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Trust and Banking Coordinator - Miami, FL

Job ID: 1782672
OA Reference: ema_trust&bank

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

Trust and Banking Coordinator (In-Office)
Salary: Up to $85,000
Job Type: Full-Time
Work Schedule: Monday–Friday, 9:00 AM – 5:30 PM
Work Location: In-office (no remote work)

Job Summary
We are seeking an experienced Trust and Banking Coordinator to support firm banking, trust accounting, and treasury-related functions. This role is responsible for processing wires, managing trust and operating accounts, reconciling bank statements, and ensuring accuracy and compliance with financial procedures.
The ideal candidate has a strong background in law firm accounting, title companies, or banking, and is highly detail-oriented, organized, and dependable. This position reports directly to the General Counsel.

Key Responsibilities
-Post incoming wires through Treasury Management platforms
-Process outgoing wires and check requests for real estate closings and settlement payments
-Assist with opening and closing firm bank accounts
-Open and close investment subaccounts for trust escrow deposits
-Handle voided trust check requests, stop payments, and reissuance of stale-dated checks
-Process firm-related outgoing wires and post corresponding general ledger transactions
-Reconcile firm and trust bank account statements
-Back up the Cash Receipts team by posting incoming operating account deposits
-Maintain accurate records and ensure compliance with internal controls
-Use Microsoft Office products efficiently in daily operations
-Work collaboratively with associates and internal teams
-Demonstrate reliability, punctuality, and consistent on-site attendance
-Perform additional duties as assigned

Qualifications
-3–5 years of experience in law firm accounting (required)
-Experience with online business banking or Treasury Management platforms
-Background in a law firm, title company, or banking environment
-Experience with Aderant accounting software is a plus
-Strong organizational, communication, and interpersonal skills
-High level of attention to detail and ability to multitask
-Professionalism, discretion, and reliability required

Pre-Employment Requirements
Criminal background check required
Credit check required (no bankruptcies or high levels of debt)
Social media review conducted as part of the hiring process

Physical Requirements
Ability to lift and carry up to 10 pounds
Frequent typing, filing, and data entry
Primarily sedentary role with occasional filing and movement
Ability to lift files, open cabinets, bend, and stand as needed
Visual requirements include close vision, distance vision, color vision, and focus adjustment
Must be able to regularly talk and hear

Position Details
Full-time, in-office role
Standard business hours with flexibility for additional hours when needed

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