Trust Processor

Williams Parker • Sarasota, FL • 1d ago

The Opportunity

Williams Parker is seeking an experienced Trust Processor to join the firm's accounting function and oversee the accurate, timely, and secure movement of client trust funds. This specialized role manages trust transactions from initial review through final confirmation while maintaining the controls, documentation, and confidentiality essential to law firm trust accounting.

For more than a century, Williams Parker has served individuals, families, businesses, and institutions through sophisticated counsel, exceptional service, and sound judgment. The Trust Processor contributes directly to that standard by protecting client funds and ensuring that significant, time-sensitive transactions are handled with accuracy, security, responsiveness, and care.

What You Will Do

Process client trust transactions with accuracy and control. Review requests for completeness and cleared funds, then process incoming and outgoing wires, trust checks, deposits, stop payments, voids, internal transfers, and other trust disbursements.

Monitor transactions through completion. Confirm that funds have been received, released, returned, or otherwise resolved. Research delayed, rejected, returned, or compliance-held electronic payments and work with bank representatives to resolve issues.

Maintain complete trust accounting records. Post or facilitate the posting of trust receipts to the appropriate client trust ledger and document transaction requests, approvals, bank confirmations, and verification communications.

Coordinate time-sensitive transactions. Provide updates to closing and post-closing paralegals and communicate with attorneys and accounting personnel when additional information, authorization, corrective action, or escalation is required.

Protect client funds and strengthen trust processes. Follow internal controls, segregation-of-duties requirements, fraud-prevention practices, and confidentiality standards. Support the resolution of aging trust balances, dormant funds, and potential unclaimed-property items, and contribute to process improvements.

Requirements

What You Will Bring

Trust and financial transaction experience. Prior experience processing client funds, wire transfers, or other financial transactions in a controlled accounting, banking, legal, title, escrow, or real estate closing environment. Experience with trust accounting or IOLTA accounts is preferred, along with familiarity with commercial or treasury banking and domestic and international wires.

Strong controls and risk awareness. An understanding of transaction controls, segregation of duties, fraud prevention, positive pay, confidential financial information, dormant trust balances, and unclaimed-property procedures.

Exceptional accuracy and judgment. Meticulous attention to detail, sound judgment, organization, and follow-through, including the ability to identify discrepancies and recognize when further review or escalation is required.

Composure and responsive communication. The ability to manage multiple priorities and remain focused while processing urgent or high-value transactions, together with clear written and verbal communication skills.

Benefits

Why Williams Parker

A trusted role with meaningful responsibility. Hold an essential role in protecting client funds and supporting legal matters involving significant, time-sensitive financial transactions.

Sophisticated work in a service-centered culture. Support attorneys, paralegals, and accounting colleagues across practices serving clients with complex legal and financial needs.

Collaboration grounded in financial stewardship. Work alongside colleagues who value effective controls, careful documentation, sound judgment, discretion, and responsive service.

A competitive total rewards package. Williams Parker offers competitive compensation; comprehensive insurance benefits; employer contributions to its Employee Savings Plan and 401(k); paid time off; paid parental leave; wellness programs; and access to discounts and special offers through WP Perks at Work.

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