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