Finance Trust Officer

Requirements

• Experience working with or managing operations involving digital assets, crypto custody, or blockchain-based financial systems.
• 6+ years of experience in financial management, trust administration, or accounting, preferably within a regulated trust company, bank, digital asset company or financial institution.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Demonstrated experience in trust accounting, fiduciary operations, or custody management.
• Strong understanding of financial controls, reconciliation processes, and financial reporting standards.
• Proven leadership ability with excellent communication and stakeholder management skills.
• Experience with digital asset accounting software, blockchain reconciliation tools, or crypto custody platforms is preferred.
• Knowledge of U.S. trust regulatory frameworks, state-chartered trust company requirements, and crypto asset compliance standards is preferred.
• Experience in implementing or enhancing financial systems and internal control environments is preferred.
• CPA, CFA, CTP, or CTFA designation a plus.
• Strong analytical and problem-solving skills with a detail-oriented mindset.
• Strategic thinker who can operate at both executive and operational levels.
• Ability to manage complex workflows across finance, technology, and regulatory functions.
• High integrity, professional judgment, and commitment to fiduciary responsibility.

Responsibilities

• Oversee day-to-day trust financial operations including settlement, reconciliation, safekeeping, and transfer of client and proprietary assets.
• Ensure the Trust’s fiduciary and custodial obligations are met for all client accounts and assets held in custody.
• Collaborate with crypto operations, treasury, and compliance teams to support seamless transaction processing, liquidity management, and asset segregation.
• Oversee and optimize workflows for crypto transaction accounting, trust disbursements, and custodial asset reporting.
• Monitor and reconcile monthly Trust client invoice distribution and account receivables.
• Contribute to strategic initiatives focused on innovation, efficiency, and expansion of crypto trust services.
• Oversee financial operations and activities for the Trust, reconciliations, and reporting.
• Develop and maintain internal controls to safeguard trust assets and ensure accurate valuation and reporting of digital assets.
• Partner with external auditors, regulators, and internal stakeholders during financial and operational reviews.
• Collaborate closely with Treasury, Accounting, Legal, Risk, and Technology teams to enhance controls, automation, and scalability.
• Ensure full adherence to federal and state trust company regulations, including state banking department requirements.
• Partner with compliance and risk teams to ensure financial processes align with AML, KYC, and fiduciary oversight standards.
• Support the preparation of regulatory filings, audits, and board reports for the Trust entity.

Responsibilities

• Oversee day-to-day trust financial operations including settlement, reconciliation, safekeeping, and transfer of client and proprietary assets.
• Ensure the Trust’s fiduciary and custodial obligations are met for all client accounts and assets held in custody.
• Collaborate with crypto operations, treasury, and compliance teams to support seamless transaction processing, liquidity management, and asset segregation.
• Oversee and optimize workflows for crypto transaction accounting, trust disbursements, and custodial asset reporting.
• Monitor and reconcile monthly Trust client invoice distribution and account receivables.
• Contribute to strategic initiatives focused on innovation, efficiency, and expansion of crypto trust services.
• Oversee financial operations and activities for the Trust, reconciliations, and reporting.
• Develop and maintain internal controls to safeguard trust assets and ensure accurate valuation and reporting of digital assets.
• Partner with external auditors, regulators, and internal stakeholders during financial and operational reviews.
• Collaborate closely with Treasury, Accounting, Legal, Risk, and Technology teams to enhance controls, automation, and scalability.
• Ensure full adherence to federal and state trust company regulations, including state banking department requirements.
• Partner with compliance and risk teams to ensure financial processes align with AML, KYC, and fiduciary oversight standards.
• Support the preparation of regulatory filings, audits, and board reports for the Trust entity.

Requirements

• Experience working with or managing operations involving digital assets, crypto custody, or blockchain-based financial systems.
• 6+ years of experience in financial management, trust administration, or accounting, preferably within a regulated trust company, bank, digital asset company or financial institution.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Demonstrated experience in trust accounting, fiduciary operations, or custody management.
• Strong understanding of financial controls, reconciliation processes, and financial reporting standards.
• Proven leadership ability with excellent communication and stakeholder management skills.
• Experience with digital asset accounting software, blockchain reconciliation tools, or crypto custody platforms is preferred.
• Knowledge of U.S. trust regulatory frameworks, state-chartered trust company requirements, and crypto asset compliance standards is preferred.
• Experience in implementing or enhancing financial systems and internal control environments is preferred.
• CPA, CFA, CTP, or CTFA designation a plus.
• Strong analytical and problem-solving skills with a detail-oriented mindset.
• Strategic thinker who can operate at both executive and operational levels.
• Ability to manage complex workflows across finance, technology, and regulatory functions.
• High integrity, professional judgment, and commitment to fiduciary responsibility.