The Associate works under direct supervision and serves as a key contributor to the accuracy and efficiency of trust administration operations. • Process routine trust account transactions ...
The Associate works under direct supervision and serves as a key contributor to the accuracy and efficiency of trust administration operations. • Process routine trust account transactions ...
Director of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make ...
Quick apply
Director of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make ...
Director of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make ...
Quick apply
Director of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make ...
Director of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make ...
Quick apply
Director of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make ...
Director of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make ...
Quick apply
Director of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make ...
Oversees all aspects of Trust Operations including Securities Services, Service Delivery Team ... and directing work; performance management; rewarding associates; addressing complaints and ...
Oversees all aspects of Trust Operations including Securities Services, Service Delivery Team ... and directing work; performance management; rewarding associates; addressing complaints and ...
Oversees all aspects of Trust Operations including Securities Services, Service Delivery Team ... and directing work; performance management; rewarding associates; addressing complaints and ...
Oversees all aspects of Trust Operations including Securities Services, Service Delivery Team ... and directing work; performance management; rewarding associates; addressing complaints and ...
Oversees all aspects of Trust Operations including Securities Services, Service Delivery Team ... and directing work; performance management; rewarding associates; addressing complaints and ...
Oversees all aspects of Trust Operations including Securities Services, Service Delivery Team ... and directing work; performance management; rewarding associates; addressing complaints and ...
... issues to direct supervisor. * PLANNING: Considerable responsibility with regard to general ... The Trust Operations Manager reports directly to the EVP/Trust Division, who reports to the ...
... issues to direct supervisor. * PLANNING: Considerable responsibility with regard to general ... The Trust Operations Manager reports directly to the EVP/Trust Division, who reports to the ...
... issues to direct supervisor. * PLANNING: Considerable responsibility with regard to general ... The Trust Operations Manager reports directly to the EVP/Trust Division, who reports to the ...
... issues to direct supervisor. * PLANNING: Considerable responsibility with regard to general ... The Trust Operations Manager reports directly to the EVP/Trust Division, who reports to the ...
Trust Operations Assistant
Winona, MN · On-site
$18.99 - $22.31/hr
As directed by experienced trust personnel, assist with and complete administrative and operational tasks associated with trusts and investment accounts including but not limited to the following:
Trust Operations Assistant
Winona, MN · On-site
$18.99 - $22.31/hr
As directed by experienced trust personnel, assist with and complete administrative and operational tasks associated with trusts and investment accounts including but not limited to the following:
Trust Operations Assistant
Winona, MN · On-site
As directed by experienced trust personnel, assist with and complete administrative and operational tasks associated with trusts and investment accounts including but not limited to the following:
Trust Operations Assistant
Winona, MN · On-site
As directed by experienced trust personnel, assist with and complete administrative and operational tasks associated with trusts and investment accounts including but not limited to the following:
... issues to direct supervisor. * PLANNING: Considerable responsibility with regard to general ... The Trust Operations Manager reports directly to the EVP/Trust Division, who reports to the ...
Quick apply
... issues to direct supervisor. * PLANNING: Considerable responsibility with regard to general ... The Trust Operations Manager reports directly to the EVP/Trust Division, who reports to the ...
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Trust Operations Associate Muscatine, IA Description * Responsible for securities processing ... Opens and closes accounts, as directed. * Coordinates account transfers from outside custodians.
Quick apply
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Trust Operations Associate Muscatine, IA Description * Responsible for securities processing ... Opens and closes accounts, as directed. * Coordinates account transfers from outside custodians.
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Description Trust Operations Associate Muscatine, IA Description * Responsible for securities ... Opens and closes accounts, as directed. * Coordinates account transfers from outside custodians.
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Description Trust Operations Associate Muscatine, IA Description * Responsible for securities ... Opens and closes accounts, as directed. * Coordinates account transfers from outside custodians.
Director, Trust & Safety
Omaha, NE · On-site
$195K - $256K/yr
The role You will lead Trust & Safety at Suno ... Directly leading enforcement operations and policy, you will also partner with PM, Eng, and Legal ...
Director, Trust & Safety
Omaha, NE · On-site
$195K - $256K/yr
The role You will lead Trust & Safety at Suno ... Directly leading enforcement operations and policy, you will also partner with PM, Eng, and Legal ...
Associated Bank is seeking a strategic and collaborative leader to serve as Director of Trust Support Services. In this role, you will oversee centralized trust operations functions, drive ...
Associated Bank is seeking a strategic and collaborative leader to serve as Director of Trust Support Services. In this role, you will oversee centralized trust operations functions, drive ...
As the operational backbone of the digital economy, BitGo handles a significant portion of Bitcoin ... We are seeking an experienced Director of Trust Administration to lead operational oversight of ...
As the operational backbone of the digital economy, BitGo handles a significant portion of Bitcoin ... We are seeking an experienced Director of Trust Administration to lead operational oversight of ...
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Job Type Full-time Description Trust Operations Associate Muscatine, IA Description * Responsible ... Opens and closes accounts, as directed. * Coordinates account transfers from outside custodians.
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Job Type Full-time Description Trust Operations Associate Muscatine, IA Description * Responsible ... Opens and closes accounts, as directed. * Coordinates account transfers from outside custodians.
Zero Trust Operations Engineer
Austin, TX · On-site
$155K - $190K/yr
... directing containment, coordinating multi-team response efforts, driving root cause analysis, and ... Represent Zero Trust Operations as a senior technical voice in cross-functional forums ...
Zero Trust Operations Engineer
Austin, TX · On-site
$155K - $190K/yr
... directing containment, coordinating multi-team response efforts, driving root cause analysis, and ... Represent Zero Trust Operations as a senior technical voice in cross-functional forums ...
Director Trust Operations information
See salary details
$34K - $47.2K
4% of jobs
$47.2K - $60.5K
8% of jobs
$60.5K - $73.7K
11% of jobs
$75.8K is the 25th percentile. Wages below this are outliers.
$73.7K - $86.9K
12% of jobs
$86.9K - $100.1K
14% of jobs
The median wage is $101.9K / yr.
$100.1K - $113.4K
12% of jobs
$113.4K - $126.6K
13% of jobs
$129.9K is the 75th percentile. Wages above this are outliers.
$126.6K - $139.8K
9% of jobs
$139.8K - $153K
9% of jobs
$153K - $166.3K
5% of jobs
$166.3K - $179.5K
3% of jobs
$34K
$107.7K
$179.5K
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Trust Operations Associate - Coral Gables Trust Company
Fort Lauderdale, FL • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 4 hours ago
Job description
About Coral Gables Trust Company
Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.
Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.
Primary Responsibilities of Trust Operations Associate
The Trust Operations Associate supports the day-to-day administrative and operational functions of the trust department at Coral Gables Trust Company. This entry-level role is responsible for processing trust account transactions, maintaining accurate recordkeeping, and delivering exceptional service to clients, team members, and advisors. The Associate works under direct supervision and serves as a key contributor to the accuracy and efficiency of trust administration operations.
• Process routine trust account transactions including distributions, contributions, wire transfers, and bill payments in accordance with established procedures and applicable trust documents.
• Maintain and update trust account records in the trust accounting system, ensuring data integrity and completeness across all accounts.
• Prepare account statements, transaction confirmations, and reporting packages for internal stakeholders on a scheduled and ad hoc basis.
• Assist with the opening and closing of trust accounts, including the collection and verification of required documentation (e.g., trust agreements, tax identification forms, beneficial ownership certifications).
• Coordinate with internal and financial institutions to facilitate asset transfers, security settlements, and account re-registrations.
• Support the annual account review process by gathering account information, organizing documentation, and preparing review packages for trust officers.
• Ensure compliance with internal policies, regulatory requirements, and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) protocols in all account activities.
• Assist with tax preparation support, including the compilation of Schedule K-1 packages, 1099s, and other fiduciary tax documents in coordination with the tax team coordinating tax payment.
• Perform general administrative duties including document scanning, filing, correspondence preparation, and meeting coordination.
Qualifications
• Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred; equivalent experience considered.
• 0–2 years of experience in trust operations, banking, financial services, or a related field.
• Basic understanding of trust and estate concepts, fiduciary principles, or financial services operations.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with trust accounting systems (e.g., SunGard/FIS, SEI, or similar platforms) a plus.
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a deadline-driven environment.
• Excellent written and verbal communication skills with a professional, client-service orientation.
• Ability to handle confidential information with discretion and integrity.
Benefits
Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.
About Coral Gables Trust
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Miami, FL, US
Year founded
2004