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Trust Operations Analyst Jobs (NOW HIRING)

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 ...

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 ...

World Bank

Operations Analyst

Washington, DC

AFW Transport Unit (IAWT3) The Operations Analyst will be based in Washington and will join the ... Support the management of trust-funded activities, including monitoring budgets, deliverables, and ...

Arvest Bank

Trust Support Services Manager

Lowell, AR · On-site

$89K - $111K/yr

Responsibilities • Ensure Trust Operations objectives are met, and quality service is provided to ... and analysis, system integration work, coordination with acquired company staff and other ...

Keyfactor, Inc.

Operations Analyst

Keyfactor is the leader in trust infrastructure for AI and machines, helping the world's largest ... Title: Operations Analyst Location: United States; Remote (EST or CST preferred) Experience:

Procure Analytics

Operations Analyst

Atlanta, GA

THE OPPORTUNITY As an Operations Analyst, you will work closely with our Member Advisory team and ... Serve as a trusted partner to our Member Advisors to support each Member's procurement strategy ...

NCM Associates

Operations Analyst

Kansas City, MO · On-site

The Operations Analyst acts as a trusted advisor on operational data strategy while delivering both recurring and ad-hoc reporting that enhances visibility into program performance and business ...

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How much do trust operations analyst jobs pay per hour?

As of Jun 21, 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 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 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.
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Trust Operations Analyst jobs near you
Trust Operations Associate

Trust Operations Associate

Stifel

Greenville, DE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues.

What We're Looking For
  • Coordinate and track corporate action elections.
  • Monitoring DDA account for incoming and outgoing activity.
  • Complete Daily Bank Deposit/Sweep reconciliation and wire processing.
  • Ensure transactions are processed adequately according to policies and procedures.
  • Process a variety of cash transactions, including receipts and disbursements.
  • Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls. Interact with outsourcing partners to follow up on requests and resolve any issues.
  • Distribute daily reports.
  • Set up and maintain financial advisor access to the online system.
  • Scan, image, and index documents into document retention software.
  • Additional duties and special projects as assigned.
What You'll Bring
  • Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel. The ability to create and maintain spreadsheets is required.
  • Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information.
  • Managing one's own time and priorities to ensure the meeting of deadlines.
  • Skilled at finding and using traditional and creative methods of solving the problem.
Education & Experience
  • Minimum Required: High School Diploma or equivalent work experience.
  • Minimum Required: 1+ years of related experience in financial services.
Licenses & Credentials
  • Minimum Required: None.
Systems & Technology
  • Proficient in Microsoft Excel, Word, and Outlook.
About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer. 

Employment Type: FULL_TIME

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