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Trust Operations Jobs (NOW HIRING)

hightower

Trust Operations Specialist

Houston, TX · Hybrid

Your Future Team Reporting to the Manager of Trust Operations for Hightower Trust Company, the Trust Operations team provides exceptional service to financial advisors and clients by accurately and ...

Hightower

Trust Operations Specialist

Houston, TX · On-site

Your Future Team Reporting to the Manager of Trust Operations for Hightower Trust Company, the Trust Operations team provides exceptional service to financial advisors and clients by accurately and ...

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How much do trust operations jobs pay per hour?

As of Jul 12, 2026, the average hourly pay for trust operations in the United States is $19.66, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $20.43 per hour, depending on experience, location, and employer.

What is the 3 month rule for jobs?

The 3 month rule in trust operations typically refers to a probationary period of three months during which an employee's performance and fit for the role are evaluated. This period allows employers to assess skills, compliance, and reliability before confirming permanent employment or benefits.

What are the typical daily responsibilities of someone working in Trust Operations?

Professionals in Trust Operations are responsible for processing transactions, reconciling trust accounts, maintaining accurate records, and ensuring compliance with regulatory standards. Daily tasks may include distributing income, preparing statements, liaising with custodians and beneficiaries, and resolving discrepancies in account activity. The work is detail-oriented and often involves collaboration with trust officers, investment managers, and legal teams to ensure client needs are met efficiently. This role is integral to the smooth functioning of trust administration and offers exposure to a variety of financial products and services.

What is the highest paid job in finance?

In finance, the highest paid roles are typically investment bankers, private equity executives, and hedge fund managers, especially those managing large assets or firms. These positions often require advanced degrees, strong analytical skills, and extensive experience, with compensation including high base salaries, bonuses, and profit sharing that can reach into the millions annually.

What are 5 careers in operations?

Careers in operations include roles such as Operations Manager, Supply Chain Analyst, Business Analyst, Process Improvement Specialist, and Logistics Coordinator. These positions involve managing workflows, optimizing processes, and ensuring efficient resource use within organizations, often requiring skills in project management and familiarity with operational tools. They are common across industries like manufacturing, retail, and finance.

What does a trust operations specialist do?

A trust operations specialist manages the day-to-day activities involved in administering trusts and fiduciary accounts, ensuring compliance with legal and regulatory requirements. They handle tasks such as processing transactions, maintaining records, and coordinating with clients and legal teams, often using specialized trust management software. Strong attention to detail and knowledge of trust laws are essential for this role.

What are the key skills and qualifications needed to thrive in the Trust Operations position, and why are they important?

To thrive in Trust Operations, you need a strong understanding of financial services, account administration, and compliance, typically supported by a degree in finance, accounting, or a related field. Familiarity with trust accounting software (such as SEI or SunGard), knowledge of regulatory requirements, and potentially certifications like the Certified Trust and Fiduciary Advisor (CTFA) are highly beneficial. Attention to detail, organizational skills, and the ability to communicate clearly with both internal teams and external clients are essential soft skills. These abilities ensure accurate transaction processing, regulatory compliance, and excellent client service in a complex financial environment.

What is a Trust Operations job?

A Trust Operations job involves managing the administrative and operational functions of trust accounts within a financial institution. This includes processing transactions, reconciling accounts, ensuring compliance with regulations, and overseeing record-keeping. Trust Operations professionals work closely with trust officers, custodians, and financial advisors to facilitate smooth trust management. Their role is critical in maintaining accuracy, security, and efficiency in handling client assets.

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Trust Operations jobs near you
Infographic showing various Trust Operations job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $40,892 per year, or $19.7 per hour.
Trust Operations Specialist

Trust Operations Specialist

hightower

Houston, TX • Hybrid

Other

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Job description

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

 

Your Future Team

Reporting to the Manager of Trust Operations for Hightower Trust Company, the Trust Operations team provides exceptional service to financial advisors and clients by accurately and efficiently opening and funding new accounts; processing money movement and other trust-related transactions; remediating errors; invoicing and collecting client fees; administering critical trust applications; and leading special projects to improve how the company operates. The team collaborates with many departments to ensure positive experiences for advisors and clients. The Trust Operations Specialist is an important role that directly controls the accurate and timely processing of transactions, which is key to ensuring that trust be successful in this position if you have a strong attention to detail, learn quickly in a fast-paced environment, manage time effectively, prioritize team versus individual success, strive to exceed expectations, and collaborate effectively with all levels of the organization.

 

What You’ll Do

  • Oversee and process money and asset movements through our banking institutions, custodians, or other third-party providers (cashiering, asset transfers, vault assets)
  • Assist with the review and approval of transactions within appropriate limits and under dual control
  • Process account openings for multiple custodians including asset transfers (TOAs)
  • Review custodian alerts and process entitlement reports/requests
  • Process maintenance and other account update requests across multiple different custodians
  • Assist with internal house account and vault reconciliations
  • Monitor and respond to general Trust Ops team emails
  • Act as a point of contact for high-value clients, responding to inquiries, address concerns, and providing exceptional service to build and maintain strong client relationships
  • Process incoming and outgoing mail
  • Process check deposits and disbursements
  • General billing for trust accounts including invoices
  • Process Improvement
  • Identify areas for process optimization and efficiency enhancement within trust operations

 

What You’ll Bring

  • Bachelor’s degree or ability to demonstrate required skills and knowledge needed for this job.
  • 1+ years of financial services operations experience
  • Proficiency in Microsoft Office applications, particularly Excel
  • CTFA or CTOP is preferred
  • In-depth knowledge of trust administration, fiduciary services, asset management, and financial products
  • Strong understanding of regulatory frameworks and compliance requirements related to trust operations
  • Able to think critically to resolve complex, time-sensitive inquiries and data issues
  • Excellent time management skills
  • Strong attention to detail
  • Highly motivated self-starter
  • Able to work efficiently and effectively in a group setting

 

What We Offer

  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • Mother’s lounge onsite
  • Flexible PTO plan
  • In-office Monday through Thursday and work from home on Fridays
  • Free brand-new gym in the Chicago office
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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