Website LeTort Trust
LeTort Trust is seeking an individual to serve full-time as an Investment/Accounting Operations Specialist. LeTort Trust is a private Trust Company, providing comprehensive Qualified Retirement Plan and Wealth Management services, to businesses, institutions and individuals. This position will be part of the trust company operations team supporting both the Personal Trust/Wealth Management and Retirement Plan Services divisions.
The position will require effective utilization of all operating systems and prior experience with a trust accounting system. Hands on experience with FIS and Relius operating systems is a plus, but not required. The qualified candidate will need to have a thorough understanding of investment products and/or accounting in a related environment.
Responsibilities will include the collection and processing of assets and many investment/trust accounting functions. In addition, duties will include income collections, capital changes, managing cash sweeps/transfers, daily system/cash balancing and securities movement/control. This position will also be responsible for assisting with the trading and reinvestment of mutual funds for trust company clients. The position requires a basic understanding of 1099 and 1099R reporting and will support tax reporting for both personal and retirement clients.
The candidate should possess the ability to work independently, handle a varied workload, meet stringent deadlines and prioritize their many tasks. Strong data entry skills and the ability to work across multiple data bases and systems are essential to the position. In addition, a degree of confidence interacting with team members, clients and vendors is required of the candidate.
To qualify, candidates should possess an accounting, business or finance degree and/or related experience. Experience with word and excel are essential.
Qualified candidates should send their resume to: email@example.com
LeTort Trust was formed as an independent trust company to create a highly specialized wealth management firm combining the investment resources of a large firm, with the highly personalized service found in a boutique wealth management company. LeTort Trust has been serving the central PA market since 2002, providing business owners, executives and individuals with a wealth of experience in the retirement plan services, investment management and personal trust industries. For further information on LeTort Trust, please visit our website at www.letorttrust.com.
LeTort Trust is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law
We build better lives and brighter futures for our clients, employees and the communities we serve.
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