Overview
A nationally scaling personal injury law firm is seeking a Trust Operations Coordinator to support the trust settlement function. This fully remote role is responsible for accurately processing inbound settlement checks, managing the Remote Deposit Capture (RDC) system, and maintaining precise records across multiple trust bank accounts. The position serves as an entry point into trust and legal financial operations, with a career path leading to Trust Accounting Specialist.
Responsibilities
- Scan all inbound trust settlement checks and load them into the RDC staging system.
- Maintain a daily check receipt log capturing payer, amount, client matter number, proposed destination account, and confirmation status.
- Flag and escalate any checks that cannot be matched to a matter record.
- Perform initial data entry and transaction coding in NetSuite for all incoming trust receipts, following established account mapping standards.
- Prepare daily deposit summaries and reconcile them with RDC confirmation records and bank activity reports.
- Maintain organized digital records of all processed items in accordance with document retention policies.
- Assist with exception resolution, returned items, and special handling requests as directed.
- Support audit preparation by providing receipt logs, deposit confirmations, and supporting documentation.
- Cross-train on basic disbursement review tasks to provide coverage support as the team grows.
- Perform other duties and special projects as assigned.
Requirements
- Associate's or Bachelor's degree in Accounting, Finance, Business, or related field, or equivalent work experience.
- 2–3 years of experience in banking operations, legal financial administration, bookkeeping, accounts receivable, or similar high-volume transaction processing roles.
- Strong data entry accuracy and attention to detail in financial processing environments.
- Comfortable using multiple banking systems and digital tools; quick learner of new platforms.
- Organized, dependable, process-oriented with excellent follow-through.
- Good communication skills with the ability to coordinate with legal and operations teams.
Preferred Qualifications
- Experience with Remote Deposit Capture (RDC) systems or multi-bank environments.
- Familiarity with legal case management systems such as Filevine or similar.
- Experience with QuickBooks, NetSuite, or other ERP systems for transaction entry.
- Background in trust accounting, escrow processing, or legal financial operations.
- Experience working in compliance-oriented or regulated financial environments.
Compensation & Benefits
- Salary range: $51,000 - $66,000 USD per year (Jupiter, FL), commensurate with experience.
- Eligible for performance-based bonus.
- Benefits include medical, dental, and vision insurance; 401(k) with company match; HSA; life insurance; disability coverage; paid time off; and parental leave.
Location
- This is a fully remote position based in Jupiter, Florida.
Equal Opportunity
Employment decisions are made without regard to age, race, color, national origin, religion, sex, disability, sexual orientation, gender identification, veteran status, or any other category protected by federal or state law.