What are the responsibilities and job description for the Trust Accounting Coordinator position at Everstory Partners?
Job Type
Full-time
Description
Why Everstory
At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person's journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners' role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.
The Impact You Will Make
The Trust Coordinator is responsible for ensuring accurate oversight, analysis, and management of all trust-related activities. This includes maintaining compliance with legal and regulatory requirements, preparing detailed reports, supporting internal and external audits, and analyzing data trends to identify exceptions. The Trust Accountant will proactively develop strategies to address and resolve issues efficiently, contributing to the organization's overall financial integrity and operational excellence.
Essential Duties and Responsibilities :
- Research and interpret state statue.
- Plan for all Annual Reports filing deadlines and audits.
- Research all issues related to report filing and state requirements.
- Prepare and submit Annual Reports in compliance with State and Federal Statutes.
- Analyze all system reports related to filing and trusting and sales documentation.
- Evaluate remittance and deposits.
- Minimize any potential issues by alerting Trust Manager to short falls or bottlenecks.
- Assist Trust Manager with Special Projects and Various duties.
- Collaborate with CPA, Location Administrators, Trust Administrators, and other parties.
- File establishment license renewals for cemetery and funeral locations.
- File initial acquisition licensure and facilitate communication with State Agencies to ensure proper licensure.
Requirements
Core Competencies :
Role Competencies :
Work Environment :
Our Investment in You
Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including : Medical, Dental, 401k with a company match, Life, Short-Term Disability, Long-term Disability, Vision, Tuition Reimbursement, Employee Discount Programs, Generous PTO Programs, Volunteer Opportunities & much more!
Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.
