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Trust Operations Manager Jobs in California (NOW HIRING)

Exchange Bank

Trust Securities Specialist

Santa Rosa, CA · On-site

$22 - $33/hr

Essential Functions Account Maintenance: 50% • Manage daily cash flow, request securities trades ... Comprehensive understanding of trust operating system and operational processes utilized by ...

ServiceMaster

Operations Manager

Irvine, CA · On-site

$60K - $75K/yr

Ultimately, we'll trust you to help us remain compliant, efficient and profitable during business. The Operations Manager leads and motivates the operations team, finding ways to increase quality of ...

PDS Health

Operations Manager

Corona, CA · On-site

$27.75/hr

The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills and ... Influencer (active listener/observer of behavior; builds trust with those requiring coaching ...

PDS Health

Operations Manager

Palm Desert, CA · On-site

Overview The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills ... Influencer (active listener/observer of behavior; builds trust with those requiring coaching ...

PDS Health

Operations Manager

Laguna Hills, CA · On-site

Overview The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills ... Influencer (active listener/observer of behavior; builds trust with those requiring coaching ...

PDS Health

Operations Manager

Laguna Hills, CA · On-site

$27.75/hr

The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills and ... Influencer (active listener/observer of behavior; builds trust with those requiring coaching ...

PDS Health

Operations Manager

San Diego, CA · On-site

$27.75/hr

The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills and ... Influencer (active listener/observer of behavior; builds trust with those requiring coaching ...

PDS Health

Operations Manager

West Sacramento, CA · On-site

$31.75/hr

The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills and ... Influencer (active listener/observer of behavior; builds trust with those requiring coaching ...

PDS Health

Operations Manager

Corona, CA · On-site

Overview The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills ... Influencer (active listener/observer of behavior; builds trust with those requiring coaching ...

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All JobsTrust Operations JobsTrust Operations Manager JobsTrust Operations Manager Jobs in California

Trust Operations Manager information

See California salary details

$30.6K

$62.6K

$116.9K

How much do trust operations manager jobs pay per year?

As of Jul 28, 2026, the average yearly pay for trust operations manager in California is $62,625.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $76,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Trust Operations Manager, and why are they important?

To thrive as a Trust Operations Manager, you need expertise in trust administration, financial operations, and regulatory compliance, usually supported by a bachelor’s degree in finance or a related field. Familiarity with trust accounting software, portfolio management systems, and industry certifications such as the Certified Trust and Fiduciary Advisor (CTFA) are highly valued. Exceptional attention to detail, leadership, and strong interpersonal skills help in managing teams and maintaining client relationships. These skills are vital to ensure accurate trust management, mitigate risk, and deliver reliable service in a highly regulated environment.

Is operations a high paying job?

Trust Operations Managers typically earn salaries above the median for managerial roles, with compensation varying based on industry, experience, and location. They often receive additional benefits such as bonuses and stock options, reflecting the importance of their role in organizational compliance and risk management.

How much does an operations specialist get paid?

The salary for an operations specialist typically ranges from $50,000 to $70,000 annually, depending on experience, location, and industry. In roles related to trust operations, managers often earn higher salaries, with median pay around $80,000 to $100,000, reflecting increased responsibilities and required skills such as compliance and risk management.

How does a Trust Operations Manager typically collaborate with other departments within a financial institution?

A Trust Operations Manager regularly collaborates with departments such as compliance, IT, legal, and client services to ensure seamless processing and administration of trust accounts. They often coordinate with compliance teams to ensure adherence to regulatory requirements, work with IT to optimize trust accounting systems, and support client services in resolving account-related issues. This cross-departmental collaboration is essential for maintaining accuracy, efficiency, and regulatory compliance in trust operations.

How much does an assistant trust officer make?

An assistant trust officer typically earns between $50,000 and $80,000 annually, depending on experience, location, and the size of the financial institution. They assist trust officers in managing client portfolios, estate planning, and compliance tasks, often requiring knowledge of trust laws and financial regulations.

What are Trust Operations Managers?

Trust Operations Managers are professionals responsible for overseeing the administrative and operational functions of trust departments in financial institutions or trust companies. Their duties include managing trust accounts, ensuring compliance with regulations, supervising staff, and coordinating with other departments to provide seamless client service. They play a key role in safeguarding client assets, processing transactions, and maintaining accurate records. Trust Operations Managers must have strong knowledge of trust and estate laws, financial regulations, and operational best practices to ensure the efficient and secure management of trust operations.

What is the difference between Trust Operations Manager vs Trust Officer?

AspectTrust Operations ManagerTrust Officer
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like CPA or CFA are commonOften holds similar degrees; certifications like CPA, CFA, or trust-specific credentials are advantageous
Work EnvironmentManages operational processes within trust departments, overseeing compliance and efficiencyHandles client relationships, manages trust accounts, and ensures fiduciary duties are met
Employer & Industry UsageFound in banks, trust companies, and financial institutionsCommonly employed by banks, trust companies, and wealth management firms

While both roles operate within trust services, the Trust Operations Manager focuses on managing operational processes and compliance, whereas the Trust Officer primarily manages client relationships and fiduciary responsibilities. Both roles require relevant financial credentials and are integral to trust department functions.

What does a trust operations manager do?

A trust operations manager oversees the administration and management of trust accounts, ensuring compliance with legal and regulatory requirements. They coordinate activities such as asset management, record keeping, and reporting, often using specialized software and working closely with legal and financial professionals. The role requires strong organizational skills and knowledge of trust laws and financial regulations.
What are popular job titles related to Trust Operations Manager jobs in California? For Trust Operations Manager jobs in California, the most frequently searched job titles are:
What job categories do people searching Trust Operations Manager jobs in California look for? The top searched job categories for Trust Operations Manager jobs in California are:
What cities in California are hiring for Trust Operations Manager jobs? Cities in California with the most Trust Operations Manager job openings:
Trust Operations Manager jobs near you
Infographic showing various Trust Operations Manager job openings in California as of July 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $62,625 per year, or $30.1 per hour.
Trust Securities Specialist

Trust Securities Specialist

Exchange Bank

Santa Rosa, CA

$22 - $33/hr

Full-time

Posted 7 days ago

Job description

Essential Functions

Account Maintenance: 50%

• Manage daily cash flow, request securities trades from Investments team and/or initiate money market and cash transfers to avoid overdrafts as needed
• Process daily mail and recommend action on items received to assigned Trust Officers.
• Perform system maintenance including account master and interested party updates as needed.
• Update pending disbursements and related records for invoices and distribution requests.
• Review prior day transactions for accuracy and advise Trust Officer of any discrepancies.
• Perform routine account file maintenance including imaging, paper filing, research and retrieval.
• Act as liaison between Trust Officers and Trust Operations on issues related to account maintenance and transactions.
• Direct calls and requests to appropriate Trust Officer.

Account Administration: 40%

• Perform research in response to customer inquiries, including drafting routine correspondence on behalf of Trust Officer.
• Prepare required backup documentation for annual account reviews and provide to Trust Officer.
• Set up various types of accounts, close accounts and perform related follow-up.
• Prepare required forms for reporting to Trust Operating Committee for account acceptance, opening, and closing as requested by Trust Officer.
• Process deposits and disbursements from accounts and track for timely receipt of required contributions.
• Request trade recommendations from Investments team on behalf of Trust Officer as necessary.
• Monitor completion of investment transactions for non-managed account transaction requests, including obtaining written confirmation of verbally directed trades.
• Provide responsive client service in support of Trust Officer, by handling incoming telephone calls and responding to client inquiries as needed.
• Perform research required for various Trust Operating Committee reports.

Non-Essential Functions: 10%

• Maintain orderly workflow in the absence of assigned Trust Officer.
• Perform special projects and research as assigned.
• Perform other duties as assigned

Minimum Qualifications:

  • Associate's degree in accounting, business administration, or related field and two years of experience in an administrative support role.; or an equivalent combination of education and experience.
  • Knowledge of modern office administration methods and practices.
  • Skill operating a personal computer including word processing, spreadsheet and presentation software
  • Basic mathematical calculation skills
  • Comprehensive understanding of trust operating system and operational processes utilized by Department. (Trust Specialist II)
  • Knowledge and understanding of general trust and/or Qualified Retirement Plan and IRA administration principles. (Trust Specialist II)
Physical Requirements: Ability to stand, bend, stoop, sit, walk, twist and turn. Ability to lift up to 15 pounds occasionally. Indoor office work environment with a majority of time sitting at a desk.

Compensation:

The hiring range for this position is to $22.00 to $33.00 per hour. The compensation offered will fall within this range, commensurate with the candidate's applicable experience, education and skills.

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