About this opportunity
AMG NATIONAL TRUST lists this Financial Operations Associate opportunity in englewood, Colorado. Review the employer’s description below for duties, qualifications and application requirements.
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.
Ensure all your application information is up to date and in order before applying for this opportunity.
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 xavwley 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
Worksite address
englewood, CO, 80111, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.