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Trust Operations Jobs in Florida (NOW HIRING)

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 ...

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 ...

Operations Driver Operations Drivers for the safe operations of various vehicles on Islands which include the use of Forklifts, Tractors pulling provision carts, Utility vehicles and Guest Tram ...

Trust Administrators provide administrative and operational support to assigned Trust Advisor/ Relationship Manager (s) by delivering excellent customer service while contributing to the overall ...

Trust Administrators provide administrative and operational support to assigned Trust Advisor/ Relationship Manager (s) by delivering excellent customer service while contributing to the overall ...

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Trust Operations information

See Florida salary details

$3

$14

$25

How much do trust operations jobs pay per hour?

As of Aug 12, 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 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 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 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 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 most commonly searched types of Trust Operations jobs in Florida? The most popular types of 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:
Infographic showing various Trust Operations job openings in Florida as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 98% In-person, and 2% Hybrid job distribution, with an average salary of $30,558 per year, or $14.7 per hour.

Trust Operations Representative

Raymond James Financial, Inc.

Saint Petersburg, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago


Job description

Job Description Summary
Under general supervision, uses skills obtained through experience and training to complete assigned job responsibilities and projects consistent with RJ Trust Operations department policy and procedures. Projects and duties will vary widely based on department needs and priorities. c units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.
Job Description
Essential Duties and Responsibilities:
  • Performs a variety of transactions on Trust accounts including account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, fees, dividends and daily department balancing.
  • Researches and provides resolution on advanced and more complex business issues
  • Serves as a back-up in cross-functional responsibilities during absences.
  • Identifies and helps to resolve systemic and operational issues.
  • Assists in special projects.
  • Maintains a variety of data files and records.
  • Monitors and processes transaction requests as well as incoming documents.
  • Provides training to other team members.
  • Operates standard office equipment and uses required software applications.
  • Performs other duties and responsibilities as assigned.

Knowledge of:
  • Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations.
  • Operations and systems of assigned functional area.
  • Process flows within specific assigned functional area.
  • Regulations for specific assigned functional area.

Skill in:
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Identifying and resolving operational issues while identifying opportunities for improvement.
  • Problem solving.

Ability to:
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Use sound judgment in prioritizing tasks and responsibilities.
  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
  • Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
  • Partner with other functional areas to accomplish objectives.
  • Analyzing data to identify discrepancies.
  • Work independently and collaboratively within a team environment, establishing and maintaining effective working relationships.

Education
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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