Trust Accountant

Our client is a well-established, privately held trust company providing wealth advisory and trust administration services to families and individuals across the region. It's a small, tight-knit team where every person's contribution matters, and client relationships are built on precision, discretion, and trust. Job Overview We're looking for an Account and Cash Operations Coordinator to own account- and cash-related operational activities across all client accounts. You'll be a key resource for accuracy, compliance, and timely resolution of open items, supporting internal teams and external clients alike. Ideal candidates must bring direct trust-specific experience, particularly in trust accounting, distributions, and account operations. Responsibilities Deliver exceptional service to internal stakeholders and external clients Oversee trust system account maintenance, cash receipt processing, and cash disbursements Ensure transactions are processed accurately and in accordance with governing documents and internal controls Complete account openings and closures, documenting the process via prescribed checklists and obtaining appropriate signoffs Monitor the trust system for overdrawn accounts and other cash-related exceptions, and follow up as needed Pursue ongoing professional development and stay current on trust system enhancements and training Adhere to OFAC, KYC, AML, and CFT requirements Collaborate across departments to improve workflows, controls, and system utilization Qualifications 3+ 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 Steady, stable work history preferred Strong communication skills and experience with trust accounting systems and custodial platforms What We Offer $65,000-$90,000 base salary 3% 401(k) contribution plus discretionary 5% profit sharing after year one Medical, dental, and vision insurance, plus FSA and LSA 3 weeks of accrued vacation, plus sick time and holidays