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Trust Operations Jobs in California (NOW HIRING)

Fifth Third Bank

Trust Officer

Costa Mesa, CA · On-site

The Trust Officer provides wealth management guidance on standard planning matters, ensures ... Participates in initiatives to improve operational efficiency and enhance service delivery to ...

Fifth Third

Trust Officer

Costa Mesa, CA

The Trust Officer provides wealth management guidance on standard planning matters, ensures ... Participates in initiatives to improve operational efficiency and enhance service delivery to ...

Fifth Third

Trust Officer

Newport Beach, CA

The Trust Officer provides wealth management guidance on standard planning matters, ensures ... Participates in initiatives to improve operational efficiency and enhance service delivery to ...

Fifth Third

Trust Officer

Los Angeles, CA

The Trust Officer provides wealth management guidance on standard planning matters, ensures ... Participates in initiatives to improve operational efficiency and enhance service delivery to ...

Maven Recruiting Group

Operations

San Diego, CA

$140K - $175K/yr

Serve as a trusted operational partner to leadership. The Ideal Candidate Experience building operations within a startup or high-growth company. Strong cross-functional partnership experience.

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How much do trust operations jobs pay per hour?

As of Aug 17, 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 a trust operations?

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 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 are the key skills and qualifications needed to thrive in trust operations, 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 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 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 August 2026, with employment types broken down into 84% Full Time, 12% Part Time, 2% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $40,356 per year, or $19.4 per hour.

Senior Relationship Manager, Trust Counsel (Hybrid)

First American

Santa Ana, CA • On-site

$148K - $198K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Who We AreJoin a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.What We DoThe Senior Relationship Manager, Trust Counsel is responsible for managing client relationships while providing legal guidance related to trust services. This role serves as a key point of contact for clients, ensuring high-quality service, regulatory compliance, and alignment with organizational policies. The position combines relationship management with legal expertise to support trust operations and client needs.

What You'll Do:

  • Build and maintain strong relationships with firm clients and internal stakeholders
  • Provide legal advice and guidance on trust-related matters, including compliance and risk management
  • Review, draft, and interpret trust documents, agreements, and related legal materials
  • Partner with business units to ensure trust services are delivered in accordance with legal and regulatory requirements
  • Identify and mitigate legal risks associated with trust activities
  • Support client onboarding, account maintenance, and issue resolution
  • Stay current on applicable laws, regulations, and industry trends impacting trust services
  • Monitors account activity ensuring compliance with established company policies and procedures, rules and regulations, including completion of annual Reg. 9 reviews.
  • Foster strong relationships with clients, acting as a trusted advisor and addressing their financial concerns with professionalism and expertise
  • Keep accurate records of client interactions and transactions, ensuring data integrity and confidentiality

What You'll Bring:

  • Juris Doctor (JD) degree from an accredited law school
  • Active license to practice law in at least one U.S. jurisdiction
  • 5-12+ years of experience in trust law, estate planning, estate settlement, trust administration, or related legal field
  • Experience in client relationship management preferred
  • Strong understanding of fiduciary responsibilities and trust administration
  • Excellent communication, analytical, and problem-solving skills
  • Ability to balance legal risk with business objectives
  • Strong interpersonal and relationship-building skills
  • High attention to detail and organizational abilities
  • Collaborative mindset with the ability to work cross-functionally
Pay Range: $148,600.00 - $198,200.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We OfferBy choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

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