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Trust Operations Manager Jobs (NOW HIRING)

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 ...

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 ...

Strong operational, organizational, and time management skills, with the ability to manage multiple ... trust & respect, stewardship & accountability and professional satisfaction. As a result, we offer ...

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 ...

WHG) is a boutique asset management firm that offers a diverse array of actively-managed and ... ABOUT THE ROLE The Trust Operations Analyst is responsible for assisting in the day-to-day ...

The Trust Operations Associate will process a wide variety of transactions. The Associate must be ... Managing one's own time and priorities to ensure the meeting of deadlines. * Skilled at finding and ...

Drafts letters and correspondence to client for Relationship Manager's review. * Prepares ... Trust, securities, or bank operations experience * American Bankers Association courses or other ...

What You'll Be Doing The Trust Operations Associate will process a wide variety of transactions ... Managing one's own time and priorities to ensure the meeting of deadlines. * Skilled at finding and ...

Settling cash management transactions and securities transactions and placing resulting trades with ... of Trust, securities, or bank operations experience strongly preferred. * American Bankers ...

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Trust Operations Manager information

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$31K

$63.5K

$118.5K

How much do trust operations manager jobs pay per year?

As of Jun 6, 2026, the average yearly pay for trust operations manager in the United States is $63,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,500.00 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.

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.

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.

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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:

Assistant Vice President- Trust Operations

Enterprise Bank and Trust

Clayton, MO • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve.

We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there's no stopping you! Job Title: AVP, Trust Operations Job Description: Summary: Primary function of this position is to process fee income, prepare various management reports and tax reporting for all clients. Analyzes, interprets and processes a wide variety of transactions and be aware of their impact to financial statements and other customer reporting.

Essential Duties and Responsibilities: Sets up and maintains fee schedules. Processes department fee income and prepare various management reports. Handles client fee billing and invoices.

Prepares quarterly SEC reporting of RC-T,13F and 13G. Monthly reconciliation of all house accounts and preparation of securities reports for management. Manages tax reporting of 1099 DIOB, Misc Income, 5498's, MLPs and K-1s.

Daily processing of all miscellaneous income, fee checks, coding issues and other system adjustments/issues. Maintain Security vault and performs annual audit Backup to all jobs on trust operations team Maintain and process operating loss Responsible for Annual Unclaimed Property Escheatment Performs other duties as required. Qualifications: Team-oriented, possess a positive attitude and work well with others Excellent interpersonal and customer service skills Good analytical and problem solving skills, including attention to detail Demonstrate a willingness to learn and apply new concepts, accept change and grow within the position Strong judgement, ethics, and decision making skills Ability to prioritize; handle multiple tasks; and work independently Strong organizational skills and detail-oriented with high degree of accuracy Strong written and oral communication skills Strong math and problem solving skills Must maintain confidentiality of client transactions and financial records Good phone voice with professional and well-groomed appearance Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier Thorough knowledge of trust procedures, bank operations, products and services offered at the bank Supervisory Responsibilities: None Education and/or Experience: Bachelor's Degree and minimum of 3 years of Trust Operations experience in a financial services environment Computer and Software Skills: Skilled in operation of a personal computer, including Microsoft Office Salesforce SEI Google Certificates, Licenses and Registrations: None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs.

If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE .aa415a4b-8b21-40fc-a65c-70d2b25ca29a