Job Description
Our client is a well-established, privately held trust company providing wealth advisory and trust administration services to families and individuals across the region. It's a small, tight-knit team where every person's contribution matters, and client relationships are built on precision, discretion, and trust.
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Job Overview
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We're looking for an Account and Cash Operations Coordinator to own account- and cash-related operational activities across all client accounts. You'll be a key resource for accuracy, compliance, and timely resolution of open items, supporting internal teams and external clients alike.
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Ideal candidates must bring direct trust-specific experience, particularly in trust accounting, distributions, and account operations.
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Responsibilities
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- Deliver exceptional service to internal stakeholders and external clients
- Oversee trust system account maintenance, cash receipt processing, and cash disbursements
- Ensure transactions are processed accurately and in accordance with governing documents and internal controls
- Complete account openings and closures, documenting the process via prescribed checklists and obtaining appropriate signoffs
- Monitor the trust system for overdrawn accounts and other cash-related exceptions, and follow up as needed
- Pursue ongoing professional development and stay current on trust system enhancements and training
- Adhere to OFAC, KYC, AML, and CFT requirements
- Collaborate across departments to improve workflows, controls, and system utilization
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Qualifications
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- 3+ years of experience in trust operations, cash processing, or account administration
- Working knowledge of applicable regulatory requirements
- Strong analytical, problem-solving, and critical-thinking skills, with a high degree of accuracy and attention to detail
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Steady, stable work history preferred
- Strong communication skills and experience with trust accounting systems and custodial platforms
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What We Offer
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- $65,000-$90,000 base salary
- 3% 401(k) contribution plus discretionary 5% profit sharing after year one
- Medical, dental, and vision insurance, plus FSA and LSA
- 3 weeks of accrued vacation, plus sick time and holidays
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