Account and Cash Operations Coordinator
Job Description
Account & Cash Operations Coordinator
\n Location: Southern New Hampshire (Open to NH, MA residents)
\n Type: Permanent
\n Base salary: $70,000–$100,000
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NH residents: Hybrid schedule
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MA residents: Onsite, 5 days per week
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A growing trust company in Southern NH is seeking an Account & Cash Operations Coordinator to support trust operations and cash processing. The role requires 3+ years of experience in a trust company or bank trust operations environment. Candidates may come from a law firm, banking trust operations, or a family office with direct trust operations experience.
Job Summary\n
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Oversee trust system account maintenance, cash receipt, and disbursement processing using SEI trust systems.
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Ensure all transactions are processed accurately and in accordance with governing documents and internal controls.
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Complete account openings and closures, using prescribed checklists and obtaining appropriate sign-offs.
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Monitor the trust system for overdrawn accounts and other cash-related exceptions.
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Participate in professional development, training, and trust system enhancements.
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Adhere to OFAC, KYC, AML, and CFT requirements.
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Support operational excellence and collaborate across departments to improve workflows, controls, and system utilization.
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Interface with internal stakeholders and external clients; strong attention to detail is essential.
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Position Requirements\n
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3–5 years of experience in trust operations, cash processing, or account administration.
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Working knowledge of applicable regulatory requirements.
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Strong analytical, problem-solving, and critical-thinking skills, with a high degree of accuracy and attention to detail.
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Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
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Strong communication skills and experience with trust accounting systems and custodial platforms.
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If you are interested in this opportunity, please apply to this position or send your resume to pkulturides@daleyaa.com. NO C2C apply
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