Account and Cash Operations Coordinator
Jasurda Group•Salem, NH
•Hybrid
About The Position
This role sits at the center of account and cash operations, touching every client account in the firm. You will own accuracy, compliance, and speed, and serve as a go-to resource for both internal teams and external clients. If you thrive on precision and process in a fast-moving financial environment, this is worth a look.
Requirements
- 3-5 years of experience in trust operations, cash processing, or account administration
- Working knowledge of applicable regulatory requirements
- Strong analytical skills with a high degree of accuracy and attention to detail
- Proven ability to manage competing priorities and deadlines
- Solid communication skills and experience with trust accounting systems and custodial platforms
Responsibilities
- Process cash receipts and disbursements accurately within trust system guidelines
- Handle account openings and closures end-to-end, including checklists and required signoffs
- Monitor trust system for overdrawn accounts and cash exceptions, resolving open items promptly
- Ensure transactions align with governing documents and internal controls
- Adhere to OFAC, KYC, AML, and CFT regulatory requirements
- Partner cross-functionally to identify workflow and system improvements
- Support ongoing trust system enhancements and professional development initiatives
Benefits
- Medical, Dental, Vision Insurance, FSA, and LSA
- 3% 401(k) contribution + discretionary profit sharing after 1 year of service
- 3 Weeks Vacation + PTO + 2 Weeks Sick Leave + Holidays
- Employee bonus program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
