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Trust Operations Assistant Jobs in Ohio (NOW HIRING)

Johnson Investment Counsel

Trust Associate

Kenwood, OH · On-site

Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. Essential functions of position: * Assist Trust Officers with providing professional ...

Keystone

Part-time Driver/Operations

Versailles, OH · On-site

Include but are not limited to * Assist with outbound and inbound Agronomy products * Operate tender trucks to provide product to custom application equipment * Ensure safety compliance * Assist in ...

Redwood Living

Executive Assistant

Independence, OH · On-site

Family Trust Company Operations: Assist in proper documentation of fiduciary activities related to the Kimmelman family trusts including managing accounting and preparing financial statements.

Credence

Operations Analyst B-52 Div (WBD) - 1.3.18

Dayton, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Through partnership and trust, we increase mission success for war-fighters and secure our nation ... Update and train all division personnel on the usage of DTS. * Assist in maintaining and creating ...

Credence

Operations Analyst B-52 Div (WBD) - 1.3.18

Dayton, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Through partnership and trust, we increase mission success for war-fighters and secure our nation ... Update and train all division personnel on the usage of DTS. * Assist in maintaining and creating ...

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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 popular job titles related to Trust Operations Assistant jobs in Ohio?

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

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

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

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

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

Trust Operations Assistant jobs near you

Trust Associate

Johnson Investment Counsel

Kenwood, OH • On-site

Full-time

Posted 26 days ago

Job description

Job Title:
Trust Associate
Date:
June 2026
Department
Trust
Reports To:
Trust Officer
FLSA Classification:
Exempt
Summary / objective of position:
This position will support Trust Officers in administration of JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws. Assisting Trust Officers in managing JTC accounts in accordance with established policies and procedures. Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service.
Essential functions of position:
  • Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC’s fiduciary responsibilities.
  • Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate.
  • Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
  • Independently manage workflows using checklists and/or proven procedures.
  • Independently manage tasks such as ticklers, spreadsheet tracking, electronic file upkeep, etc.
  • Independently process financial transactions such as bill payment, check requests, ACH, internal transfers, and wire transfers.
  • Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
  • Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.
  • Gather and compile information from various sources to prepare reports.
  • Assist with a variety of trust-related projects.
Preferred education and experience:
  • BBA/BS degree, or 4+ years of relevant, equivalent work experience."
  • Bank or trust experience is not required. Attractive candidates will have experience and success in roles that require critical thinking skills, the ability to manage multiple tasks and responsibilities, and curiosity.
  • Understanding of the fiduciary responsibility to safeguard confidential financial and personal information with professional integrity.
  • Willingness and desire to learn and grow in role.
  • Independent/self-starter with the ability to prioritize a large workload for multiple Trust Officers.
  • Ability to own and manage multiple projects simultaneously and work independently.
  • Organized and detail oriented.
  • Possess excellent problem solving and follow up skills.
  • Computer proficient in Excel, Word, and Outlook.
  • Effective interpersonal and communication skills.
  • Highly relational and easy to work with.
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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