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Trust and Banking Coordinator - Miami, FL

Job ID: 1778760
OA Reference: ema_trustandbank

  • $80,000 to $85,000
  • Miami, 33131

Trust and Banking Coordinator
Location: 200 South Biscayne Blvd., Suite 4100, Miami, FL 33131
Work Arrangement: On-site (No remote work)
Compensation: Up to $85,000 annually
Reports To: General Counsel

Position Overview
The Trust and Banking Coordinator is responsible for managing trust and firm banking transactions, supporting treasury operations, ensuring compliance within real estate closings, and maintaining accurate reconciliations. This role supports the firm’s financial operations and requires exceptional attention to detail, professionalism, and confidentiality.

Key Responsibilities
-Post incoming wires received through various Treasury Management platforms.
-Process outgoing wires and check requests for real estate closings and settlement payments.
-Assist in opening and closing firm bank accounts.
-Open and close investment subaccounts for trust escrow deposits.
-Handle voided trust checks, stop payments, and reissuance of stale-dated trust checks.
-Process firm-related outgoing wires and record corresponding general ledger entries.
-Reconcile firm and trust bank account statements.
-Provide backup support to Cash Receipts by posting incoming operating account deposits.
-Maintain strong computer proficiency, particularly with Microsoft Office.
-Collaborate effectively with team members across the firm.
-Maintain excellent communication, organization, and professionalism.
-Ensure punctual and consistent on-site attendance.
-Perform additional duties as assigned.

Qualifications & Skills
-3–5 years of experience in law firm accounting (required).
-Experience with online business banking or Treasury Management platforms.
-Aderant accounting software experience (preferred).
-Strong interpersonal, organizational, and multitasking abilities.
-High level of reliability, confidentiality, and attention to detail.
-Ability to work effectively in a team environment.

Physical Requirements
-Ability to lift/carry up to 10 pounds.
-Frequent typing, writing, collating, and filing.
-Regular verbal communication and hearing required.
-Sedentary role with occasional standing, bending, and file retrieval.
-Visual requirements include close, distance, color vision, and the ability to adjust focus.

Work Schedule
-Full-time position.
-Standard hours: 9:00 AM – 5:30 PM, with flexibility to work additional hours as needed.

Disclaimer
This job description outlines the general scope and responsibilities of the role. It is not intended to encompass every duty or responsibility that may be assigned.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

(none specified)

AppleOne Representative Contact Info

Account Executive:
Ella Mae
Branch Phone:
Location:
Altamonte Springs, FL