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Trust Operations Assistant Jobs in Alabama (NOW HIRING)

As a Key Holder , you are a trusted member of the leadership team who helps ensure smooth daily ... Support and supervise store partners, helping maintain productivity and positive morale. * Assist ...

Assistant Manager (Retail Operations)

Anniston, AL · On-site

$26.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

When you join our team as an Assistant Store Manager, you'll take on key store management ... rapport, trust, and open communication that enhances the growth and job performance of direct ...

Assistant Manager (Retail Operations)

Oxford, AL · On-site

$26.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

When you join our team as an Assistant Store Manager, you'll take on key store management ... rapport, trust, and open communication that enhances the growth and job performance of direct ...

Assistant Manager (Retail Operations)

Hoover, AL · On-site

$26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

When you join our team as an Assistant Store Manager, you'll take on key store management ... rapport, trust, and open communication that enhances the growth and job performance of direct ...

Assistant Manager (Retail Operations)

Alabaster, AL · On-site

$26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

When you join our team as an Assistant Store Manager, you'll take on key store management ... rapport, trust, and open communication that enhances the growth and job performance of direct ...

Assistant Manager (Retail Operations)

Daphne, AL · On-site

$26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

When you join our team as an Assistant Store Manager, you'll take on key store management ... rapport, trust, and open communication that enhances the growth and job performance of direct ...

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Trust Operations Assistant information

See Alabama salary details

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How much do trust operations assistant jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for trust operations assistant in Alabama is $14.37, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $15.62 per hour, depending on experience, location, and employer.

What is a trust operations assistant?

Trust Operations Assistants are professionals who support the daily operations of trust departments within banks or financial institutions. They handle administrative tasks such as processing transactions, maintaining client records, preparing reports, and ensuring compliance with regulatory standards. Their role is crucial for the smooth functioning of trust services, which may include estate planning, asset management, and fiduciary responsibilities. Trust Operations Assistants often work closely with trust officers and other financial professionals to provide accurate and efficient support. Attention to detail and strong organizational skills are essential in this position.

What are some typical challenges trust operations assistants face when managing daily transactions and account maintenance?

Trust Operations Assistants often handle high volumes of sensitive financial data and transactions, which requires strong attention to detail and adherence to strict regulatory standards. A common challenge is ensuring accuracy and timeliness when processing account activities, such as asset transfers, distributions, and reconciliations. Additionally, they must communicate effectively with trust officers, clients, and other departments to resolve discrepancies and maintain smooth operations. Staying updated with evolving compliance requirements and internal procedures is also key to success in this role.

What are the key skills and qualifications needed to thrive as a trust operations assistant, and why are they important?

To thrive as a Trust Operations Assistant, you need strong attention to detail, organizational skills, and a foundational understanding of trust and estate administration, often supported by a degree in finance, business, or a related field. Familiarity with trust accounting software, document management systems, and proficiency in Microsoft Office are typically required. Excellent communication, problem-solving abilities, and a high degree of discretion help you stand out in this sensitive and client-focused role. These skills ensure accurate processing of trust transactions, compliance with regulations, and effective support for both clients and internal teams.

What are popular job titles related to Trust Operations Assistant jobs in Alabama?

For Trust Operations Assistant jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Trust Operations Assistant jobs in Alabama look for?

The top searched job categories for Trust Operations Assistant jobs in Alabama are:

What cities in Alabama are hiring for Trust Operations Assistant jobs?

Cities in Alabama with the most Trust Operations Assistant job openings:

Trust Operations Sp - Account Transfer Desk

Argent Financial Group

Birmingham, AL • On-site

Full-time

Re-posted 28 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.