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Trust Operations Assistant Jobs in Boca Raton, FL

PhotoDrone.com®

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operations manager

Fort Lauderdale, FL · On-site

$75K - $125K/yr

... trusted brands for professional drone photography. We are creating an AI-powered marketplace that ... Responsibilities * Assist in launching and managing daily operations. * Help develop and document ...

Northern Trust

Personal Banker

Boca Raton, FL · On-site

$18.25 - $22.25/hr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as ...

Northern Trust

Personal Banker

Boca Raton, FL · On-site

$18.25 - $22.25/hr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as ...

Petco

Sales Specialist

Wellington, FL · On-site

In this role, you go beyond day-to-day selling by serving as a mentor, role model, and trusted partner on the sales floor. You support store operations, assist leadership as needed, and help develop ...

Petco

Sales Specialist

Wellington, FL · On-site

In this role, you go beyond day-to-day selling by serving as a mentor, role model, and trusted partner on the sales floor. You support store operations, assist leadership as needed, and help develop ...

Synagro Technologies

Operations Manager

Belle Glade, FL · On-site

$80K - $85K/hr

Ability to assist EHS&T Manager with development and administration of training programs for staff ... Integrity and Trust: Admits mistakes and is seen as a direct, truthful individual. QUALIFICATIONS

Northern Trust

Sr Personal Banker

Palm Beach, FL · On-site

... Banking Operations policies and procedures as documented on the WM Intranet.5. Assist with ... Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no ...

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Trust Operations Assistant information

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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 Boca Raton, FL is $18.66, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $19.38 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 Associate - Coral Gables Trust Company

Coral Gables Trust Company

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 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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