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Trust Accounting Specialist

AimPoint Pension

in Telecommute / Pompano Beach FL

AimPoint Pension

Trust Accounting Specialist

We are seeking a detail-oriented individual who can work in a support position with our Administration team.   The ideal candidate will be well organized, self-motivated and able to manage projects, including deadlines. This individual’s primary responsibilities will be trust accounting but may also include preparation of Form 5500 and census reconciliations. 

Essential Functions:

  • Perform reconciliation of financial statements from various vendors on a monthly and/or annual basis.
  • Identifying unmatched transactions and performing a first level matching exercise to pair off financial activity versus the annual census.
  • Determining items that require additional research and escalation for assignment to plan administrator.  Use critical thinking skills to provide analysis and input while troubleshooting "red flag" items as they arise.
  • Disseminate information as needed, and act as coordinator of information with respect to open items and research.
  • Based on detailed knowledge of the transactions, recommending solutions that will increase efficiencies.
  • Provide support for Administrators with 5500 preparation as needed.


  • Strong analytical and problem-solving skills
  • Ability to work independently while handling multiple assignments
  • Excellent interpersonal, verbal, written communications, organizational and prioritization skills
  • Proficient in the Microsoft office suite.  Strong Excel skills are required
  • Willingness to learn

Preferred Qualifications:

  • Bachelor's degree or Associate degree or equivalent work experience
  • Minimum 2 years recent experience with 401(k) census data reconciliations, trust accounting, and regulatory report preparation.

How to Apply


We offer competitive salaries with bonus incentives and a comprehensive benefits package including medical, dental, life and 401(k) with a company match, paid-holidays, and education reimbursement. 

Additional Information/Application Process:

Send resume to :

Include salary requirements.   References will be asked for of top candidates.  All candidates subject to background check.

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