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.

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 

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