Retirement Plan Trust Accountant

The Retirement Plan Trust Accountant supports Cetera Retirement Plan Specialists by helping keep client retirement plan accounts accurate and compliant. The role reconciles client plans, verifies that deposits and withdrawals are qualified, and notifies consultants when compliance findings are identified. It also supports accounts receivable activities, including distribution invoicing and journal entries for revenue share. Success in this role is measured by accurate, timely reconciliations and reporting, clear communication of findings, and responsive, professional client service. 

• →High School Diploma or equivalent 

• 1–3 years of experience in a clerical accounting capacity. 
• Excel experience is required. 
• Ability to perform reconciliations.  

Intermediate to advanced knowledge of Microsoft Office Suite; strong attention to detail; problem-solving skills; clear written and verbal communication; client service skills, including prompt problem resolution, responsiveness, and professionalism; ability to work independently with minimal supervision; and ability to manage multiple tasks and deadlines at the same time. 

The base salary range for this role in Dallas, TX & Des Moines, IA  is $51,000- 81,000 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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