Manager, Trust Accounting

Location

Indianapolis, IN | United States

Job description

Title: Manager, Trust Accounting Department: Trust Accounting

FLSA: Exempt Hours: 40

Position Summary

Manages trust accounting/fund operations and supports client services, in accordance with Company guidelines, client needs and legislative requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities

• Manages trust accounting staff, demonstrating leadership qualities consistent with management values and mission.
• Develops staff through performance management, goal setting, training, and effective employee relations.
• Oversees quality and quantity of work produced ensuring that appropriate quality and production internal service level agreements have been met, and insuring employees are held accountable and expectations are consistently met.
• Oversees internal systems, policies and procedures to ensure trust accounting operations are in compliance with client needs, new developments, regulations, and reporting requirements.
• Resolves escalated trust accounting issues for customer/client.
• Maintains communications and effective working relationships with management (including client services and all other operational units) and staff as well as clients, government agencies, unions, participants, attorneys, and consultants.
• Reviews financial statements completed by staff to ensure accuracy before releasing to the client
• Manages year-end audits with outside CPA firms so problem solving is required.
• Performs other similar and related duties as required.

Working Conditions/Physical Effort

• Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.
• May be subject to interruptions.
• May be required to lift a maximum of 25 lbs.
• Must be able to have flexible work schedule when workflow requires.
• Must meet established attendance and punctuality guidelines.

Minimum Qualifications

• Bachelor's Degree in business, management or related-field, or an equivalent combination of education and experience may be acceptable.
• CPA preferred
• 5 or more years of accounting experience
• Management experience preferred.
• Strong computer skills including Excel and Microsoft Word.

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at [email protected] , and we would be happy to assist you.

ZAS's Mission, Vision & Values

As a member of the ZAS team, each employee agrees to embrace and live out the mission, vision and core values of ZAS. The values we live and work by are:

• We focus on relationships
• We take risks thoughtfully
• Ethical behavior
• Performance and accountability
• We strive to win, but not at all costs

Zenith American Solutions, Inc.

Real People. Real Solutions. National Reach. Local Expertise.

Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We look for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

Internals to Apply:

If you meet the minimum qualifications and are interested in applying for this position, please submit an application. All applications must be received by 5:00 pm on the Internal Posting Deadline in order to be considered prior to external applicants.

* Zenith American Solutions is an Equal Opportunity Employer. Zenith does not discriminate on the basis of race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, status as a parent, veteran status or any other basis covered by appropriate law. All employment decisions on the basis of qualifications, merit, and business need.

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