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Trust Operations Analyst Jobs in Texas (NOW HIRING)

Altruist

Senior Settlements Analyst

Dallas, TX · On-site

$84K - $105K/yr

As a Senior Settlements Operations Analyst will be responsible for the comparison and ... Support Depository Trust and Clearing Corporation (DTCC) Settlement functions and related processes ...

Petco

Senior Analyst Operations Process

San Antonio, TX · On-site

... to trusted supplies and expert support from people who get it, because we live it. We believe in ... Position Purpose The Operations Planning & Store Processes team is responsible for expense control ...

RealPage, Inc.

Trust and Safety Analyst

Richardson, TX · On-site +1

$70K - $120K/yr

Overview SUMMARY The Trust and Safety Analyst is responsible for supporting the intake, triage ... Identify whether an escalation may require immediate containment, operational action, product or ...

Altruist

Senior Settlements Analyst

Dallas, TX · On-site

$79K - $107K/yr

As a Senior Settlements Operations Analyst will be responsible for the comparison and ... Support Depository Trust and Clearing Corporation (DTCC) Settlement functions and related processes ...

TIAA

Sr Financial Analyst

Dallas, TX

$59K - $105K/yr

Collaborate with Trust Operations, Trust Administration, Vendor Management, and BFOs * Identify ... Analysis/Analytics, Stakeholder Engagement, Strategic Thinking Anticipated Posting End Date: 2026 ...

TIAA

Sr Financial Analyst

Dallas, TX · On-site

$59K - $105K/yr

Collaborate with Trust Operations, Trust Administration, Vendor Management, and BFOs * Identify ... Analysis/Analytics, Stakeholder Engagement, Strategic Thinking Anticipated Posting End Date: 2026 ...

Fifth Third

Associate Trust Administrator

Austin, TX · On-site

This roleis responsible forproviding administrative and operational support for the management of ... Uses sound judgment and basic analytical skills toidentifyissues and support resolution.

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Trust Operations Analyst information

What is a trust operations analyst?

Trust Operations Analysts are professionals who manage and support the administrative and transactional activities of trust accounts within banks, wealth management firms, or financial institutions. They are responsible for processing transactions, maintaining records, ensuring compliance with regulations, and supporting trust officers in servicing client accounts. Their work helps ensure the smooth operation of trust services and the accurate management of client assets.

What are the key skills and qualifications needed to thrive as a trust operations analyst?

To thrive as a Trust Operations Analyst, you need a solid understanding of trust and investment operations, accounting principles, and financial regulations, often supported by a bachelor's degree in finance, accounting, or a related field. Familiarity with trust accounting systems (such as SEI Trust 3000 or FIS Global), Microsoft Excel, and compliance software is typically required. Strong attention to detail, analytical thinking, and effective communication are vital soft skills for ensuring accuracy and collaborating with internal and external stakeholders. These skills and qualities are essential for maintaining regulatory compliance, safeguarding client assets, and ensuring smooth trust operations.

What are the most common challenges faced by trust operations analysts, and how can they be addressed?

Trust Operations Analysts often encounter challenges such as managing complex transactions, ensuring compliance with regulatory requirements, and maintaining accurate records across multiple accounts. Staying organized and detail-oriented is crucial for handling large volumes of data and meeting tight deadlines. Frequent communication with portfolio managers, legal teams, and clients also helps resolve discrepancies quickly and ensures transactions are processed efficiently. Leveraging technology and continuous learning about industry regulations can further streamline daily operations and reduce errors.

What are popular job titles related to Trust Operations Analyst jobs in Texas?

For Trust Operations Analyst jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Trust Operations Analyst jobs in Texas look for?

The top searched job categories for Trust Operations Analyst jobs in Texas are:

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Cities in Texas with the most Trust Operations Analyst job openings:

Trust Operations Analyst jobs near you
Infographic showing various Trust Operations Analyst job openings in Texas as of August 2026, with employment types broken down into 81% Full Time, 11% Part Time, and 8% Contract. Highlights an 91% In-person, and 9% Hybrid job distribution.

Senior Settlements Analyst

Altruist

Dallas, TX • On-site

$84K - $105K/yr

Full-time

Re-posted 16 days ago

Job description

About the position

As Altruist enters an expansion phase for our revolutionary product offering, we're seeking an experienced Senior Settlements Operations Analyst to help position us for future growth and success. As a Senior Settlements Operations Analyst will be responsible for the comparison and reconciliation of securities transactions with street side counterparties and settling those transactions timely and accurately while adhering to policies, procedures, and regulatory guidelines.

What you'll do

  • Provide clearing back office support to investment advisors and their clients 
  • Support escalations to resolution and provide feedback to management and product partners for continuous improvement 
  • Reviews daily trade reports generated from the back-office clearing platform FIS/Phase 3 as well as external communications from counterparties, rectifying breaks and issues identified. 
  • Handle P&S Inquiries and corrections
  • Processes trade comparisons and corrections using the FIS/Phase 3 system. You will also perform comparison of fixed income trades in FICC CMU and the reporting of fixed income transactions in FINRA TRANCE and MSRB RTRS Web.
  • Identifying, investigating, and resolving trade, cash, and position reconciliation issues to ensure transactions are correctly recorded in appropriate systems facilitating successful settlement 
  • Support Depository Trust and Clearing Corporation (DTCC) Settlement functions and related processes such as Buy-Ins, Obligation Warehouse, and RECAPS. 
  • Review fail exposure & accurately report to senior regulatory management teams 
  • Reconcile daily possession and control issues 
  • Maintain excellent client service skills  
  • Adhere to all rules, regulations and procedures that govern this role and organization 
  • Be aware of Operational Risk and escalate to Manager at all times 
  • Other duties as assigned

What you'll bring

  • 3+ years of experience working within back office operations, specifically in trade clearance and settlements for a self clearing broker dealer
  • FINRA Series 99 (or ability to obtain in 90 days)
  • Expert knowledge with DTC, NSCC, Obligation Warehouse, SMART Track, and other DTCC suite applications
  • Settlement, buy-in, fail control, and/or seg experience
  • Exceptional communication skills with the ability to easily convey complex matters in an easy to understand manner
  • Ability to build a team. Strong coaching skills
  • Strong self-starter with ability to work independently
  • Strong communication and analytical skills
  • Ability to effectively prioritize and adapt to changing environment
  • Able to multi-task and work under pressure

Nice to have

  • Back Office System Knowledge 

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