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Trust Operations Assistant Jobs in Boca Raton, FL

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 ...

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 ...

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 ...

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Review and synthesize client profile data and assist in the design of client profiles and wealth ...

8x8

Regional Manager

Fort Lauderdale, FL · On-site

$74K - $100K/yr

The Regional Manager will serve as a trusted partner to both onsite teams and executive leadership ... cost-effective operations. * Assist with property transitions, lease-ups, renovations ...

New

8x8

Regional Manager

Fort Lauderdale, FL · On-site

$74K - $100K/yr

The Regional Manager will serve as a trusted partner to both onsite teams and executive leadership ... cost-effective operations. * Assist with property transitions, lease-ups, renovations ...

New

Related Group

Regional Manager

Weston, FL

$74K - $99K/yr

The Regional Manager will serve as a trusted partner to both onsite teams and executive leadership ... cost-effective operations. * Assist with property transitions, lease-ups, renovations ...

Related Group

Regional Manager

Weston, FL · On-site

$74K - $99K/yr

The Regional Manager will serve as a trusted partner to both onsite teams and executive leadership ... cost-effective operations. * Assist with property transitions, lease-ups, renovations ...

ATI

Operations Manager (AMP)

Margate, FL · On-site

Processed focus and results driven to increase trust and decrease risk. This position will report ... Ability to assist in employee selection, training, supervision, and evaluation * Serve as the ...

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Trust Operations Assistant information

See Boca Raton, FL salary details

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How much do trust operations assistant jobs pay per hour?

As of Sep 5, 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 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 Boca Raton, FL?

For Trust Operations Assistant jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Trust Operations Assistant jobs in Boca Raton, FL look for?

The top searched job categories for Trust Operations Assistant jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Trust Operations Assistant jobs?

Cities near Boca Raton, FL with the most Trust Operations Assistant job openings:

Trust Operations Assistant jobs near you
Infographic showing various Trust Operations Assistant job openings in Boca Raton, FL as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $38,805 per year, or $18.7 per hour.

Sr Personal Banker

Northern Trust

Palm Beach, FL • On-site

Full-time

Re-posted 27 days ago

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust


As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.


Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.


With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.


Major Duties :1. Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.2. Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to the processing of wires and fund transfers, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues. 3. Proactively communicates with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.4. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.5. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available. 6. Demonstrates expertise in the setting up all types of client accounts and services. Reviews documentation for completeness and follows through to avoid documentation deficiencies relating to deposit accounts. 7. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management. 8. Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing. 9. Keeps informed of all new products and services to respond to client questions and to assist in selling services which results in expanding the overall client relationship. 10. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.11. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. 12. Is called upon to share expertise in the deposit area of the bank and trains others as designated by the Team Leader/Manager.Knowledge :Knowledge of banking operations, products and services, acquired through related work experience is preferred. Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training. Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills.Experience :3-5 years of related experience.

Work Authorization


Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).


Working with Us


As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.


Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.


Reasonable Accommodation


Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.


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