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Trust Operations Assistant Jobs (NOW HIRING)

Foley & Lardner LLP

Trust Operations Analyst

Milwaukee, WI · Hybrid

$52K - $73K/yr

The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Research discrepancies, investigate account issues, and assist in resolving operational problems ...

Foley & Lardner LLP

Trust Operations Analyst

Milwaukee, WI · Hybrid

$52K - $73K/yr

The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Research discrepancies, investigate account issues, and assist in resolving operational problems ...

Hightower

Trust Operations Specialist

Houston, TX · On-site

$70K/yr

Your Future Team Reporting to the Manager of Trust Operations for Hightower Trust Company, the ... Process maintenance and other account update requests across multiple different custodians * Assist ...

BGM

Trust Operations Associate

Sioux Falls, SD · On-site

... internal controls. * Assist with workflow documentation and standardization. * Coordinate ... Minimum of five years of operations experience within a wealth management, trust company ...

Fnbcorp

Trust Operations Specialist

Pittsburgh, PA

Provides daily support to Trust Operations personnel and Front Office Associates. Assist team members as needed with any Projects or Regulatory Exams. Provides reports and assists with any "one-off ...

Foley & Lardner LLP

Trust Operations Analyst

Milwaukee, WI · On-site

$52K - $73K/yr

The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Research discrepancies, investigate account issues, and assist in resolving operational problems ...

BGM Group

Trust Operations Associate

Sioux Falls, SD · On-site

... internal controls. * Assist with workflow documentation and standardization. * Coordinate ... Minimum of five years of operations experience within a wealth management, trust company ...

BGM Group

Trust Operations Associate

Sioux Falls, SD · On-site

... internal controls. * Assist with workflow documentation and standardization. * Coordinate ... Minimum of five years of operations experience within a wealth management, trust company ...

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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 the United States is $19.66, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $20.43 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
Infographic showing various Trust Operations Assistant job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $40,892 per year, or $19.7 per hour.

Trust Operations Specialist

Nicolet National Bank

Dubuque, IA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 170 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Trust Operations Specialist is responsible for demonstrating service excellence in accordance with Nicolet’s Vision and Values statement by consistently ensuring client standards are met or exceeded. Specifically responsible for processing transactions, in accordance with Department policies and procedures (including dual control), on Trust Accounting system, reconciling Trust-related accounts, and generating reports to assist in monitoring Trust business.
As a Trust Operations Specialist, you will:
  • Perform trust accounting functions including, but not limited to, balancing cash accounts; interest accruals; posting loan payments, reviewing, and posting cash receipts and disbursements; processing fees; daily net settlement with custodian; account transfers; generating, printing, and mailing checks.
  • Update account records. Prepare monthly reports and customized reports as necessary.
  • Help coordinate materials and prepare responses for examiners/auditors.
  • Help with the process of quarter-end and year-end reports including 1099s, 5498s, and other tax-related reporting.
  • Review operations and accounting procedures to increase effectiveness and efficiency.
  • Answer telephones to give support for online trust account access and provide back up to other trust personnel as needed to promote service excellence in Trust department.
  • Develop and maintain relationships with bank personnel, increasing understanding of trust services.
  • Participate in applicable department, division, and bank-wide meetings and assist with department projects and reporting as necessary.
  • Consult with and assist strategic partners on matters regarding existing or new accounts and clients.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • High School Diploma required.
  • Associate’s Degree or Bachelor’s Degree in Accounting/Finance or equivalent work experience preferred.
  • 1-3 years of administrative, operational, or related experience.
  • Trust Operations experience preferred but not required.
  • PC, phone system, general office equipment.
  • Proficiency with Microsoft Office applications.
  • Ability to maintain strict confidentiality.
  • Ability to effectively promote Nicolet as a bank of choice.
  • Strong organizational, multi-tasking and prioritizing skills.
  • Self-motivated and resourceful.

Benefits:

  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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