Financial Paralegal / Trust Analyst

Ray Quinney & Nebeker

Salt Lake City, UT

Expired: May 09, 2024 Applications are no longer accepted.

Full-Time

Position Summary

This Financial Paralegal / Trust Analyst position is integral to our trust administration and private foundation operations. It requires a thorough understanding of accounting and the motivation to ensure the work is 100% accurate. The position is responsible for preparing and reviewing various journal entries, balance sheet reconciliations, and preparing both regular and ad-hoc reports. The position coordinates directly with an attorney on various financial aspects of trust and private foundations administration for ultra-high net worth clients. Confidentiality of proprietary information is a must.

Primary Duties & Responsibilities

Track multiple tax deadlines and incoming tax documents.
Coordinate with CPA, clients and investment advisors to obtain missing tax documents.
Track grant reconciliation and update historic analysis.
Manage correspondence between attorney and clients.
Organize, file, and maintain physical and electronic files.
Proofread draft documents.
Review cash statements and financial reports for accuracy.
Pay bills and write checks.
Prepare trust accountings, as needed and miscellaneous projects as requested.
Multiple account reconciliations, including scanning and uploading monthly statements.
Prepare Unitrust quarterly calculations.
Communicate with internal teams, financial institutions, and CPA.
Daily tracking and entering of billable time for each client into the firm's client billing system.
Other duties as assigned.

Knowledge, Skills and Abilities

Advanced proficiency in Excel, including but not limited to basic and advanced formula usage, data sorting, graphing, filtering, pivot tables and manipulation.
Intermediate proficiency in Microsoft Outlook and Word.
Typing speed of at least 45 words per minute with 95% accuracy.
Ability to both, follow instructions, and think and work independently.
Excellent written and verbal communication skills.
Ability to simultaneously manage multiple projects.
Understanding of written legal material.
Ability to understand and summarize basic financial statements.
Knowledge of accounts payable procedures.

Qualifications