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Description

We are looking for an experienced Trust Audit Manager to join our team on a contract basis in Dallas, Texas. This role requires a detail-oriented individual with strong expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play a key role in ensuring compliance with regulatory standards through detailed review and analysis of control testing activities. this is a remote part-time contract position.

Responsibilities:

Must Have CFIRS certification

• Evaluate control testing activities conducted during Annual Reviews of trust accounts to ensure accuracy and compliance with expectations.

• Review evidence and documentation related to account management controls, including administrative reviews, investment reviews, and governing documents.

• Assess minutes from Trust Advisory Committee meetings and related documentation, such as Investment Objective Statements and Letters of Understanding.

• Analyze account synoptic reports, Fi-Tek data, transaction statements, and tax return documentation for thoroughness and adherence to standards.

• Identify gaps or weaknesses in control testing processes and provide actionable recommendations for improvements.

• Ensure regulatory compliance by applying industry best practices and aligning testing results with governing documents.

• Collaborate with senior consultants to validate testing methodologies and findings.

• Provide comprehensive feedback to strengthen control testing accuracy and reliability.

• Maintain a focus on regulatory expectations, ensuring all activities align with compliance requirements.

Requirements

• Certified Fiduciary & Investment Risk Specialist (CFIRS) certification is mandatory.

• Extensive experience in trust audit or examination within financial services.

• Proven ability to evaluate control testing for accuracy and regulatory compliance.

• Strong attention to detail when reviewing complex documentation and evidence.

• Solid understanding of trust and wealth management processes.

• Expertise in identifying gaps and recommending process improvements.

• Familiarity with investment accounts and related documentation.

• Excellent analytical and communication skills to provide clear feedback and recommendations.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .