Trust Operations-Disbursements Specialist at Staff Insight

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 our 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 FUNTION: 

• 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