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 ...
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 ...
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 ...
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 ...
Trust Operations Specialist III - Remote
Tampa, FL · On-site +1
$81K - $85K/yr
The Trust Operations Specialist III supports Wealth Management and Trust Operations as a senior operational resource and subject matter expert for assigned functions, including IRA management, trust ...
Trust Operations Specialist III - Remote
Tampa, FL · On-site +1
$81K - $85K/yr
The Trust Operations Specialist III supports Wealth Management and Trust Operations as a senior operational resource and subject matter expert for assigned functions, including IRA management, trust ...
Trust Operations Specialist III - Remote
Tampa, FL · Remote
$81K - $85K/yr
The Trust Operations Specialist III supports Wealth Management and Trust Operations as a senior operational resource and subject matter expert for assigned functions, including IRA management, trust ...
Trust Operations Specialist III - Remote
Tampa, FL · Remote
$81K - $85K/yr
The Trust Operations Specialist III supports Wealth Management and Trust Operations as a senior operational resource and subject matter expert for assigned functions, including IRA management, trust ...
Trust Operations Specialist III
Saint Petersburg, FL · On-site
$65 - $95/hr
Support payment operations by processing payment inquiries, amendments, voucher frequency changes, manually initiated payments, refunds, voucher deletions, and same-day wire requests. * Prepare ...
New
Trust Operations Specialist III
Saint Petersburg, FL · On-site
$65 - $95/hr
Support payment operations by processing payment inquiries, amendments, voucher frequency changes, manually initiated payments, refunds, voucher deletions, and same-day wire requests. * Prepare ...
New
Senior Trust Officer
Balm, FL · On-site
$130 - $155/hr
Partner closely with investment, operations, legal, and administrative teams to deliver seamless trust administration. * Coordinate with estate planning attorneys, CPAs, financial advisors, and other ...
Senior Trust Officer
Balm, FL · On-site
$130 - $155/hr
Partner closely with investment, operations, legal, and administrative teams to deliver seamless trust administration. * Coordinate with estate planning attorneys, CPAs, financial advisors, and other ...
Trust Accounting Specialist
Jupiter, FL · On-site
$70K - $90K/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 ...
Trust Accounting Specialist
Jupiter, FL · On-site
$70K - $90K/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 ...
Chief Trust Officer
Palm Beach, FL · On-site
Responsibility for supervision of all the Company's trust operations and related activities. * Responsibility for the review of all new fiduciary accounts, and trust instruments governing any trust ...
Quick apply
Chief Trust Officer
Palm Beach, FL · On-site
Responsibility for supervision of all the Company's trust operations and related activities. * Responsibility for the review of all new fiduciary accounts, and trust instruments governing any trust ...
Responsibility for supervision of all the Company's trust operations and related activities. * Responsibility for the review of all new fiduciary accounts, and trust instruments governing any trust ...
Responsibility for supervision of all the Company's trust operations and related activities. * Responsibility for the review of all new fiduciary accounts, and trust instruments governing any trust ...
Estate Administrator
Palm Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Palm Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
North Palm Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
North Palm Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Tampa, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Tampa, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Saint Petersburg, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Saint Petersburg, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Fort Myers, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Fort Myers, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
North Palm Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
North Palm Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
North Palm Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
North Palm Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Operations Driver
Miami, FL · On-site
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 ...
Operations Driver
Miami, FL · On-site
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 ...
Estate Administrator
Miami, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Miami, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Delray Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Estate Administrator
Delray Beach, FL · On-site
Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and ...
Trust Operations information
See Florida salary details
$3.95 - $5.88
0% of jobs
$5.88 - $7.81
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$7.81 - $9.73
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$11.46 is the 25th percentile. Wages below this are outliers.
$9.73 - $11.66
28% of jobs
The median wage is $13.19 / hr.
$11.66 - $13.59
28% of jobs
$15.09 is the 75th percentile. Wages above this are outliers.
$13.59 - $15.51
25% of jobs
$15.51 - $17.44
12% of jobs
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2% of jobs
$19.37 - $21.30
0% of jobs
$21.30 - $23.22
0% of jobs
$23.22 - $25.15
5% of jobs
$3
$14
$25
How much do trust operations jobs pay per hour?
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.
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For Trust Operations jobs in Florida, the most frequently searched job titles are:
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Trust Operations Associate - Coral Gables Trust Company
Fort Lauderdale, FL • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 18 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.
About Coral Gables Trust
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Miami, FL, US
Year founded
2004