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 ...
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 ...
What You'll Be Doing 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 ...
What You'll Be Doing 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 ...
Trust Operations Associate
Greenville, DE · On-site
What You'll Be Doing 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 ...
Trust Operations Associate
Greenville, DE · On-site
What You'll Be Doing 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 ...
Corporate Trust Operations Specialist
Wilmington, DE · On-site
$24.87 - $41.45/hr
Overview: Provides operational, analytical and reporting support to Corporate Trust business partners, clients and bondholders. Primary Responsibilities: * Analyze and interpret Corporate Trust ...
Corporate Trust Operations Specialist
Wilmington, DE · On-site
$24.87 - $41.45/hr
Overview: Provides operational, analytical and reporting support to Corporate Trust business partners, clients and bondholders. Primary Responsibilities: * Analyze and interpret Corporate Trust ...
Corporate Trust Operations Specialist
$24.87 - $41.45/hr
Overview: Provides operational, analytical and reporting support to Corporate Trust business partners, clients and bondholders. Primary Responsibilities: * Analyze and interpret Corporate Trust ...
Corporate Trust Operations Specialist
$24.87 - $41.45/hr
Overview: Provides operational, analytical and reporting support to Corporate Trust business partners, clients and bondholders. Primary Responsibilities: * Analyze and interpret Corporate Trust ...
The Special Needs Trust (SNT) team is responsible for administering Special Needs Trusts, court ... Coordinate appropriate resources, as needed-- including the tax liaison team, operational support ...
The Special Needs Trust (SNT) team is responsible for administering Special Needs Trusts, court ... Coordinate appropriate resources, as needed-- including the tax liaison team, operational support ...
Trust Administrator
Wilmington, DE · On-site
Serves as the primary interface with trust accounting systems and operations, and implements internal policies and procedures effectively. Responsible and accountable for risk by openly exchanging ...
Trust Administrator
Wilmington, DE · On-site
Serves as the primary interface with trust accounting systems and operations, and implements internal policies and procedures effectively. Responsible and accountable for risk by openly exchanging ...
Trust Administrator
Wilmington, DE · On-site
Serves as the primary interface with trust accounting systems and operations, and implements internal policies and procedures effectively. Responsible and accountable for risk by openly exchanging ...
Trust Administrator
Wilmington, DE · On-site
Serves as the primary interface with trust accounting systems and operations, and implements internal policies and procedures effectively. Responsible and accountable for risk by openly exchanging ...
Trust Administrator II
Wilmington, DE · On-site
An intermediate-level professional responsible for providing administrative, operational, and data-entry support to a Trust Officer in alignment with trust business goals. This role requires moderate ...
Trust Administrator II
Wilmington, DE · On-site
An intermediate-level professional responsible for providing administrative, operational, and data-entry support to a Trust Officer in alignment with trust business goals. This role requires moderate ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel ...
Entry Level Securities Operations Specialist (Trust & Investment Services) - Hybrid
Wilmington, DE · Hybrid
$20.55 - $34.25/hr
... trust accounting systems, depositories (e.g., DTC, Fed), and general ledger workflows. * Intermediate Excel (e.g., pivot tables, lookups, reconciliation templates) and familiarity with operational ...
Entry Level Securities Operations Specialist (Trust & Investment Services) - Hybrid
Wilmington, DE · Hybrid
$20.55 - $34.25/hr
... trust accounting systems, depositories (e.g., DTC, Fed), and general ledger workflows. * Intermediate Excel (e.g., pivot tables, lookups, reconciliation templates) and familiarity with operational ...
Trust Administrator Senior
Wilmington, DE · On-site
An intermediate-level professional responsible for providing administrative, operational, and data-entry support to a Trust Officer in alignment with trust business goals. This role requires moderate ...
Trust Administrator Senior
Wilmington, DE · On-site
An intermediate-level professional responsible for providing administrative, operational, and data-entry support to a Trust Officer in alignment with trust business goals. This role requires moderate ...
Senior Trust Officer
Chicago, IL · On-site
$140K - $150K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant ... Hightower Trust Company provides fiduciary services and investment management oversight to help ...
Senior Trust Officer
Chicago, IL · On-site
$140K - $150K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant ... Hightower Trust Company provides fiduciary services and investment management oversight to help ...
Associate (SAPT)-Lane Bryant
Dover, DE · On-site
$15 - $20/hr
Shares and represents current products, fit and fashion trends with customers to appropriately wardrobe, inspire and build trust. Operations: * Supports areas of operational energy as needed. * Plans ...
Associate (SAPT)-Lane Bryant
Dover, DE · On-site
$15 - $20/hr
Shares and represents current products, fit and fashion trends with customers to appropriately wardrobe, inspire and build trust. Operations: * Supports areas of operational energy as needed. * Plans ...
Associate (SAPT)-Lane Bryant
Newark, DE · On-site
$14.75 - $19.50/hr
Shares and represents current products, fit and fashion trends with customers to appropriately wardrobe, inspire and build trust. Operations: * Supports areas of operational energy as needed. * Plans ...
Associate (SAPT)-Lane Bryant
Newark, DE · On-site
$14.75 - $19.50/hr
Shares and represents current products, fit and fashion trends with customers to appropriately wardrobe, inspire and build trust. Operations: * Supports areas of operational energy as needed. * Plans ...
Trust Operations information
See Delaware salary details
$5.29 - $7.87
0% of jobs
$7.87 - $10.45
0% of jobs
$10.45 - $13.04
0% of jobs
$15.35 is the 25th percentile. Wages below this are outliers.
$13.04 - $15.62
28% of jobs
The median wage is $17.67 / hr.
$15.62 - $18.20
28% of jobs
$20.21 is the 75th percentile. Wages above this are outliers.
$18.20 - $20.78
25% of jobs
$20.78 - $23.36
12% of jobs
$23.36 - $25.94
2% of jobs
$25.94 - $28.52
0% of jobs
$28.52 - $31.10
0% of jobs
$31.10 - $33.68
5% of jobs
$5
$19
$33
How much do trust operations jobs pay per hour?
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 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.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 20 days ago
Stifel rating
8.2
Based on 21 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.
About Stifel Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Saint Louis, MO, US
Year founded
2007