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Trust Operations Jobs in California (NOW HIRING)

Westamerica Bank

Trust Operations Assistant

Sacramento, CA · On-site

$18 - $21.75/hr

Requirements Previous operational experience in a trust department where incumbent has an understanding of trust recording, documentation and accounting procedures. Incumbent must be PC literate and ...

Exchange Bank

Trust Securities Specialist

Santa Rosa, CA · On-site

$22 - $33/hr

... 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 ...

Everpure

Customer Trust Analyst

Santa Clara, CA

Proficiency with generative AI applications or workflow automation solutions to further optimize trust operations is highly desirable. * We are primarily an in-office environment and therefore, you ...

Pacific Rim Capital

Trust Accountant

Irvine, CA · On-site

This role plays a key part in Trust Operations, supporting cash application, reconciliation, investor reporting, and ongoing process improvements. This position offers continued learning ...

Pacific Rim Capital

Trust Accountant

Irvine, CA · On-site

$25 - $33/hr

This role plays a key part in Trust Operations, supporting cash application, reconciliation, investor reporting, and ongoing process improvements. This position offers continued learning ...

Pacific Rim Capital

Trust Accountant

Irvine, CA · On-site +1

$25 - $33/hr

This role plays a key part in Trust Operations, supporting cash application, reconciliation, investor reporting, and ongoing process improvements. This position offers continued learning ...

Pacific Rim Capital

Trust Accountant

Irvine, CA · On-site

$25 - $33/hr

This role plays a key part in Trust Operations, supporting cash application, reconciliation, investor reporting, and ongoing process improvements. This position offers continued learning ...

Everpure

Customer Trust Analyst

Santa Clara, CA · On-site

$126K - $189K/yr

Proficiency with generative AI applications or workflow automation solutions to further optimize trust operations is highly desirable. * We are primarily an in-office environment and therefore, you ...

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$5

$19

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How much do trust operations jobs pay per hour?

As of Jul 28, 2026, the average hourly pay for trust operations in California is $19.40, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $20.14 per hour, depending on experience, location, and employer.

What is the 3 month rule for jobs?

The 3 month rule in trust operations typically refers to a probationary period of three months during which an employee's performance and fit for the role are evaluated. This period allows employers to assess skills, compliance, and reliability before confirming permanent employment or benefits.

What are the typical daily responsibilities of someone working in Trust Operations?

Professionals in Trust Operations are responsible for processing transactions, reconciling trust accounts, maintaining accurate records, and ensuring compliance with regulatory standards. Daily tasks may include distributing income, preparing statements, liaising with custodians and beneficiaries, and resolving discrepancies in account activity. The work is detail-oriented and often involves collaboration with trust officers, investment managers, and legal teams to ensure client needs are met efficiently. This role is integral to the smooth functioning of trust administration and offers exposure to a variety of financial products and services.

What is the highest paid job in finance?

In finance, the highest paid roles are typically investment bankers, private equity executives, and hedge fund managers, especially those managing large assets or firms. These positions often require advanced degrees, strong analytical skills, and extensive experience, with compensation including high base salaries, bonuses, and profit sharing that can reach into the millions annually.

What are 5 careers in operations?

Careers in operations include roles such as Operations Manager, Supply Chain Analyst, Business Analyst, Process Improvement Specialist, and Logistics Coordinator. These positions involve managing workflows, optimizing processes, and ensuring efficient resource use within organizations, often requiring skills in project management and familiarity with operational tools. They are common across industries like manufacturing, retail, and finance.

What does a trust operations specialist do?

A trust operations specialist manages the day-to-day activities involved in administering trusts and fiduciary accounts, ensuring compliance with legal and regulatory requirements. They handle tasks such as processing transactions, maintaining records, and coordinating with clients and legal teams, often using specialized trust management software. Strong attention to detail and knowledge of trust laws are essential for this role.

What are the key skills and qualifications needed to thrive in the Trust Operations position, and why are they important?

To thrive in Trust Operations, you need a strong understanding of financial services, account administration, and compliance, typically supported by a degree in finance, accounting, or a related field. Familiarity with trust accounting software (such as SEI or SunGard), knowledge of regulatory requirements, and potentially certifications like the Certified Trust and Fiduciary Advisor (CTFA) are highly beneficial. Attention to detail, organizational skills, and the ability to communicate clearly with both internal teams and external clients are essential soft skills. These abilities ensure accurate transaction processing, regulatory compliance, and excellent client service in a complex financial environment.

What is a Trust Operations job?

A Trust Operations job involves managing the administrative and operational functions of trust accounts within a financial institution. This includes processing transactions, reconciling accounts, ensuring compliance with regulations, and overseeing record-keeping. Trust Operations professionals work closely with trust officers, custodians, and financial advisors to facilitate smooth trust management. Their role is critical in maintaining accuracy, security, and efficiency in handling client assets.

What are the most commonly searched types of Trust Operations jobs in California? The most popular types of Trust Operations jobs in California are:
What are popular job titles related to Trust Operations jobs in California? For Trust Operations jobs in California, the most frequently searched job titles are:
What job categories do people searching Trust Operations jobs in California look for? The top searched job categories for Trust Operations jobs in California are:
Trust Operations jobs near you
Infographic showing various Trust Operations job openings in California as of July 2026, with employment types broken down into 82% Full Time, 13% Part Time, 1% Temporary, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $40,356 per year, or $19.4 per hour.
Trust Operations Assistant

Trust Operations Assistant

Westamerica Bank

Sacramento, CA • On-site

$18 - $21.75/hr

Full-time

Posted 14 days ago

Westamerica Bank rating

7.6

Company rating: 7.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

97th of 170 rated banks

Job description

Description:

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

Under General Supervisorial Direction: Processes the daily accounting activities of the Trust Department.


Weekly Hours: 40


ESSENTIAL FUNCTIONS:

  • Processes all cash receipts and disbursements, and settlements with the back office provider. Prepares various month end reconciliations/certifications. Prepares and distributes various departmental reports and statements.
  • Processes all associated trust account transactions on the trust system, i.e., sets up, maintenance and closes accounts; receives new assets and instruments; transfers of securities; input of security purchase and sale orders.
  • Performs all accounting duties associated with the fee billing activities, i.e., generating and distributing monthly fee reports, process monthly fees (system & manual), monitoring outstanding fee issues, setting up and maintaining fee schedules.
  • Serves as the technical expert for trust accounting related questions. Serves as system administrator for all trust systems.
  • Maintains a working knowledge of all laws and regulations affecting designated areas of responsibility. Ensures all departmental accounting activities are in compliance with established policies & procedures and regulatory & fiduciary standards. Prepares regulatory reports. Completes assigned compliance training courses, BCG, and Bank regulating agencies’ training affecting designated areas of responsibility.
  • Performs other job related duties and participates in special projects as requested.
Requirements:

Previous operational experience in a trust department where incumbent has an understanding of trust recording, documentation and accounting procedures. Incumbent must be PC literate and have operational knowledge of a trust accounting software, SEI Trust system experience highly desired. College level course work in finance, accounting, or trust operations desired. Incumbent must possess excellent analytical, organizational, intermediate mathematical, interpersonal and communication skills.

PHYSICAL DEMANDS:

Work extensively with multiple reports. Uses a PC to input and retrieve data.

MENTAL DEMANDS:

  • Prioritize multiple demands with conflicting deadlines to ensure all requested transactions are completed within established time frames.
  • Read, report, identify discrepancy and determine where to research.
  • Successfully implement new procedures to safeguard trust accounts and ensure compliance with various state, federal and institutional regulations.
  • Apply intermediate mathematical formulas to determine if system and manually generated fees are correct.

EQUIPMENT USED TO PERFORM FUNCTIONS:

PC, Fax, Telephone, 10-key, Copier

DECISION MAKING:

  • Identify the most expedient means to resolve discrepancies when reconciling system generated accounting reports.
  • Implement new procedures to bring operational activities into compliance with federal, state and institutional requirements.
  • Evaluate and prioritize workflow to ensure timely processing of trust transactions.

EOE

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