Trust Accounting & Insurance Operations Specialist
Located in Salem, OR
Trust Accounting & Insurance Operations Specialist
Location: Salem, OR
Pay: DOE
Schedule: Monday–Friday | Full-Time
We are seeking an experienced Trust Accounting & Insurance Operations Specialist to join a growing professional services team. This position is ideal for someone with a strong accounting background, experience managing client trust accounts, and knowledge of insurance, bonding, legal, or financial service operations.
Responsibilities
- Manage and reconcile client trust accounts with a high degree of accuracy
- Process client deposits, disbursements, and transfers
- Monitor trust account balances and maintain compliance with internal policies and regulatory requirements
- Prepare account reconciliations and financial reports
- Assist with invoicing, accounts receivable, and general accounting functions
- Maintain accurate financial records and supporting documentation
- Coordinate with clients, vendors, financial institutions, and internal team members
- Support insurance and surety bond processing activities
- Ensure confidentiality and proper handling of client funds at all times
Qualifications
- Previous experience managing or reconciling client trust accounts required
- Strong accounting, bookkeeping, or financial administration experience
- Experience in insurance, surety, legal, banking, escrow, or professional services environments required
- Understanding of trust accounting principles and financial controls
- Exceptional attention to detail and organizational skills
- Ability to handle sensitive financial information with discretion
- Proficiency with Microsoft Office and accounting software
How to Apply
New to Express?
Hit “Apply Now” to complete an application, then email your resume to jobs.salemor@expresspros.com with Trust Accounting & Insurance Operations Specialist in the subject line.
Already set up with Express:
Give us a call or text at 503-399-1200 and let us know you are interested in the position.
You can also apply in person at:
Express Employment Professionals
454 Church St NE, Suite 120
Salem, OR 97301
#1950OS
Express Office: Salem
454 Church Street Northeast
Suite 120
Salem, OR 97301
Apply Now