Job Summary

• The main purpose of this job is to oversee and execute critical accounting and wealth operations functions that ensure accurate cash movement, strong risk mitigation, effective cross‑functional coordination, and high‑quality support for high‑net‑worth clients.
• Mitigate operational, financial, and reputational risk by ensuring accurate processing; prevent errors that could lead to monetary exposure, tax reporting issues for high‑net‑worth clients, or reputational harm to the bank.
• The candidate selected for this position may be eligible for employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.

Matching Summary

Salary

Base: $63,500.00 - $85,000.00; Bonus/Equity: Not specified; Benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time, career development, education assistance, and voluntary supplemental benefits

Skills & Requirements

Key Requirements

• Bachelor's degree required
• 3+ years accounting experience
• 3+ years wealth operations experience
• 1+ years leadership experience

Work Rights