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Trust Operations Analyst Jobs (NOW HIRING)

Charles Schwab

Zero Trust Operations Engineer

Austin, TX

$68K - $93K/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 ...

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 ...

WESBANCO

Trust Operations Associate

Wheeling, WV · On-site

Generates and posts maps from Trust Accounting System for equity and mutual fund dividends. Posts ... Ability to read, analyze, and interpret general business periodicals, professional journals ...

Advocate Aurora Health

$51.05 - $76.60/hr

Reporting to the Lead, Consumer Data & Trust Operations, you will own the execution, performance ... Lead and develop trust andconsentprofessionals (e.g., Consent Analyst),establishingclear ownership ...

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How much do trust operations analyst jobs pay per hour?

As of Aug 23, 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 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.
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Trust Operations Analyst jobs near you
Infographic showing various Trust Operations Analyst job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, and 7% Temporary. Highlights an 79% In-person, 7% Hybrid, and 14% Remote job distribution, with an average salary of $70,210 per year, or $33.8 per hour.

Trust Operations Sp - Account Transfer Desk

Argent Financial Group

Birmingham, AL • On-site

Full-time

Re-posted 3 days ago

Job description

Title: Trust Operations Specialist – Account Transfer Desk

Department: Trust Operations

Reports To: Account Transfer Team Supervisor


Company Profile

Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm responsible for more than $180 billion in client assets. Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management, and other specialized financial services. Headquartered in Ruston, Louisiana, Argent was founded in 1990 and traces its roots to 1930.

Department Profile

The Trust Operations Specialist – Transfer Desk is a dynamic, team-based role within Argent’s Operations Department. The Operations Department supports the full range of services provided to Argent’s clients, including account transfers, asset movement, client deposit and disbursement processing, fund accounting, mail processing, and reconciliation of client and DDA accounts. The department maintains daily interaction with internal personnel and external financial institutions.

Job Summary

The Account Transfer Desk plays a vital role in delivering exceptional service to Argent’s clients. The transfer team manages the end-to-end process of moving client assets between financial institutions, serving as a central point of communication among custodians, counterparties, internal operations teams, and front office administration. This role coordinates the transition of assets, cash, and account information while ensuring accuracy, compliance, and timely execution.

Job Specifics: Account Transfer Desk

  • Process incoming and outgoing client account transfer requests in accordance with firm policies, custodian requirements, and applicable regulations.
  • Coordinate with custodians, counterparties, internal operations teams, and front office staff to ensure the smooth and timely transfer of assets, cash, and account data.
  • Review and validate transfer documentation for accuracy and completeness prior to submission, including ACATS and non-ACATS transfers as applicable.
  • Verify trust legal documentation to ensure compliance with the requirements of each account transfer request.
  • Monitor and track the status of transfer requests, providing timely and proactive updates to relevant stakeholders.
  • Identify, investigate, and resolve transfer discrepancies or exceptions in a thorough and efficient manner.
  • Maintain accurate records and comprehensive audit trails for all transfer activities in accordance with firm record-keeping standards.
  • Support continuous process improvement initiatives and contribute to a culture of operational excellence.


Knowledge, Skills, and Abilities

  • Strong attention to detail with solid analytical, research, and written and verbal communication skills.
  • Working knowledge of financial securities markets, investment products, and account transfer processes (ACATS/non-ACATS) preferred.
  • Proficiency in Microsoft Office Suite, Excel, Word, and Outlook.
  • Ability to manage competing priorities, meet deadlines, and work both independently and collaboratively within a team environment.
  • Familiarity with trust documentation and fiduciary account structures is a plus.


Credentials and Experience

  • College degree in business related field preferred.
  • 2–3 years of experience in the financial services industry, preferably in trust operations, brokerage operations, or a related back-office function.
  • Basic accounting knowledge, including an understanding of debits and credits.
  • An equivalent combination of education and experience.