Associate Fiduciary
Greenwood Village, CO (South Denver Metro Area)
Growing Fiduciary Co. - Using Accounting Skills to Help People & Make a Positive Difference
Salary: $60,000 - $80,000 + Full Benefits, Bonus
3+ Years’ Accounting Exp.; Responsible Person w/660+ Credit Score
QuickBooks (Desktop) Exp. Helpful
Supportive & Positive Culture in Growing, Progressive Office w/Excellent Benefits
Company Information
Navigator Recruiting client is a locally owned 24 employee fiduciary firm headquartered in the south Denver Metro area. The firm values compassion, honestly and serving clients and helps people who may be impaired cognitively, physically or financially through conservatorships, managing trusts, serving as a personal representative or by financial power of attorney. Due to its ability to excel in serving clients in these ways, this 12-year-old company has experienced 40% growth in revenues each year over the past four years and the company has grown from 5 employees to 24 in the last two years! More growth is on the horizon. The firm is seeking an Associate Fidcuary in an in-office role to work hand-in-hand with and be trained by a well-tenured Fiduciary to be responsible for servicing private and court-appointed clients in achievement of clients' fiduciary needs. Associate Fiduciaries help Fiduciaries in their role of being a client's conservator, estate administrator, personal representative, agent under power of attorney, and/or trustee. Associate Fiduciaries are involved in all aspects of a client's case including: expense and cash flow management, accounting and tax requirements, physical and financial asset administration, and court filing preparations as appropriate. Associate Fiduciaries have direct and frequent contact with clients, colleagues, vendors and others. Most likely, the Associate Fidicuary will be in the office 80% of the time and being at client sites in the Denver metro area 20% of the time. Therefore, an Associate Fidcuary must have his/her own vehicle for transportation and a valid Driver License. Hours are very reasonable - 40 hours/week year-round. There are opportunities to grow into a Senior Associate Fiduciary and eventually a Fiduciary - so there is a laid-out developmental plan to continue to grow in your career within this organization. Benefits include health insurance (co. pays first $285/mo./plan), vision, dental, a 401k safe harbor plan w/up to a 4% match (vested immediately), 10 holidays, 15 days PTO (0-5 years of service), 20 days PTO (5-10 years) and 25 days PTO (10+ years) as well as a discretionary bonus at year-end. The firm would prefer someone be able to be in the office between 8:00 - 8:30 am, though there is some flexibility. Must have a credit score at the 660+ level and successfully complete a criminal background check. The firm offers a very supportive, positive culture where employees are encouraged to voice their opinion to help the organization continue to improve and grow.
Skills, Abilities & Characteristics of the Ideal Candidate
- Organizational – maintain accurate detailed business records.
- Accounting – update Quickbooks files for individuals, estates and trusts.
- Accuracy – deliver quality service each and every time.
- Integrity – honest and trustworthy with other’s property and time.
- Professional – deal courteously, tactfully and effectively with the public, colleagues, and clients.
- Highly motivated, self-directed, and dedicated to providing quality professional services and exceptional customer service.
- Strong people skills.
- Analytical in nature and attention to detail comes naturally.
- Communicate effectively, both orally and in writing, including preparation of clear, concise and comprehensive reports, documentation and other related information
Requirements
- BS in Accounting (or Finance or Business) preferred.
- 3+ years' full-time work experience, ideally in accounting, finance, audit ot tax with a proven track record for success.
- Possess and maintain a valid Colorado Driver’s license with a satisfactory driving record.
- Be available to work a flexible schedule as needed.
- Excellent analytical, organizational, and project management skills and strong attention to detail.
- Strong computer skills including proficiency in Microsoft Office Suite.
- Expereince with QuickBooks Desktop is helpful.
- A compassion for helping people in difficult life situations and the desire to make a positive difference in this world.