Trust Conversion Coordinator

Abilene, TX

Full Time

Accounting

Experienced

Does this describe you?

Organized
Adaptable
Disciplined
Driven
Detail-Oriented

If so, let’s talk!!

We are currently seeking a self-motivated, professional individual to join our team as a Trust Conversion Coordinator. A Trust Conversion Coordinator assists our funeral home clients (and potential clients) in converting their prepaid funeral trust accounts to annuities. The ideal candidate is organized, has an eye for detail, maintains a high level of accuracy, strong computer skills and the ability to problem solve.

Key Qualifications/Requirements:

Bachelors Degree in Accounting or Finance preferred
Knowledge/experience in insurance administration a plus
Proficient in MS Office applications
Exceptional written and oral communication skills
Ability to problem solve, follow through and be self-motivated to complete tasks
Strong research and deduction skills

Essential Duties/Responsibilities:

Coordinate trust conversion processes with various in-house departments
Prepare reports, memos, letters, financial statements and other documents, using word processing, spreadsheets and databases
Review and research applicable laws and statutes pertaining to trust conversions
Prepare and file applications with the state agencies
Conduct abandoned property compliance and research
Other duties assigned to ensure the Accounting Department runs smoothly and efficiently.

What You Can Expect

Build strong and meaningful relationships with colleagues and management
Opportunities for career advancement in an industry-leading, growing organization
Work-life balance

About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind.
Funeral Directors Life is a full-service preneed insurance company. We help funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses and increasing profitability in a rapidly changing marketplace.
DIG has been recognized with numerous workplace awards, including the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly.
Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love! Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."
So, what makes DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401(k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.

An Equal Opportunity Employer

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