Role OverviewAs a Fiduciary Accounting Supervisor at BPM, you will play a vital role in helping high-net-worth individuals, families, trusts, estates, and fiduciaries manage complex financial matters with accuracy, care, and confidence. You will serve as a trusted resource to trustees, attorneys, beneficiaries, and other stakeholders, helping them navigate complex trust and estate administration matters.
What You Will Do
Prepare and review fiduciary accountings for trusts, estates, conservatorships, and guardianships. Prepare trustee reports, supporting schedules, and related analyses. Analyze trust documents and apply fiduciary accounting principles.
Why It Might Be a Fit
Caring people who put others first, self-starters who embody the BPM entrepreneurial spirit, authentic individuals with a diverse point of view, lifelong learners with a drive to excel, and resilient people who rise to the occasion.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- 5+ years of fiduciary accounting, trust administration, estate administration, or related experience.
- Experience preparing fiduciary accountings and supporting schedules.
- Strong technical accounting and analytical skills.
- Experience reviewing work and mentoring staff.
- Excellent written and verbal communication skills.
- Strong organizational and project management abilities.
Benefits
- Total rewards package
- Well-being resources
- Balance & flexibility
- Professional development opportunities
]]>