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.

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Education/Experience Requirements:Associate’s or bachelor’s degree, preferably in accounting, or equivalent work experienceMinimum 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 informationHighly proficient in working with accounting systems, such as brokerage or trust operations systemsAbility to reconcile accountsAdvanced working knowledge of Microsoft Office Word and ExcelAbility to learn quickly, analyze incomplete information, and solve problemsAbility to analyze, develop, and document processes and proceduresAbility to organize, prioritize, multi-task, and meet deadlinesAbility to professionally interact with all levels of employees and clientsAbility to effectively work as a team member and independentlyStrong attention to detail and communications skillsStrong logic, reasoning, and judgment skillsAdaptable and willing to learnUnderstanding of fixed income, equities, and other securities preferred
Responsibilities:Maintain proficient knowledge of core operating systemsAssist multiple departments in processing client security transfers, cost basis maintenance, account maintenance, trade settlements, wire transactions and similar activityReconcile various types of accounts; identify, research and correct exceptions on a timely basisReconcile security holdings balances and accurately allocate and apply income to client accountsProcess cash receipts and disbursementsReceive requests for and execute account distributions and other transactionsPerform other operational activities and back up other positions as needed, such as new account openings, security settlement, cash xzbcwsv transfers, securities set upResearch and resolve issues, initiate corrective actions, and obtain appropriate approvalsAccurately maintain client account recordsAssist in account transfers and system migrations, including system uploads and spreadsheetsCreate, maintain, and update forms for easy completion in PDF, DocuSign or similar digital formatsProvide excellent, timely service to internal and external clientsIdentify and document areas for process and procedures improvement with potential solutionsFollow up on exceptions for timely resolutionOther duties as assigned
Posting will be open through November 15, 2026Visa sponsorship is not available for this position