Accountant, Sr (Investments)
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Apply to Accountant, Sr (Investments) at Deseret Trust CompanyJob details
- Location
- Salt Lake City, Utah
- Work type
- Hybrid
- Compensation
- $68,700 - $88,000/yr
- Posted
- 4 days ago
- Apply on
- epej.fa.us2.oraclecloud.com
About this role
Senior Accountant (Investments)
Salary Range: $68,700 to $88,000 annually
Hybrid Schedule: In office Monday, Tuesday, and Thursday. Remote Wednesday and Friday.
About the Role
The Senior Accountant performs investment and trust accounting activities, daily transaction processing, reconciliations, reporting, and other operational accounting functions.
While this position is an employee of Deseret Trust Company, it supports the broader mission of The Church of Jesus Christ of Latter-day Saints. The role is within a smaller, collaborative department with the support, stability, and benefits of a larger organization.
About Deseret Trust Company
Deseret Trust assists in preparing the way for the work of salvation and exaltation by being a trusted partner in providing essential financial resources and fiduciary services.
To learn more about Deseret Trust, visit: https://www.deserettrust.com/
To help the Church accomplish its religious mission, all employees must hold a current temple recommend (if endowed) or be temple worthy as indicated by a certification from an ecclesiastical leader (if not endowed).
Employees are expected to follow the teachings of Jesus Christ and Church leaders and live the principles of honesty, integrity, and morality. Employees serve as role models by helping further the mission of the Church through their work and interactions with others.
Responsibilities
What to Expect
This is a hands-on accounting role with significant daily transaction volume and recurring deadlines. Successful employees are professional and comfortable balancing detail-oriented processing work with analysis, reporting, problem solving, and process improvement. There are busy periods throughout the month and year that require flexibility and attention to deadlines.
Responsibilities
- Process investment and trust account transactions.
- Prepare daily reconciliations and recurring accounting activities.
- Prepare assigned financial and operational reports.
- Support month-end and year-end accounting processes.
- Identify opportunities for process improvements and operational efficiencies.
- Assist with special projects and departmental initiatives.
Qualifications
Required:
• Bachelor's degree in Accounting, Finance, Business Administration, or related field
• Five years of related experience in accounting, finance, auditing, or banking related functions
• Strong Microsoft Excel skills
• Strong attention to detail and ability to manage deadlines in a high-volume environment
Preferred:
• Experience in investment accounting, trust accounting, banking, or financial services
• Public accounting experience
• Familiarity with fiduciary, nonprofit, or trust accounting environments
• CPA, CMA, CFA, or similar certification