Financial Operations Associate

Position Purpose: AMG National Trust’s wealth management and trust division has $9 billion of assets under management or safekeeping. We are looking for someone to join our team caring for those assets with the utmost safety and accuracy. Education/Experience Requirements: Associate’s or bachelor’s degree, preferably in accounting, or equivalent work experience Minimum two years of trust or brokerage operations, accounting, income posting, or reconciliations experience, preferably working with trust accounting systems Knowledge and Skill Requirements: Respect and maintain confidential information Highly proficient in working with accounting systems, such as brokerage or trust operations systems Ability to reconcile accounts Advanced working knowledge of Microsoft Office Word and Excel Ability to learn quickly, analyze incomplete information, and solve problems Ability to analyze, develop, and document processes and procedures Ability to organize, prioritize, multi-task, and meet deadlines Ability to professionally interact with all levels of employees and clients Ability to effectively work as a team member and independently Strong attention to detail and communications skills Strong logic, reasoning, and judgment skills Adaptable and willing to learn Understanding of fixed income, equities, and other securities preferred Responsibilities: Maintain proficient knowledge of core operating systems Assist multiple departments in processing client security transfers, cost basis maintenance, account maintenance, trade settlements, wire transactions and similar activity Reconcile various types of accounts; identify, research and correct exceptions on a timely basis Reconcile security holdings balances and accurately allocate and apply income to client accounts Process cash receipts and disbursements Receive requests for and execute account distributions and other transactions Perform other operational activities and back up other positions as needed, such as new account openings, security settlement, cash transfers, securities set up Research and resolve issues, initiate corrective actions, and obtain appropriate approvals Accurately maintain client account records Assist in account transfers and system migrations, including system uploads and spreadsheets Create, maintain, and update forms for easy completion in PDF, DocuSign or similar digital formats Provide excellent, timely service to internal and external clients Identify and document areas for process and procedures improvement with potential solutions Follow up on exceptions for timely resolution Other duties as assigned Posting will be open through November 15, 2026 Visa sponsorship is not available for this position