What is a trust accounts supervisor and how to become one

Key steps to become a trust accounts supervisor

1. Explore trust accounts supervisor education requirements

   Most common trust accounts supervisor degrees

   Bachelor's

   69.6 %

   Associate

   14.6 %

   Master's

   9.7 %

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2. Start to develop specific trust accounts supervisor skills

   Skills	Percentages
   Real Estate	32.52%
   Reconciliations	9.76%
   Tax Returns	7.83%
   Financial Statements	6.03%
   CPA	5.63%

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3. Complete relevant trust accounts supervisor training and internships

   Accountants spend an average of 6-12 months on post-employment, on-the-job training. New trust accounts supervisors learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a trust accounts supervisor based on U.S. Bureau of Labor Statistics data and data from real trust accounts supervisor resumes.

4. Research trust accounts supervisor duties and responsibilities

   • Manage portfolio of accounts consisting of housing, transportation, education and industrial development of both municipal and corporate issuers.
   • Audit, correct client statements, and prepare estate and probate accounts.
   • Maintain client pension records, produce quarterly statements, and complete the required IRS report filings.
   • Provide frontline and second level customer service support to TWIC customers, TSA as well as other program relate personnel.

5. Apply for trust accounts supervisor jobs

   Now it's time to start searching for a trust accounts supervisor job. Consider the tips below for a successful job search:

   1. Browse job boards for relevant postings
   2. Consult your professional network
   3. Reach out to companies you're interested in working for directly
   4. Watch out for job scams