Trust Account Specialist

Clyde & Co • Kansas City, MO

3d • Hybrid

About The Position

As a member of the Finance and Accounting team, the Trust Account Specialist processes trust transactions, maintains accurate and complete trust accounting records, and supports compliance with applicable trust accounting requirements across multiple provincial and state jurisdictions. The role contributes to the development and continuous improvement of internal processes, controls, and specialized projects. It requires sound judgment, initiative, professionalism, and close attention to detail, with regular interaction with legal professionals, administrative teams, banking partners, and other internal and external stakeholders.

This is a hybrid position requiring a minimum of two days per week in the Kansas City office, with additional in-office attendance based on business needs.

Requirements

• College diploma or university degree, preferably in Accounting, Finance, Business Administration, or a related discipline; an equivalent combination of education and relevant experience will be considered.
• Minimum of two years of experience in trust accounting within a law firm or other professional services environment.
• Intermediate to advanced proficiency in Microsoft Excel and working knowledge of Microsoft Word.
• Sound judgment and strong analytical and problem-solving skills, with the ability to determine an appropriate course of action.
• Exceptional attention to detail and a consistent commitment to completing work thoroughly and accurately.
• Strong organizational, prioritization, and time-management skills, with the ability to manage competing demands and meet deadlines.
• Professional and diplomatic communication skills, with the ability to work effectively with legal professionals, administrative teams, banking partners, and other stakeholders.
• High standards of integrity, discretion, and confidentiality when handling client funds and sensitive information.
• Self-motivated, dependable, and proactive, with the flexibility to support team members and changing business priorities.
• Ability to work effectively both independently and collaboratively in a team environment.

Nice To Haves

• Experience processing trust receipts and disbursements, wire transfers, trust reporting, and bank reconciliation items.
• Experience working with accounting or financial systems.
• Knowledge of Elite 3E and/or Enterprise financial software.
• French written and oral communication skills.

Responsibilities

• Process outgoing trust transactions accurately and on time, confirming transaction details with legal teams as needed and ensuring compliance with internal controls and applicable trust accounting requirements.
• Prepare trust disbursements, including scheduled payment runs, rush cheques, and wire transfers.
• Monitor trust account balances and follow up with legal teams to ensure balances remain active, current, and appropriately supported.
• Assist with bank reconciliation matters and month-end analysis, including investigating and helping resolve outstanding or unreconciled items.
• Prepare monthly and annual trust reports as required to support compliance with applicable provincial and state bar association requirements.
• Respond to information questions and requests from Finance and other departments across the firm.
• Liaise with banking partners to open client-specific trust accounts when required.
• Maintain and strengthen trust accounting controls by reviewing procedures, identifying control gaps, and ensuring established controls are consistently followed.
• Identify and recommend process improvements that enhance accuracy, efficiency, consistency, and service delivery.
• Support special projects, including financial system implementations, software rollouts, testing, and process enhancements.
• Provide guidance and training to legal and administrative personnel regarding trust-related transactions, documentation, and procedures.
• Maintain complete and organized electronic and physical trust records in accordance with established filing and retention requirements.
• Support the Finance and Accounting team with other duties and initiatives required to provide a high level of service to the firm and its clients.

Benefits

• Hybrid work flexibility
• Generous paid time off and holidays, plus an annual wellbeing day
• Medical, dental, and vision coverage for the employee and their family
• Short-term and enhanced long-term disability plans
• Referral bonuses
• Mentorship, global training programs, and career development support
• Social events, volunteer and community service initiatives, and professional development opportunities
• Six months of fully paid parental leave for all parents, regardless of gender or path to parenthood

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree