Account & Cash Operations Coordinator
Location: Southern New Hampshire (Open to NH, MA residents)
Type: Permanent
Base salary: $70,000–$100,000
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
Oversee trust system account maintenance, cash receipt, and disbursement processing using SEI trust systems.
Ensure all transactions are processed accurately and in accordance with governing documents and internal controls.
Complete account openings and closures, using prescribed checklists and obtaining appropriate sign-offs.
Monitor the trust system for overdrawn accounts and other cash-related exceptions.
Participate in professional development, training, and trust system enhancements.
Adhere to OFAC, KYC, AML, and CFT requirements.
Support operational excellence and collaborate across departments to improve workflows, controls, and system utilization.
Interface with internal stakeholders and external clients; strong attention to detail is essential.
Position Requirements
3–5 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.
Strong communication skills and experience with trust accounting systems and custodial platforms.
If you are interested in this opportunity, please apply to this position or send your resume to pkulturides@daleyaa.com. NO C2C apply