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Trust Operations Analyst Jobs (NOW HIRING)

CORE BANK

Trust Operations Coordinator

Dakota Dunes, SD · On-site

Additionally, the Trust Operations Coordinator needs to be ready to assist the Trust Officers with the execution of investment and vendor due diligence reviews, risk analysis, and other fiduciary ...

CORE BANK

Trust Operations Coordinator

Dakota Dunes, SD · On-site

Additionally, the Trust Operations Coordinator needs to be ready to assist the Trust Officers with the execution of investment and vendor due diligence reviews, risk analysis, and other fiduciary ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

... analysts, project managers, marketing specialists, developers, bankers, operations associates ... Stifel's bank and trust companies are equal opportunity employers. All candidates will be ...

Stifel

Trust Operations Associate

Greenville, DE

The Trust Operations Associate will process a wide variety of transactions. The Associate must be ... analysts, project managers, marketing specialists, developers, bankers, operations associates ...

BGM

Director of Trust Operations

Sioux Falls, SD · On-site +1

Oversees all aspects of Trust Operations function Responsible for the leadership of all Trust ... analyzing existing processes and optimizing for accuracy and efficiency Independently identify ...

OpenAI

Trust & Safety Operations Analyst

San Francisco, CA · On-site

$189K - $210K/yr

About the Team At OpenAI, our Trust, Safety & Risk Operations teams safeguard our products, users ... About the Role We are seeking experienced, senior-level analysts who specialize in one or more of ...

Charles Schwab

Zero Trust Operations Engineer

Austin, TX

$68.90K - $93.20K/yr

... cause analysis, and ensuring durable corrective actions. * Set the standard for stakeholder ... Represent Zero Trust Operations as a senior technical voice in cross‑functional forums ...

Hancock Whitney Bank

... of Trust, securities, or bank operations experience strongly preferred. * American Bankers ... Strong analytical skills. * Ability to work well in a team environment with little direct ...

Hancock Whitney Bank

... Trust, securities, or bank operations experience * American Bankers Association courses or other ... Strong analytical skills. * Ability to work well in a team environment with little direct ...

Stifel

Trust Operations Associate

Greenville, DE

... analysts, project managers, marketing specialists, developers, bankers, operations associates ... Stifel's bank and trust companies are equal opportunity employers. All candidates will be ...

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How much do trust operations analyst jobs pay per hour?

As of May 31, 2026, the average hourly pay for trust operations analyst in the United States is $33.75, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $40.38 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Trust Operations Analyst, and why are they important?

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 Trust Operations Analysts?

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 is the role of an operations analyst?

A Trust Operations Analyst is responsible for managing and monitoring trust account activities, ensuring compliance with regulations, and analyzing operational data to improve efficiency. They often use tools like Excel or specialized software to track transactions and identify discrepancies, supporting the overall integrity of trust operations.
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Trust Operations Analyst jobs near you
Trust Operations Specialist

Trust Operations Specialist

First State Bank and Trust

Bayport, MN • On-site

$50K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Job Type
Full-time
Description
First State Bank and Trust seeks motivated individuals to help our clients and community achieve more. It's a formula that has worked for over 100 years serving the St Croix Valley community. As guides, we work alongside our clients every step of the way, helping them achieve more because we believe achievement is more than a transaction; it's a journey.
And this is the same philosophy that extends to our team. By building a culture of care and commitment, we do more to help our employees achieve more. Focusing on development and career growth, we look to guide our employees on their career journey by providing resources to build and strengthen skills as well as actively give back and support our community through volunteer outreach and engagement.
We look forward to welcoming you to our team, so we achieve more, together.
Join the First State Bank and Trust team!
Job Description
The Trust Operations Specialist is responsible for posting dividends and incoming cash deposits, posting promissory note payments, posting and processing fees, completing operational opening and annual account reviews, and backing up other positions when others are out of the office. To succeed in this position, you need to be organized, detail-oriented, accurate, have a good memory, and be excellent at multitasking.
Maintain Pledged Account Records
Maintain all pledge account records for the trust department.
  • Maintain the pledge account records in MAUI
  • Complete monthly reporting to Lending with current balances of trust accounts pledged for loans
  • Confirm pledges for loans outside of FSBT periodically.
  • Notify officers of any changes or issues regarding pledged accounts
  • Complete other duties as assigned.

Process Client Investment Dollars
Handle the posting of incoming cash, investment earnings, dividends, and interest into clients' accounts
  • Ensure the following is accurately posted into clients' appropriate accounts on a timely basis:
  • Incoming cash for investments.
  • Investment income, dividends, and interest payments from brokers as found on system-generated maps.
  • Maintain complete and accurate documentation and evidence of account balancing.

Consolidate Records of Each Client's Portfolio of Holdings
Enter the client's assets from other institutions into the Trust's systems monthly.
  • Ensure that all a client's investments are accurately reflected in his/her portfolio on the Trust system.
  • Maintain complete and accurate documentation and evidence of account balancing.
  • Complete other duties as assigned.

Post and Process Fees
Once the Trust Officers have approved them, the Trust Operations Specialist processes fees.
  • Review fee calculation worksheets for accuracy.
  • Accurately post and process fees.
  • If needed, accurately bill clients.
  • Complete other duties as assigned.

Review Pricing Exceptions
Some client assets require manual pricing on a periodic basis. These prices need to be researched and entered into MAUI monthly, as needed.
  • Review the monthly report of pricing exceptions.
  • Enter prices in MAUI for asset prices that were not priced by the Infovisa Pricing Service.
  • Report assets with outdated prices to Trust Officers when the asset price is not available with reasonable research.

Requirements
  • 2 or 4-year college degree, preferably in Business Administration, Accounting, Finance, or a related field, or equivalent work experience.

MINIMUM JOB QUALIFICATIONS:
  • Experience in reconciling accounts and balancing transactions is preferred.
  • Previous experience in trust administration or financial services is preferred.
  • Must be able to multitask numerous responsibilities
  • Ability to read, analyze, and interpret financial reports.
  • Excellent judgment and independent thinking skills.
  • Maintains current knowledge of Federal and State laws and regulations, as well as industry best practices.
  • Strong organizational skills and resourcefulness.
  • Strong attention to detail and ability to function effectively in an environment with deadlines and shifting priorities.
  • Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.
  • Knowledge of MS Office, especially spreadsheet applications, as they pertain to financial analysis. Strong working knowledge of Microsoft Excel.

Benefits
  • 401(k) matching
  • Profit Sharing
  • Dental Insurance
  • Vision Insurance
  • Disability Insurance
  • Employee Assistance Program
  • Flexible Spending Account
  • Health Insurance
  • Health Savings Account
  • Life Insurance
  • Paid holidays
  • Paid Time Off
  • MN PFML
  • Sick and Safe Time

First State Bank and Trust and Valley Agencies is an equal-opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Drug-Free Workplace.
Salary Description
$50,000 - $55,000 annually

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