Account and Cash Operations Coordinator

Account & Cash Operations Coordinator

Location:

Southern New Hampshire | Type:
Permanent | Base salary: $70,000–$100,000

• NH residents:
  Hybrid schedule
• MA residents:
  Onsite, 5 days per week

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.

• 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.

• 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.

NO C2C apply