Senior Trust Analyst

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full time Regular Salem, NH, US

2 days ago Requisition

The Crosby Company of New Hampshire is a single-family office dedicated to the long-term stewardship, management, and preservation of family assets. The Crosby Company of New Hampshire provides administrative and advisory services including investment, finance, technology, risk management, human resources, compliance, curatorial, and trust oversight services to various family office entities

The Senior Trust Analyst plays a key role in supporting the administration of partnership accounts and management of farm operations, working closely with Trust Advisors, Trust Officers, and the Farm Manager to ensure effective oversight of farm accounts and related activity. This position is responsible for coordinating financial and operational activities, maintaining accurate records, processing a high volume of transactions, supporting Accounts Payable administration, and ensuring compliance with business policies, procedures, and legal and regulatory requirements.

Successful candidates will have a strong understanding of financial operations, transaction processing, vendor coordination, and farm-related administrative support. This role requires exceptional attention to detail, strong organizational, communication, and analytical skills, and the ability to multitask and manage competing priorities in a fast-paced environment while maintaining accuracy, operational efficiency, and a high level of client service.

POSITION DUTIES / ACCOUNTABILITIES:

• Provide general transaction processing and administration of partnership and other business entities (Farm-related) accounts.
• Prepare and review Farm-related transaction reports, expense analysis, and recurring payment activity on a weekly, monthly, quarterly, and annual basis.
• Coordinate with the Farm Manager, Farm employees, internal business partners, team members, and vendors to research inquiries, support invoice approvals, and obtain required documentation for Farm-related transactions.
• Analyze, review, and process a large volume of disbursement transactions with key emphasis on client service, dates and deadlines for transactions such as general expenses, payroll, foreign exchange, asset purchases, etc.
• Prepare and distribute monthly boarding invoices while performing accounts receivable reconciliations to ensure accurate billing, collections, and financial recordkeeping.
• Reconcile show sheet activity and winnings, research and resolve discrepancies, and maintain accurate supporting documentation for reporting purposes.
• Ensure and verify that all single and adhoc transactions are processed in alignment with business policies and procedures.
• Communicate with team members, internal business partners and vendors to research questions and obtain appropriate invoice approvals and supporting documentation.
• Monitor recurring expenses and Trust Group’s email inbox to ensure timely processing of key transactions.
• Ensure accounts have sufficient funding for anticipated disbursement.
• Quantify disbursement requirements such as tracking and monitoring operating expenses and spending against approved budgets.
• Establish new vendors and client accounts as directed.
• Prepare client and other stakeholder expense reports for accuracy and completeness.
• Perform periodic testing of new system builds prior to integration.
• Ensure that all documented team policies and procedures are kept current.
• Perform month end review of transaction discrepancies and resolutions while meeting required deadlines.
• Provide back-up coverage for other team members while out of…