Trust Accounting Coordinator

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 Accountant 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

• Bachelor’s degree in business, accounting, finance, or other related area.
• 2 – 4 years of experience in accounts receivable, accounts payable, or financial reporting preferred.  
• Enterprise Resource Planning (ERP) system experience is preferred.
• Intermediate to advanced MS Excel Skills including but not limited to: pivot tables, VLOOKUP, and advanced filtering. 
• Ability to interpret any incoming documents concerning employment, State, and Federal compliances.
• Ability to maintain a high level of discretion and confidentiality when handling sensitive information.
• Must possess valid driver's license. 

Core Competencies:

• Compassion - Genuinely cares about people; is concerned about their work and non-work problems; is available and ready to help; is sympathetic to the plight of others not as fortunate; demonstrates real empathy with the joys and pains of others.
• Customer Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
• Ethics and Values - Adheres to appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.

Role Competencies:

• Composure – Is cool under pressure, does not become defensive or irritated when times are tough; is considered mature; can handle stress; is a settling influence in a crisis.
• Patience – Is tolerant with people and processes; listens and tries to understand the people and the data before making judgements and acting; sensitive to due process and proper pacing; follows established process.
• Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective solutions. Probes all fruitful sources for answer. Can see hidden problems. Is excellent at honest analysis. Looks beyond the obvious and doesn’t stop at the first answers.
• Planning – Sets objectives and goals based on length and difficulty of projects. Breaks down work into process steps. Develops schedules and task/people assignments. Anti