Trust Cash Operations Specialist - Hybrid

Jasurda Search Group; New Hampshire; Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

3% 401k contribution

Discretionary 5% profit sharing

Medical insurance

Dental insurance

Vision insurance

FSA

LSA

3 weeks of accrued vacation

Sick time

Holidays

NH hybrid work schedule (MA onsite)

Job summary

Jasurda Search Group's client, a private trust company in New Hampshire, seeks an Account and Cash Operations Coordinator to manage trust account operations and cash processing. You will ensure accuracy, compliance, and timely resolution of open items, supporting internal teams and clients.

This newly created role prioritizes the right fit, rewarding curiosity and self-sufficiency in a small office setting with opportunities to grow expertise in trust accounting, distributions, and account

Qualifications

• 3+ years of experience in trust operations, cash processing, or account administration.
• 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.

Responsibilities

• Deliver exceptional service to internal stakeholders and external clients.
• Oversee trust system account maintenance, cash receipt, and disbursement processing.
• Ensure transactions are processed accurately and in accordance with governing documents and internal controls.
• Complete account openings and closures, documenting the process using prescribed checklists and obtaining appropriate signoffs.
• Monitor the trust system for overdrawn accounts and other cash-related exceptions.
• Engage in ongoing professional development, training, and trust system enhancements.
• Adhere to OFAC, KYC, AML, and CFT requirements.

Skills

Trust operations

Analytical skills

Attention to detail

Multi-priority management

Tools

Trust accounting systems

Custodial platforms

Job description

Jasurda Search Group's client, a private trust company in New Hampshire, seeks an Account and Cash Operations Coordinator to manage trust account operations and cash processing. You will ensure accuracy, compliance, and timely resolution of open items, supporting internal teams and clients.

This newly created role prioritizes the right fit, rewarding curiosity and self-sufficiency in a small office setting with opportunities to grow expertise in trust accounting, distributions, and account