Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT). The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee ...
Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT). The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee ...
Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs ... Primary Responsibilities of Trust Operations Associate The Trust Operations Associate supports the ...
Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs ... Primary Responsibilities of Trust Operations Associate The Trust Operations Associate supports the ...
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Trust Operations Associate Muscatine, IA Description * Responsible for securities processing ... Excellent organizational and time management skills. * Ability to work with limited supervision ...
Quick apply
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Trust Operations Associate Muscatine, IA Description * Responsible for securities processing ... Excellent organizational and time management skills. * Ability to work with limited supervision ...
Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT). The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee ...
Quick apply
Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT). The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee ...
Trust Operations Specialist
Overland Park, KS · On-site
$25 - $27/hr
This position is an excellent opportunity for individuals looking to expand their career within trust, wealth management, or financial services operations. KEY RESPONSIBILITIES: * Support the ...
Quick apply
Trust Operations Specialist
Overland Park, KS · On-site
$25 - $27/hr
This position is an excellent opportunity for individuals looking to expand their career within trust, wealth management, or financial services operations. KEY RESPONSIBILITIES: * Support the ...
TRUST OPERATIONS SPECIALIST The Trust Operations Specialist plays a key role in supporting the ... WHAT YOU'LL DO Fee Management & Billing * Verify, calculate, and collect trust and court-related ...
TRUST OPERATIONS SPECIALIST The Trust Operations Specialist plays a key role in supporting the ... WHAT YOU'LL DO Fee Management & Billing * Verify, calculate, and collect trust and court-related ...
... Trust Operations department policy and procedures. Projects and duties will vary widely based on ... Organize, manage, and track multiple detailed tasks and assignments with frequently changing ...
... Trust Operations department policy and procedures. Projects and duties will vary widely based on ... Organize, manage, and track multiple detailed tasks and assignments with frequently changing ...
Trust Operations Specialist I
Medford, OR · On-site
$19.34 - $26.60/hr
Trust Operations personnel work with various trust staff in the management of accounts. The main job duties of the Trust Operations Specialist I involve posting and reviewing transactions on the ...
Quick apply
Trust Operations Specialist I
Medford, OR · On-site
$19.34 - $26.60/hr
Trust Operations personnel work with various trust staff in the management of accounts. The main job duties of the Trust Operations Specialist I involve posting and reviewing transactions on the ...
TRUST OPERATIONS SPECIALIST The Trust Operations Specialist plays a key role in supporting the ... WHAT YOU'LL DO Fee Management & Billing * Verify, calculate, and collect trust and court-related ...
TRUST OPERATIONS SPECIALIST The Trust Operations Specialist plays a key role in supporting the ... WHAT YOU'LL DO Fee Management & Billing * Verify, calculate, and collect trust and court-related ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Description Trust Operations Associate Muscatine, IA Description * Responsible for securities ... Excellent organizational and time management skills. * Ability to work with limited supervision ...
Trust Operations Associate
Muscatine, IA · On-site
$20 - $23/hr
Description Trust Operations Associate Muscatine, IA Description * Responsible for securities ... Excellent organizational and time management skills. * Ability to work with limited supervision ...
Wealth Operations Team Leader Position Overview: This position is primarily responsible for ... The ideal candidate has 1-3 years of Retail Banking or Trust/Wealth Management experience ...
Wealth Operations Team Leader Position Overview: This position is primarily responsible for ... The ideal candidate has 1-3 years of Retail Banking or Trust/Wealth Management experience ...
Trust Operations Specialist
Overland Park, KS · On-site
$25 - $27/hr
This position is an excellent opportunity for individuals looking to expand their career within trust, wealth management, or financial services operations. KEY RESPONSIBILITIES: * Support the ...
Quick apply
Trust Operations Specialist
Overland Park, KS · On-site
$25 - $27/hr
This position is an excellent opportunity for individuals looking to expand their career within trust, wealth management, or financial services operations. KEY RESPONSIBILITIES: * Support the ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Analyst
Milwaukee, WI · On-site
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Analyst
Milwaukee, WI · On-site
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Wealth Operations Team Leader Position Overview: This position is primarily responsible for ... The ideal candidate has 1-3 years of Retail Banking or Trust/Wealth Management experience ...
Wealth Operations Team Leader Position Overview: This position is primarily responsible for ... The ideal candidate has 1-3 years of Retail Banking or Trust/Wealth Management experience ...
Trust Operations Coordinator
Richmond, VA · On-site
Ability to learn trust accounting and trust management software. * Knowledge of fiduciary accounts, trust operations, estate administration, and/or investment services. * Strong organizational skills ...
Trust Operations Coordinator
Richmond, VA · On-site
Ability to learn trust accounting and trust management software. * Knowledge of fiduciary accounts, trust operations, estate administration, and/or investment services. * Strong organizational skills ...
Trust Operations & Consent Manager
Charlotte, NC · On-site
$51.05 - $76.60/hr
Experience Required: * 8+ years of experience in trust operations, consent management, privacy operations, marketing technology, or data governance. * Demonstrated experience owning and leading ...
Trust Operations & Consent Manager
Charlotte, NC · On-site
$51.05 - $76.60/hr
Experience Required: * 8+ years of experience in trust operations, consent management, privacy operations, marketing technology, or data governance. * Demonstrated experience owning and leading ...
Trust Operations Coordinator
Mclean, VA · On-site
Ability to learn trust accounting and trust management software. * Knowledge of fiduciary accounts, trust operations, estate administration, and/or investment services. * Strong organizational skills ...
Trust Operations Coordinator
Mclean, VA · On-site
Ability to learn trust accounting and trust management software. * Knowledge of fiduciary accounts, trust operations, estate administration, and/or investment services. * Strong organizational skills ...
$51.05 - $76.60/hr
Experience Required: * 8+ years of experience in trust operations, consent management, privacy operations, marketing technology, or data governance. * Demonstrated experience owning and ...
$51.05 - $76.60/hr
Experience Required: * 8+ years of experience in trust operations, consent management, privacy operations, marketing technology, or data governance. * Demonstrated experience owning and ...
Trust Operations Manager information
See salary details
$31K - $39K
20% of jobs
$40.9K is the 25th percentile. Wages below this are outliers.
$39K - $46.9K
20% of jobs
The median wage is $52.7K / yr.
$46.9K - $54.9K
14% of jobs
$54.9K - $62.8K
9% of jobs
$62.8K - $70.8K
11% of jobs
$72.4K is the 75th percentile. Wages above this are outliers.
$70.8K - $78.7K
6% of jobs
$78.7K - $86.7K
6% of jobs
$86.7K - $94.6K
4% of jobs
$94.6K - $102.6K
3% of jobs
$102.6K - $110.5K
2% of jobs
$110.5K - $118.5K
4% of jobs
$31K
$63.5K
$118.5K
How much do trust operations manager jobs pay per year?
What is a trust operations manager?
How does a trust operations manager typically collaborate with other departments within a financial institution?
What are the key skills and qualifications needed to thrive as a trust operations manager, and why are they important?
What is the difference between Trust Operations Manager vs Trust Officer?
| Aspect | Trust Operations Manager | Trust Officer |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, accounting, or related field; certifications like CPA or CFA are common | Often holds similar degrees; certifications like CPA, CFA, or trust-specific credentials are advantageous |
| Work Environment | Manages operational processes within trust departments, overseeing compliance and efficiency | Handles client relationships, manages trust accounts, and ensures fiduciary duties are met |
| Employer & Industry Usage | Found in banks, trust companies, and financial institutions | Commonly 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 cities are hiring for Trust Operations Manager jobs?
Cities with the most Trust Operations Manager job openings:
What are the most commonly searched types of Trust Operations jobs?
The most popular types of Trust Operations jobs are:
What states have the most Trust Operations Manager jobs?
States with the most job openings for Trust Operations Manager jobs include:
What job categories do people searching Trust Operations Manager jobs look for?
The top searched job categories for Trust Operations Manager jobs are:

Mercer Advisors rating
8.9
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Job Summary:
Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT). The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee business partner to ensure multi-transactional and money movement requests are completed in an accurate and timely manner. Responsibilities include processing and monitoring WMTs related requests and research for internal and external clients, accurately setting up and processing receipts and disbursements, requesting new unique asset paperwork and maintaining pricing, preparing operational reports and performing quality control reviews and reconciliations.
The Trust Operations Coordinator will provide internal and administrative support for the Trust Operations team. This role requires flexibility, excellent verbal and written communication skills, attention to detail and a willingness to help the team succeed. They will investigate and resolve questions regarding all aspects related to daily operational responsibilities.
Essential Job Functions for the Trust Coordinator will include:
- Assisting with leading administrative tasks related to Trust Services including maintaining client documents and assisting staff with workflow.
- Working closely with leadership to ensure timely correspondence with internal teams and clients.
- Liaison between the WMT and any Corporate Trustee business partner by providing advanced knowledge of best practice operations.
- Working collaboratively to document key processes.
- Assisting with client tax reporting working with Corporate Trustee tax reporting vendor with coordinating tracking and delivery of all tax documents
- Serving as quality control point to ensure that all calls, transactions, maintenance changes, policy and procedures for customer requests have been adhered to in accordance with compliance requirements and Trust Operations Internal Guidelines
- Reviewing and maintaining unique asset pricing.
- Establishing and maintaining internal procedures and service standards related to Trust Operations identifying and implementing the most efficient workflow
- Cross training to serve as back-up to other team members
- Other duties as assigned by management
Required Knowledge, Skills & Abilities:
- High school diploma required; bachelor's degree preferred
- Executive support or administrative experience a plus
- Experience or willingness to work with dynamic professionals
- Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
- Outstanding communication and organizational skills
- Proficiency with MS Word, Excel, PowerPoint and Outlook
- Excellent customer service skills
- Ability to maintain confidentiality with all matters
- Have a "can-do" positive attitude and enjoy being part of a team
- Ability to prioritize and multi-task in a busy environment
- Eager to become an expert in the position
Work Schedule: Monday through Friday, 8:00AM - 5:00PM.
Working Conditions: Professional hybrid office environment, daytime hours, working inside, standing, and sitting, no heavy lifting over 10 lbs.
#LI-Hybrid
About Mercer Advisors
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Denver, CO, US
Year founded
1985