Jobs Companies Williams Parker Trust Processor

Über diese Trust Processor Stelle bei Williams Parker

Williams Parker · Vor Ort · Sarasota, Florida, United States

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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Über Williams Parker

Williams Parker was founded in 1925. Our attorneys and staff include native Floridians as well as “transplants.” Every one of us lives and works here because the quality of life in our region is second to none.

We are hard-working, fair-minded, and community-centered attorneys who are distinctive in our support of and collaboration with one another. Our large base of loyal clients is our most important source of new clients. Our clients are primarily developers, entrepreneurs, governmental entities, and families of means. They appreciate our attentiveness, discretion, and judgment.

We recruit carefully, which means we enjoy low turnover among our employees. An unusually large percentage of our attorneys have advanced degrees in law (LL.M), accounting (master’s or CPA), or business (MBA). Our technical legal skills match our clients’ demands for solutions to a wide range of complex legal challenges here and abroad.

We practice in the legal disciplines that align with our client base. In those disciplines, we have built national-caliber capabilities. To meet our clients’ needs over time, we have expanded our ranks. We choose to practice from a single office to create operating efficiencies for our clients and to permit us to maintain our hallmark collegiality.

Our clients’ legal challenges often involve matters in other states or countries. We regularly work with attorneys in an international network of similarly situated law firms to help our clients secure the legal support they need wherever they need it. This network of corporate and tax attorneys operates globally and provides our clients with a practical way to access global markets and foreign counsel.

We invite you to visit our website to learn more about our firm and attorneys.

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