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Trust Operations Analyst Jobs (NOW HIRING)

Keyfactor

Operations Analyst

Independence, OH · Remote

We hope you will trust your future with Keyfactor! Title: Operations Analyst Location: United States; Remote (EST or CST preferred) Experience: Associate Job Function: Professional Services ...

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Keyfactor, Inc.

Operations Analyst

We hope you will trust your future with Keyfactor! Title: Operations Analyst Location: United States; Remote (EST or CST preferred) Experience: Associate Job Function: Professional Services ...

THE RITESCREEN COMPANY LLC

Operations Analyst

Fargo, ND · On-site

$80K - $95K/yr

In this role, you will serve as a trusted analytical partner to operations leadership , transforming complex operational data into clear insights that drive efficiency, cost reduction, and ...

Red Tail Acquisitions

Operations Analyst

Irvine, CA · On-site

$72.50K - $78K/yr

Operations Analyst Company: Red Tail Acquisitions Location: Irvine, CA (onsite) Full Time / ... Create trusted, repeatable operational reporting for operations leadership * Redesign reporting and ...

THE RITESCREEN COMPANY LLC

Operations Analyst

Export, PA · On-site

$80K - $95K/yr

In this role, you will serve as a trusted analytical partner to operations leadership , transforming complex operational data into clear insights that drive efficiency, cost reduction, and ...

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 ...

RiteScreen

Operations Analyst

Elizabethville, PA

$80K - $95K/yr

In this role, you will serve as a trusted analytical partner to operations leadership, transforming complex operational data into clear insights that drive efficiency, cost reduction, and performance ...

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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 Spec - Settlements/Income

Trust Operations Spec - Settlements/Income

Argent Financial Group

Birmingham, AL • On-site

Full-time

Posted 10 days ago

Job description

Title: Trust Operations Specialist – Settlements/Income

Department: Trust Operations

Pay Range: TBD

FLSA Status: Non-exempt

Report to: Settlements/Income Supervisor


Company Profile:

Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm responsible for more than $165 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 – Settlements/Income 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 Settlements/Income Specialist is responsible for the daily processing of income and interest settlements across a broad range of asset types — including stocks, bonds, mutual funds, and other income-producing assets — held at Argent’s global depositories. This role ensures accurate and timely posting of settlement transactions, resolution of discrepancies, and processing of corporate actions, while maintaining full compliance with internal procedures and audit standards.


Job Specifics: Settlements/Income:

  • Review and post daily income and trade settlement transactions received from Argent’s custodians.
  • Identify and investigate discrepancies, variances, and exceptions in Depository Income reports, working closely with Argent’s custodian service team to resolve outstanding issues in a timely manner.
  • Review and post Corporate Actions across all asset types held at global depositories.
  • Maintain accurate records, documentation, and audit trails of all income and settlement activity, ensuring compliance with internal procedures and policies.
  • Assist with routine internal and external audits by providing documentation and supporting materials for activities within scope.
  • Cross-train on additional functions within the Settlements Team to support operational continuity and flexibility.


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 income settlement processes 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 corporate actions processing, depository income reporting, or custody operations 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 settlements, custody operations, or a related back-office function.
  • Basic accounting knowledge, including an understanding of debits and credits.
  • An equivalent combination of education and experience.