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Trust Operations Assistant Jobs in Virginia (NOW HIRING)

DUNCAN PARNELL INC

Operations Assistant

Ashland, VA · On-site

... trusted brands as Trimble, Wingtra, Seafloor, Seco, and Spectra Precision among others, Duncan ... Duncan-Parnell is looking for a Operations Assistant in our expanded Ashland, VA location. This is ...

Duncan Parnell

Operations Assistant

Ashland, VA · On-site

... trusted brands as Trimble, Wingtra, Seafloor, Seco, and Spectra Precision among others, Duncan ... Duncan-Parnell is looking for a Operations Assistant in our expanded Ashland, VA location. This is ...

Duncan-Parnell Inc

Operations Assistant

Ashland, VA · On-site

... trusted brands as Trimble, Wingtra, Seafloor, Seco, and Spectra Precision among others, Duncan ... Duncan-Parnell is looking for a Operations Assistant in our expanded Ashland, VA location. This is ...

RelaDyne LLC

Operations Assistant

VA · On-site

$20 - $22/hr

... a trusted partner for reliability services. We're more than just a distributor-we're a team ... We're looking for an Operations Assistant who enjoys keeping things organized, solving problems ...

RelaDyne

Operations Assistant

Chesapeake, VA

$20 - $22/hr

... a trusted partner for reliability services. We're more than just a distributor-we're a team ... We're looking for an Operations Assistant who enjoys keeping things organized, solving problems ...

Media Trust

Operational Support Analyst

Mclean, VA · Remote

... Media Trusts Client Operations Group, responsible for ensuring the accurate and timely ... * Assist in onboarding new clients by setting up scanning accounts and configuring delivery ...

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Trust Operations Assistant information

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$17

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How much do trust operations assistant jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for trust operations assistant in Virginia is $17.21, according to ZipRecruiter salary data. Most workers in this role earn between $14.95 and $18.70 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.
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Trust Operations Assistant jobs near you

Trust Operations Coordinator

New Horizon Bank

Richmond, VA • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

At New Horizon, we’re building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better — for our clients and for each other. This isn’t a place for red tape; it’s a place for builders. From product design to client experience to operations, we’re constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you’re energized by momentum, motivated by results, and excited to shape the future of banking, you’ll feel right at home here.


General Job Summary: The Trust Operations Coordinator provides administrative, operational, and client service support for the Bank's Trust Department. This position is responsible for ensuring the efficient administration of trust and fiduciary accounts by coordinating account documentation, maintaining accurate records, processing transactions, supporting regulatory compliance, and delivering exceptional service to clients, attorneys, accountants, and internal business partners.

As a key member of a growing Trust Department, this individual will assist in establishing operational processes and procedures while supporting the Bank's commitment to personalized relationship banking and fiduciary excellence.



Essential Duties and Responsibilities:

  • Provide administrative and operational support for trust, estate, agency, and custody accounts.
  • Assist with onboarding new trust relationships, including account setup, documentation review, and system maintenance.
  • Process account transactions, including deposits, distributions, transfers, fees, and account maintenance requests.
  • Prepare trust account documentation, correspondence, meeting materials, and client reports.
  • Maintain organized electronic and physical client files in accordance with regulatory and Bank record retention requirements.
  • Coordinate account reviews and assist with annual administrative reviews.
  • Work closely with Trust Officers to ensure timely completion of client requests and fiduciary activities.
  • Serve as a primary point of contact for routine client inquiries and provide exceptional customer service.
  • Coordinate with Operations, Deposit Services, Loan Operations, Compliance, Finance, and Investment partners to support trust account administration.
  • Monitor outstanding documentation and follow up with clients, legal representatives, and internal departments.
  • Assist with trust account billing and fee collection.
  • Perform other duties as assigned.



Required Knowledge, Skills, and Abilities:


  • Experience with InnoTrust software is strongly preferred.
  • Ability to learn trust accounting and trust management software.
  • Knowledge of fiduciary accounts, trust operations, estate administration, and/or investment services.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to prioritize multiple tasks while meeting deadlines.
  • Excellent written and verbal communication skills.
  • Strong customer service and relationship management abilities.
  • Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
  • High level of integrity, professionalism, and discretion.



Education and Experience:

  • Associate's degree preferred; equivalent banking experience considered.
  • Minimum of 2 years of banking, trust administration, wealth management, legal, or financial services experience preferred.
  • Experience working in a trust department, estate planning law firm, wealth management firm, or community bank.
  • Familiarity with trust accounting systems and fiduciary operations.
  • Knowledge of trust compliance, fiduciary regulations, and account documentation.


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