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Trust Operations Assistant Jobs in Florida (NOW HIRING)

TopDog Law

Trust Operations Coordinator

Jupiter, FL · On-site

$51K - $66K/yr

The Opportunity The Trust Operations Coordinator is the operational engine of the trust settlement ... policy. * Assist with exception resolution, returned items, and special handling requests as ...

The Smile Trust

Field Operations Assistant

Miami, FL · On-site

Freedom Lab & Community Sites Schedule: 30 hours per week, Tuesday-Saturday Position Summary The Field Operations Assistant supports the operational excellence of The Smile Trust across the Freedom ...

Hosco

Operations Driver

Miami, FL · On-site

Operations Driver Operations Drivers for the safe operations of various vehicles on Islands which include the use of Forklifts, Tractors pulling provision carts, Utility vehicles and Guest Tram ...

The Smile Trust

Field Operations Assistant

Miami, FL · On-site

Freedom Lab & Community Sites Schedule: 30 hours per week, TuesdaySaturday Position Summary The Field Operations Assistant supports the operational excellence of The Smile Trust across the Freedom ...

CERES

Proposal Operations Assistant

Sarasota, FL · Hybrid

Proposal Operations Assistant Location: Sarasota Office (in office, 5 days a week) Reports to ... decades of trust in bringing hope during times of need. We specialize in emergency response ...

ArcBest

Operations Assistant, Part-time

Sarasota, FL · On-site

... job The Operations Assistant, Casual performs a combination of clerical duties that require ... About Us ABF Freight ® , an ArcBest ® company, is one of the nation's largest, most trusted less ...

ArcBest

Operations Assistant, Part-time

Fort Myers, FL · On-site

... job The Operations Assistant, Casual performs a combination of clerical duties that require ... About Us ABF Freight ® , an ArcBest ® company, is one of the nation's largest, most trusted less ...

Ritchie Bros.

Branch Operations Assistant

Palmetto, FL · On-site

The Branch Operations Assistant addresses all customer and branch inquiries under the direction of ... RBA), is a trusted global marketplace for insights, services, and transaction solutions for ...

Ritchie Bros.

Branch Operations Assistant

Palmetto, FL · On-site

$24.07/hr

The Branch Operations Assistant addresses all customer and branch inquiries under the direction of ... RBA), is a trusted global marketplace for insights, services, and transaction solutions for ...

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How much do trust operations assistant jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for trust operations assistant in Florida is $14.35, 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 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 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 popular job titles related to Trust Operations Assistant jobs in Florida? For Trust Operations Assistant jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Trust Operations Assistant jobs in Florida look for? The top searched job categories for Trust Operations Assistant jobs in Florida are:
What cities in Florida are hiring for Trust Operations Assistant jobs? Cities in Florida with the most Trust Operations Assistant job openings:
Trust Operations Assistant jobs near you

Trust Operations Associate - Coral Gables Trust Company

Coral Gables Trust Company

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Operations Associate

The Trust Operations Associate supports the day-to-day administrative and operational functions of the trust department at Coral Gables Trust Company. This entry-level role is responsible for processing trust account transactions, maintaining accurate recordkeeping, and delivering exceptional service to clients, team members, and advisors. The Associate works under direct supervision and serves as a key contributor to the accuracy and efficiency of trust administration operations.

• Process routine trust account transactions including distributions, contributions, wire transfers, and bill payments in accordance with established procedures and applicable trust documents.

• Maintain and update trust account records in the trust accounting system, ensuring data integrity and completeness across all accounts.

• Prepare account statements, transaction confirmations, and reporting packages for internal stakeholders on a scheduled and ad hoc basis.

• Assist with the opening and closing of trust accounts, including the collection and verification of required documentation (e.g., trust agreements, tax identification forms, beneficial ownership certifications).

• Coordinate with internal and financial institutions to facilitate asset transfers, security settlements, and account re-registrations.

• Support the annual account review process by gathering account information, organizing documentation, and preparing review packages for trust officers.

• Ensure compliance with internal policies, regulatory requirements, and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) protocols in all account activities.

• Assist with tax preparation support, including the compilation of Schedule K-1 packages, 1099s, and other fiduciary tax documents in coordination with the tax team coordinating tax payment.

• Perform general administrative duties including document scanning, filing, correspondence preparation, and meeting coordination.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred; equivalent experience considered.

• 0–2 years of experience in trust operations, banking, financial services, or a related field.

• Basic understanding of trust and estate concepts, fiduciary principles, or financial services operations.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with trust accounting systems (e.g., SunGard/FIS, SEI, or similar platforms) a plus.

• Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a deadline-driven environment.

• Excellent written and verbal communication skills with a professional, client-service orientation.

• Ability to handle confidential information with discretion and integrity.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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