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Trust Operations Specialist Jobs (NOW HIRING)

Hightower

Trust Operations Specialist

Houston, TX · On-site

$70K/yr

The Trust Operations Specialist is an important role that directly controls the accurate and timely processing of transactions, which is key to ensuring that trust be successful in this position if ...

Fnbcorp

Trust Operations Specialist

Pittsburgh, PA · On-site

Trust Operations Specialist 1 Business Unit: WM - FNTC Reports To: Wealth Operations Team Leader Position Overview: This position is primarily responsible for performing various operational functions ...

Hancock Whitney Bank

Degree in Business, Finance, or Accounting preferred or equivalent amount of work experience * 5 years of Trust, securities, or bank operations experience * American Bankers Association courses or ...

Bank of Hawaii

Trust Operations Specialist II

Honolulu, HI · On-site

$20 - $29.21/hr

Independently handles all operational requirements of accounts. Completes various memos, reports ... Assists and trains Trust Officers and Trust Specialists to process various types of accounting and ...

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Trust Operations Specialist information

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$30.5K

$68.4K

$111K

How much do trust operations specialist jobs pay per year?

As of Aug 7, 2026, the average yearly pay for trust operations specialist in the United States is $68,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $81,500.00 per year, depending on experience, location, and employer.

What is a trust operations specialist?

A Trust Operations Specialist is a financial professional responsible for handling the administrative and operational tasks involved in managing trust accounts. They process transactions, maintain account records, ensure compliance with regulations, and support trust officers in delivering services to clients. Their work helps ensure the smooth functioning of trust departments within banks or financial institutions, focusing on accuracy, confidentiality, and regulatory adherence.

What are the key skills and qualifications needed to thrive as a trust operations specialist?

To thrive as a Trust Operations Specialist, you need a solid understanding of trust accounting, financial operations, and relevant regulations, often supported by a degree in finance or a related field. Familiarity with trust accounting software, financial reporting systems, and compliance tools is typically required. Strong attention to detail, analytical thinking, and effective communication are essential soft skills for this role. These skills ensure accurate processing, regulatory compliance, and seamless client service within fiduciary operations.

What are some common challenges faced by trust operations specialists and how can they be effectively managed?

Trust Operations Specialists often encounter challenges such as processing complex transactions accurately, staying updated with changing regulations, and managing large volumes of sensitive financial data. Addressing these challenges requires strong attention to detail, effective communication with trust officers and legal teams, and continuous learning to keep up with industry standards. Many firms provide ongoing training and utilize advanced trust accounting systems to help specialists streamline workflows and ensure compliance, making adaptability and a proactive approach valuable assets in this role.

What is the difference between Trust Operations Specialist vs Trust Analyst?

AspectTrust Operations SpecialistTrust Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusSimilar credentials; often holds degrees in finance, accounting, or business; certifications like CFA are common
Work EnvironmentWorks within trust departments, handling operational tasks, client onboarding, and complianceFocuses on analyzing trust portfolios, performance, and risk assessment
Employer & Industry UsageUsed by banks, trust companies, and financial institutionsCommon in investment firms, banks, and trust companies

The Trust Operations Specialist primarily manages the operational aspects of trust accounts, ensuring compliance and smooth processing. In contrast, the Trust Analyst focuses on analyzing trust portfolios and performance metrics. Both roles require similar credentials and are found in similar financial environments, but their core responsibilities differ in operational versus analytical focus.

More about Trust Operations Specialist jobs
What cities are hiring for Trust Operations Specialist jobs? Cities with the most Trust Operations Specialist job openings:
What states have the most Trust Operations Specialist jobs? States with the most job openings for Trust Operations Specialist jobs include:
What job categories do people searching Trust Operations Specialist jobs look for? The top searched job categories for Trust Operations Specialist jobs are:
Trust Operations Specialist jobs near you
Infographic showing various Trust Operations Specialist 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 $68,426 per year, or $32.9 per hour.

Trust Operations Specialist

Hightower

Houston, TX • On-site

$70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
Reporting to the Manager of Trust Operations for Hightower Trust Company, the Trust Operations team provides exceptional service to financial advisors and clients by accurately and efficiently opening and funding new accounts; processing money movement and other trust-related transactions; remediating errors; invoicing and collecting client fees; administering critical trust applications; and leading special projects to improve how the company operates. The team collaborates with many departments to ensure positive experiences for advisors and clients. The Trust Operations Specialist is an important role that directly controls the accurate and timely processing of transactions, which is key to ensuring that trust be successful in this position if you have a strong attention to detail, learn quickly in a fast-paced environment, manage time effectively, prioritize team versus individual success, strive to exceed expectations, and collaborate effectively with all levels of the organization.
What You'll Do
  • Oversee and process money and asset movements through our banking institutions, custodians, or other third-party providers (cashiering, asset transfers, vault assets)
  • Assist with the review and approval of transactions within appropriate limits and under dual control
  • Process account openings for multiple custodians including asset transfers (TOAs)
  • Review custodian alerts and process entitlement reports/requests
  • Process maintenance and other account update requests across multiple different custodians
  • Assist with internal house account and vault reconciliations
  • Monitor and respond to general Trust Ops team emails
  • Act as a point of contact for high-value clients, responding to inquiries, address concerns, and providing exceptional service to build and maintain strong client relationships
  • Process incoming and outgoing mail
  • Process check deposits and disbursements
  • General billing for trust accounts including invoices
  • Process Improvement
  • Identify areas for process optimization and efficiency enhancement within trust operations

What You'll Bring
  • Bachelor's degree or ability to demonstrate required skills and knowledge needed for this job.
  • 1+ years of financial services operations experience
  • Proficiency in Microsoft Office applications, particularly Excel
  • CTFA or CTOP is preferred
  • In-depth knowledge of trust administration, fiduciary services, asset management, and financial products
  • Strong understanding of regulatory frameworks and compliance requirements related to trust operations
  • Able to think critically to resolve complex, time-sensitive inquiries and data issues
  • Excellent time management skills
  • Strong attention to detail
  • Highly motivated self-starter
  • Able to work efficiently and effectively in a group setting

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • Mother's lounge onsite
  • Flexible PTO plan
  • In-office Monday through Thursday and work from home on Fridays
  • Free brand-new gym in the Chicago office
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • Base salary of $70,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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