Financial Operations Associate

AMG National Trust · Greenwood Village, Colorado

FULL TIME

Job Description

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

Company	AMG National Trust
Location	Greenwood Village, Colorado
Type	FULL TIME
Niche	Finance professionals

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