst to ensure compliance with trust-related regulations and assist with financial operations.

Job Responsibility:

Reconciling trust transactions and accounts
Preparing journal entries and schedules
Reviewing compliance for preneed and endowment care trust processes
Managing deadlines
Collaborating with business locations
Supporting audits and tax filings
Staying up-to-date on regulatory changes

Requirements:

Strong attention to detail
Experience with account reconciliations
Experience in banking, trust compliance/accounting
Degree in Accounting/Finance
Minimum of 2 years of experience in a similar role
Proficient in Microsoft Excel and Microsoft Word
Experience with auditing
Ability to perform Ad Hoc Analysis
Strong financial analysis skills
Responsible for daily reconciliation tasks
Familiarity with account reconciliation

What we offer:

Medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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