Court Accounting Associate

Title: Court Accounting Associate

Location: Brooklyn, OH

Rate: $20 - $20/Hour

Description

Job Description

Job Profile KPB Associate – member of the Trust and Estate Settlement Team

Job Description The Associate is responsible for preparing and filing timely probate accountings and required documentation to appropriate court. Assists with day-to-day administrative functions and backs up associates/analysts within the department.

ESSENTIAL JOB FUNCTIONS

Administrative Support

• Performs day-to-day functions, such as opening mail, imaging documentation, client maintenance on trust accounting system, filing documents in account physical file

• Prepares accounting worksheets and summaries, then files with the appropriate Ohio county probate court by due date • Ensures fees are taken correctly with each accounting

• Provides front-line service to vendor who prepares all non-Ohio based accountings (i.e., prints documentation and prepares for manager signature, then files accounting with court).

• Researches accounting questions posed by vendor

• Establishes and maintains orderly record keeping system ensuring maintenance of confidential account files and departmental spreadsheets are up-to-date

Client Management

• Provides support to team.

• Relays court hearing date information to beneficiaries through written correspondence Team Collaboration

• Provides backup for other Associates.

• Assists with updating client records on trust accounting system

• Builds and maintains effective working relationships with other team members (Trust Tax, Field Trust Officers, Vendor) to ensure high quality and timely preparation of probate accountings.

Qualifications

Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills

Mathematical and deductive reasoning

Ability to interact effectively in a team environment

Demonstrated attention to detail

Proficient in all Microsoft Office Applications, especially Excel and Word

Exercises sound judgment, discretion and confidentiality in all matters involved in this job

Takes initiative and works independently on routine as well as more complex and miscellaneous matters

Excellent written and verbal communication skills