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Trust Operations Assistant Jobs in California (NOW HIRING)

Westamerica Bank

Trust Operations Assistant

Sacramento, CA · On-site

$18 - $21.75/hr

Requirements Previous operational experience in a trust department where incumbent has an understanding of trust recording, documentation and accounting procedures. Incumbent must be PC literate and ...

ZM Trucks

Facility Operations Assistant

Fontana, CA · On-site

About ZO Motors North America LLC ZM Trucks is a trusted leader in commercial vehicles ... About the role The Facility Operations Assistant will support the day-to-day functions of plant ...

First American

Trust Assistant (On-Site)

San Diego, CA

$23.37 - $31.14/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This role helps ensure accurate recordkeeping, compliance with established procedures, and efficient trust operations while supporting the department's overall goals and commitment to exceptional ...

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Trust Operations Assistant information

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 the most commonly searched types of Trust Operations jobs in California?

The most popular types of Trust Operations jobs in California are:

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

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

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

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

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

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

Trust Operations Assistant jobs near you

Trust Operations Assistant

Westamerica Bank

Sacramento, CA • On-site

$18 - $21.75/hr

Full-time

Re-posted 4 days ago

Westamerica Bank rating

7.6

Company rating: 7.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

97th of 171 rated banks

Job description

Description:

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

Under General Supervisorial Direction: Processes the daily accounting activities of the Trust Department.


Weekly Hours: 40


ESSENTIAL FUNCTIONS:

  • Processes all cash receipts and disbursements, and settlements with the back office provider. Prepares various month end reconciliations/certifications. Prepares and distributes various departmental reports and statements.
  • Processes all associated trust account transactions on the trust system, i.e., sets up, maintenance and closes accounts; receives new assets and instruments; transfers of securities; input of security purchase and sale orders.
  • Performs all accounting duties associated with the fee billing activities, i.e., generating and distributing monthly fee reports, process monthly fees (system & manual), monitoring outstanding fee issues, setting up and maintaining fee schedules.
  • Serves as the technical expert for trust accounting related questions. Serves as system administrator for all trust systems.
  • Maintains a working knowledge of all laws and regulations affecting designated areas of responsibility. Ensures all departmental accounting activities are in compliance with established policies & procedures and regulatory & fiduciary standards. Prepares regulatory reports. Completes assigned compliance training courses, BCG, and Bank regulating agencies’ training affecting designated areas of responsibility.
  • Performs other job related duties and participates in special projects as requested.
Requirements:

Previous operational experience in a trust department where incumbent has an understanding of trust recording, documentation and accounting procedures. Incumbent must be PC literate and have operational knowledge of a trust accounting software, SEI Trust system experience highly desired. College level course work in finance, accounting, or trust operations desired. Incumbent must possess excellent analytical, organizational, intermediate mathematical, interpersonal and communication skills.

PHYSICAL DEMANDS:

Work extensively with multiple reports. Uses a PC to input and retrieve data.

MENTAL DEMANDS:

  • Prioritize multiple demands with conflicting deadlines to ensure all requested transactions are completed within established time frames.
  • Read, report, identify discrepancy and determine where to research.
  • Successfully implement new procedures to safeguard trust accounts and ensure compliance with various state, federal and institutional regulations.
  • Apply intermediate mathematical formulas to determine if system and manually generated fees are correct.

EQUIPMENT USED TO PERFORM FUNCTIONS:

PC, Fax, Telephone, 10-key, Copier

DECISION MAKING:

  • Identify the most expedient means to resolve discrepancies when reconciling system generated accounting reports.
  • Implement new procedures to bring operational activities into compliance with federal, state and institutional requirements.
  • Evaluate and prioritize workflow to ensure timely processing of trust transactions.

EOE

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