Assistant Treasurer

Truxton; Vaughan; On-site; CAD 80,000 - 110,000; Full time

Job summary

Truxton is seeking an Assistant Treasurer to manage financial strategy, risk management, and investor relations. This mid-senior level position requires strong analytical skills and experience in banking. The role offers opportunities for professional growth within a supportive environment focused on client prosperity.

Benefits

401k + company match

Medical, life, dental, and vision insurance

Paid federal holidays

Paid vacation time

Employee assistance program (EAP)

Short-term and long-term disability insurance

Qualifications

• 5+ years of experience in banking, corporate finance, or treasury management.
• Strong understanding of U.S. fixed-income securities and liquidity management.
• Ability to communicate complex financial information clearly.

Responsibilities

• Manage asset/liability and interest rate risk.
• Assist in financial reporting and investor presentations.
• Support annual budgeting and strategic planning.

Skills

Analytical skills

Financial modeling

Project management

Communication

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

CFA or progress toward CFA preferred

Tools

Microsoft Excel

Data visualization software

Job description

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The Role

The Assistant Treasurer role offers a unique opportunity for a skilled individual to play a pivotal role in managing the bank’s financial strategy, risk management, and investor relations. This position will report to the Chief Financial Officer (CFO), supporting critical areas such as asset/liability management (ALM), interest rate and liquidity risk management, investment portfolio oversight, hedging and derivatives, financial reporting, and strategic planning. This role is ideal for those with strong analytical skills and a deep understanding of financial principles, investments, and banking operations. Success in this role involves cross-department collaboration to ensure sound financial decision-making and compliance with regulatory and policy guidelines.

Who We Are

Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).

Our mission: To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.

What You Will Be Doing

Asset/Liability & Interest Rate Risk Management

• Assist in evaluating balance sheet strategies and their impact on risk, earnings, and capital.
• Prepare bi-weekly ALCO reports covering financial position & strategies accuracy.
• Support funding strategies to optimize liquidity, manage risk and oversee wholesale funding relationships.
• Assist in pricing strategies for deposit and loan products.
• Assist in managing bank’s bond portfolio for credit quality, duration, and liquidity.
• Analyze and support derivative hedging strategies to mitigate interest rate risk.
• Monitor market trends and provide strategic investment recommendations.

Financial Reporting & Investor Relations

• Assist in quarterly financial reports and investor presentations.
• Develop financial reports for ALCO, senior leadership, and the board.

Data Management & Policy Oversight

• Maintain policies and policy compliance related to Investment, ALM, and
• Liquidity Management.

Budgeting & Strategic Planning

• Assist in annual budgeting and long-term strategic planning.
• Evaluate financial projections and key financial drivers.

What We Are Looking For

Experience and Skills

• 5+ years of experience in banking, corporate finance, or treasury management.
• Strong understanding of U.S. fixed-income securities, interest rate risk, liquidity management, and derivatives.
• Proficiency in financial modeling, forecasting, & treasury risk management tools.
• Advanced skills in Microsoft Excel and data visualization software.
• Strong analytical, organizational, and project management skills.
• Ability to communicate complex financial information clearly to executives and stakeholders.

Education and Designations

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• CFA or progress toward CFA preferred.

Why You Should Work Here

• Truxton is a highly profitable and growing company that has been recognized by American Banker as the 9th best community bank (and top-ranking TN bank) based on 3-year Return on Average Equity.
• Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work across private banking, wealth management, asset-liability management, treasury management, deposit operations, and capital markets.
• Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title.
• Truxton supports and encourages a culture of learning, both through internal development and pursuit of professional designations.

If working for Truxton appeals to you but you don’t think you are a match for this role, we still encourage you to send a resume and cover letter explaining how you might contribute to our team.

What We Offer

• 401k + company match
• Medical, life, dental, and vision insurance
• Paid federal holidays
• Paid vacation Time
• Employee assistance program (EAP)
• Short-term and long-term disability insurance

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Accounting/Auditing, and Analyst

• Industries

  Financial Services and Banking

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