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Accounting & Finance Financial Analyst

Senior Trust & Reconciliation Specialist

Job in Santa Ana, Orange County, California, 92725, USA
Listing for: ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Analyst
  • Accounting
    Accounting & Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
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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Position Requirements
10+ Years work experience
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