
Senior Trust & Reconciliation Specialist
ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC, Santa Ana, California, United States, 92725
A financial services firm in Santa Ana is seeking a Reconciliation Specialist to establish and maintain relationships with Trust Accounting clients. You will be responsible for ensuring the accuracy of financial records, identifying discrepancies, and collaborating with clients to resolve issues. The ideal candidate will possess 5-7 years of relevant experience in accounting or reconciliation, a Bachelor's degree, and strong analytical and communication skills. This role offers a competitive salary and a people-first workplace culture.
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