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Account and Cash Operations Coordinator

Daley and Associates

  • Salem, NH
  • 30+ days ago
  • $70,000–$100,000 Per Year

Highlights

A growing trust company in Southern NH is seeking an Account & Cash Operations Coordinator to support trust operations and cash processing. Candidates may come from a law firm, banking trust operations, or a family office with direct trust operations experience.

Numbers & Facts

LocationSalem, NH
IndustryStaffing/Employment Agencies
Salary$70,000–$100,000 Per Year
Company Size20 to 49 employees
Year Founded2005
Websitehttp://daleyaa.com/

Description

Account & Cash Operations Coordinator
Location: Southern New Hampshire
Type: Permanent 
Base salary: $70,000–$100,000 

  • NH residents: Hybrid schedule

  • MA residents: Onsite, 5 days per week

A growing trust company in Southern NH is seeking an Account & Cash Operations Coordinator to support trust operations and cash processing. The role requires 3+ years of experience in a trust company or bank trust operations environment. Candidates may come from a law firm, banking trust operations, or a family office with direct trust operations experience.

Job Summary

  • Oversee trust system account maintenance, cash receipt, and disbursement processing using SEI trust systems.

  • Ensure all transactions are processed accurately and in accordance with governing documents and internal controls.

  • Complete account openings and closures, using prescribed checklists and obtaining appropriate sign-offs.

  • Monitor the trust system for overdrawn accounts and other cash-related exceptions.

  • Participate in professional development, training, and trust system enhancements.

  • Adhere to OFAC, KYC, AML, and CFT requirements.

  • Support operational excellence and collaborate across departments to improve workflows, controls, and system utilization.

  • Interface with internal stakeholders and external clients; strong attention to detail is essential.

Position Requirements

  • 3–5 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.

  • Strong communication skills and experience with trust accounting systems and custodial platforms.

If you are interested in this opportunity, please apply to this position or send your resume to pkulturides@daleyaa.com. NO C2C apply 



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About Company

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

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