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Trust Operations Specialist Jobs (NOW HIRING)

Stifel

Trust Operations Associate

Greenville, DE · On-site

The Trust Operations Associate will process a wide variety of transactions. The Associate must be ... specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

... specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how ... Stifel's bank and trust companies are equal opportunity employers. All candidates will be ...

New Direction IRA Inc.

Trust Specialist

Louisville, CO · On-site

$25 - $30/hr

Trust Specialist Location: Louisville, CO (Hybrid) Compensation: $25-$30 per hour Employment Type ... What You'll DoTrust Operations & Compliance * Review and process asset value, share amount, and ...

New Direction IRA Inc.

Trust Specialist

Louisville, CO · On-site

$25 - $30/hr

Trust Specialist Location: Louisville, CO (Hybrid) Compensation: $25-$30 per hour Employment Type ... What You'll DoTrust Operations & Compliance * Review and process asset value, share amount, and ...

TricorBraun

Operations Specialist

Portland, OR · Hybrid

Operations Specialist Do you enjoy solving complex inventory challenges, partnering with customers ... In this role, you'll serve as a trusted operational partner, coordinating inventory management ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

... specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how ... Stifel's bank and trust companies are equal opportunity employers. All candidates will be ...

TricorBraun Inc

Operations Specialist

Portland, ME · On-site

$60 - $80/hr

Operations Specialist Do you enjoy solving complex inventory challenges, partnering with customers ... In this role, you'll serve as a trusted operational partner, coordinating inventory management ...

GreenWay Bank

Bank Operations Specialist

Fort Wayne, IN · On-site

$21 - $23/hr

This position serves as the trusted operational resource for branches and departments across the ... The Bank Operations Specialist performs a broad range of operational responsibilities, including ...

GreenWay Bank

Bank Operations Specialist

Fort Wayne, IN · On-site

$52 - $74/hr

This position serves as the trusted operational resource for branches and departments across the ... The Bank Operations Specialist performs a broad range of operational responsibilities, including ...

GreenWay Bank

Bank Operations Specialist

Fort Wayne, IN · On-site

$21 - $23/hr

This position serves as the trusted operational resource for branches and departments across the ... The Bank Operations Specialist performs a broad range of operational responsibilities, including ...

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Trust Operations Specialist information

See salary details

$30.5K

$68.4K

$111K

How much do trust operations specialist jobs pay per year?

As of Sep 6, 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:

Who are the top companies hiring for Trust Operations Specialist jobs?

The top employers for Trust Operations Specialist jobs are:

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 84% Full Time, 13% Part Time, 1% Temporary, 1% Contract, and 1% Nights. 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 Associate

Stifel

Greenville, DE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.


The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues.


  • Coordinate and track corporate action elections.
  • Monitoring DDA account for incoming and outgoing activity.
  • Complete Daily Bank Deposit/Sweep reconciliation and wire processing.
  • Ensure transactions are processed adequately according to policies and procedures.
  • Process a variety of cash transactions, including receipts and disbursements.
  • Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls. Interact with outsourcing partners to follow up on requests and resolve any issues.
  • Distribute daily reports.
  • Set up and maintain financial advisor access to the online system.
  • Scan, image, and index documents into document retention software.
  • Additional duties and special projects as assigned.

  • Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel. The ability to create and maintain spreadsheets is required.
  • Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information.
  • Managing one's own time and priorities to ensure the meeting of deadlines.
  • Skilled at finding and using traditional and creative methods of solving the problem.

  • Minimum Required: High School Diploma or equivalent work experience.
  • Minimum Required: 1+ years of related experience in financial services.

  • Minimum Required: None.

  • Proficient in Microsoft Excel, Word, and Outlook.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer. 

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