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Trust Operations Jobs in Florida (NOW HIRING)

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 ...

Socket.dev

Director of Operations

Fort Lauderdale, FL · On-site

$150 - $190/hr

Serve as the primary operational partner and trusted advisor to the Chief Operating Officer on strategic initiatives, operational planning, and business growth. * Lead, coach, and develop the ...

New

U.S. Bancorp

Client Manager

Jacksonville, FL · On-site

$103K - $127K/yr

... trust operations, project management, and legal regulations- Basic knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations- Ability to ...

Circle

Senior Manager, Internal Audit

Tampa, FL · Remote

$175K - $227K/yr

Test and verify the effectiveness of internal controls across Circle National Trust's treasury, trust operations, and technology risk areas. * Act as a strategic partner to Circle National Trust ...

STV

Senior Engineering Operations Manager

Jacksonville, FL · On-site

$116K - $133K/yr

STV is seeking a Senior Engineering Operations Manager to serve as a trusted operations leader and subject matter expert supporting transit and rail clients nationwide. This highly consultative role ...

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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 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 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 Associate - Coral Gables Trust Company

Coral Gables Trust Company

Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 1 hour 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 Associate

Coral Gables Trust Company is seeking an experienced Trust Associate in Trust & Estate Administration to join our Palm Beach office.

  1. Account Administration Manage all aspects of account opening, maintenance, and closing within the firm's trust accounting platform. Responsibilities include establishing fee schedules, initiating account and asset transfers, obtaining EINs for newly created trusts, issuing Required Minimum Distribution (RMD) letters, creating scheduled events, and enrolling clients for statements and online account access.
  2. Client Services Provide high-quality client service support, including answering phones, processing bill payments, initiating ACH and wire transfers, ordering gift cards, scheduling client meetings, and preparing discretionary distribution requests.
  3. Committee Participation Attend monthly Trust Administrative Committee (TAC) meetings, or as otherwise convened by the Committee, and actively participate in monthly Client Service Committee Lunch and Learn meetings and all other staff meetings.
  4. Tax Coordination & Compliance Coordinate the preparation of fiduciary (1041) tax returns in collaboration with external CPA firms and obtain account statements from financial advisors as needed to support this process.
  5. Administrative Reviews Assist with the collection and organization of held-away account statements and support the completion of periodic administrative reviews.
  6. Audit & Regulatory Support Partner with the Chief Financial Officer and the broader team to compile and provide information required for audit requests, regulatory examinations, and other corporate administration matters.
  7. General Office Support Assist with day-to-day office operations, including processing incoming mail, reserving conference rooms, and arranging courier shipments via FedEx.

Qualifications

  1. The ideal candidate will bring a minimum of three years of experience in Trust & Estate administration and will play a key role in supporting our clients and trust administration team.
  2. A bachelor's degree in finance is preferred, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
  3. Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.

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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