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Trust Operations Jobs in Florida (NOW HIRING)

TopDog Law

Trust Operations Coordinator

Jupiter, FL · On-site

$51K - $66K/yr

The Opportunity The Trust Operations Coordinator is the operational engine of the trust settlement function, ensuring every inbound settlement check is accurately captured, staged, and queued for ...

TopDog Law

Trust Accounting Specialist

Jupiter, FL · On-site

$85K - $104K/yr

Now we're applying that same discipline and innovation to firm operations, case management, and ... The Opportunity The Trust Accounting Specialist is responsible for validating, reconciling, and ...

Fifth Third

Trust Administrator

Palm Beach Gardens, FL · 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 ...

Advatix, Inc.

ESTATE AND TRUST PARALEGAL

Naples, FL · On-site

$70K - $93K/yr

ESTATE AND TRUST PARALEGAL Location : Naples, Florida (Onsite -- NO REMOTE -- NO HYBRID ... operations for speed, service, and cost of fulfillment and delivery of goods and services. We are ...

Cummins WorldWide

Trust Associate

Clearwater, FL · On-site

TRUST ASSOCIATE wanted -- Join Our Great Team in Clearwater, FL! Location: Clearwater, Florida ... Operations & Process Development * Monitor legislative and tax developments affecting estate ...

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How much do trust operations jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for trust operations in Florida is $14.69, according to ZipRecruiter salary data. Most workers in this role earn between $11.88 and $15.29 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 popular job titles related to Trust Operations jobs in Florida? For Trust Operations jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Trust Operations jobs in Florida look for? The top searched job categories for Trust Operations jobs in Florida are:
What cities in Florida are hiring for Trust Operations jobs? Cities in Florida with the most Trust Operations job openings:
Trust Operations jobs near you
Infographic showing various Trust Operations job openings in Florida as of July 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $30,558 per year, or $14.7 per hour.
Trust Operations Associate - Coral Gables Trust Company

Trust Operations Associate - Coral Gables Trust Company

Coral Gables Trust Company

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Operations Associate

The Trust Operations Associate supports the day-to-day administrative and operational functions of the trust department at Coral Gables Trust Company. This entry-level role is responsible for processing trust account transactions, maintaining accurate recordkeeping, and delivering exceptional service to clients, team members, and advisors. The Associate works under direct supervision and serves as a key contributor to the accuracy and efficiency of trust administration operations.

• Process routine trust account transactions including distributions, contributions, wire transfers, and bill payments in accordance with established procedures and applicable trust documents.

• Maintain and update trust account records in the trust accounting system, ensuring data integrity and completeness across all accounts.

• Prepare account statements, transaction confirmations, and reporting packages for internal stakeholders on a scheduled and ad hoc basis.

• Assist with the opening and closing of trust accounts, including the collection and verification of required documentation (e.g., trust agreements, tax identification forms, beneficial ownership certifications).

• Coordinate with internal and financial institutions to facilitate asset transfers, security settlements, and account re-registrations.

• Support the annual account review process by gathering account information, organizing documentation, and preparing review packages for trust officers.

• Ensure compliance with internal policies, regulatory requirements, and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) protocols in all account activities.

• Assist with tax preparation support, including the compilation of Schedule K-1 packages, 1099s, and other fiduciary tax documents in coordination with the tax team coordinating tax payment.

• Perform general administrative duties including document scanning, filing, correspondence preparation, and meeting coordination.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred; equivalent experience considered.

• 0–2 years of experience in trust operations, banking, financial services, or a related field.

• Basic understanding of trust and estate concepts, fiduciary principles, or financial services operations.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with trust accounting systems (e.g., SunGard/FIS, SEI, or similar platforms) a plus.

• Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a deadline-driven environment.

• Excellent written and verbal communication skills with a professional, client-service orientation.

• Ability to handle confidential information with discretion and integrity.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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