Wealth management firm located in southern New Hampshire is seeking an Investment Accountant to add to their team. This position will support various areas of investment operations including cash management, trust accounting, bank reconciliations, wire transfers, and corporate actions. Bachelor’s degree in Finance, Accounting, or related field and 4+ years of experience in financial services is required.
***Due to COVID restrictions, this position is currently 100% remote but we ask that candidates who apply be comfortable with the commute to southern NH or willing to relocate in order to be considered.
Responsible for daily transactions related to cash, fund transfers, wires, and disbursements
Perform bank reconciliations and prepare financial reports for leadership
Partner with other areas of the business including Portfolio Analytics, Legal, Compliance, Finance and Client Services
Analyze risk areas related to transactions and internal controls
Other ad hoc projects as needed
Bachelor’s degree in Finance, Accounting, or related field
4+ years of experience with financial services, trust accounting, and/or investment operations
Strong attention to detail and communication skills