ZipRecruiter

Log In

1

Trust Operations Jobs in Minnesota (NOW HIRING)

Merchants Bank

Trust Operations Assistant

Winona, MN · On-site

$18.99 - $22.31/hr

Merchants Bank, Winona , an opening for a Trust Operations Assistant. Hours are generally 8:00am - 4:30pm Monday - Thursday and 8:00am - 5:00pm on Friday. This position provides a variety of ...

mgx

Trust Operations Assistant

Winona, MN

Merchants Bank, Winona , an opening for a Trust Operations Assistant. Hours are generally 8:00am - 4:30pm Monday - Thursday and 8:00am - 5:00pm on Friday. This position provides a variety of ...

WNB Financial NA

Trust Investment Specialist

Winona, MN · On-site

$21.36 - $32.03/hr

Description The Trust Investment Specialist provides operational, administrative, investment, and client service support to the Trust Department. Assists Trust Officers with trust account ...

WNB Financial NA

Trust Investment Specialist

Winona, MN · On-site

$21.36 - $32.03/hr

Job Type Full-time Description The Trust Investment Specialist provides operational, administrative, investment, and client service support to the Trust Department. Assists Trust Officers with trust ...

WNB Financial NA

Trust Investment Specialist

Winona, MN · On-site

$21.36 - $32.03/hr

Description The Trust Investment Specialist provides operational, administrative, investment, and client service support to the Trust Department. Assists Trust Officers with trust account ...

Central Region Cooperative

Feed Operations

Le Sueur, MN · On-site

$20 - $22/hr

Job Type Full-time Description RESPONSIBILITIES: • Assist with the manufacturing of bulk feed • Contribute to facility and equipment maintenance • Help with bulk feed loadout • Deliver bulk ...

Central United Cooperative

Feed Operations

Le Sueur, MN · On-site

$20 - $22/hr

Description RESPONSIBILITIES: Assist with the manufacturing of bulk feed Contribute to facility and equipment maintenance Help with bulk feed loadout Deliver bulk feed to customer location Maintain ...

North Shore Bank

Trust Administrator

Duluth, MN · On-site

$60K - $80K/yr

Government North Shore Bank of Commerce Trust AdministratorJob Opening North Shore Bank is a ... Works closely with department employees on administrative, operational and investment issues to ...

U.S. Bank

WM Trust Officer 3

Minneapolis, MN · On-site

$86K - $105K/yr

... in Trust administration - An advanced degree may be considered towards years of experience ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

US Bank

WM Trust Officer 3

Minneapolis, MN · On-site

$86K - $105K/yr

... in Trust administration - An advanced degree may be considered towards years of experience ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

next page

Showing results 1-20

All JobsTrust Operations JobsTrust Operations Jobs in Minnesota

Trust Operations information

See Minnesota salary details

$5

$19

$32

How much do trust operations jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for trust operations in Minnesota is $19.25, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $20.00 per hour, depending on experience, location, and employer.

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.

What are the most commonly searched types of Trust Operations jobs in Minnesota?

The most popular types of Trust Operations jobs in Minnesota are:

What are popular job titles related to Trust Operations jobs in Minnesota?

For Trust Operations jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Trust Operations jobs in Minnesota look for?

The top searched job categories for Trust Operations jobs in Minnesota are:

What cities in Minnesota are hiring for Trust Operations jobs?

Cities in Minnesota with the most Trust Operations job openings:

Trust Operations jobs near you
Infographic showing various Trust Operations job openings in Minnesota as of September 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Temporary. Highlights an 93% In-person, 5% Hybrid, and 2% Remote job distribution, with an average salary of $40,050 per year, or $19.3 per hour.

Trust Operations Assistant

Winona, MN • On-site

Merchants Bank
See more jobs at Merchants Bankexternal

$18.99 - $22.31/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 hours ago

Job description

Merchants Bank, Winona, an opening for a Trust Operations Assistant. Hours are generally 8:00am - 4:30pm Monday - Thursday and 8:00am - 5:00pm on Friday.
This position provides a variety of operational duties associated with trusts and investment accounts and giving exceptional customer service to clients. Duties also include preparing new account documents, managing client cash flows, balancing accounts, processing distributions, working with tax information and preparation and preparing reports.
Must have experience working with Microsoft Suite programs, able to communicate effectively, be detail oriented and organized, and have customer service experience. Familiarity with bookkeeping, accounting and investment concepts preferred. Post secondary degree preferred.
Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options.
Please click on Apply Now or apply in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to hr@merchantsbank.com. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Job Summary:
The primary role of the Trust Operations Assistant will be to assist with day-to-day operations associated with handling client accounts and delivering exceptional customer experience to clients.
Essential Responsibilities:
As directed by experienced trust personnel, assist with and complete administrative and operational tasks associated with trusts and investment accounts including but not limited to the following:
  • Answer phones and serve as the first impression for communication with clients
  • Handle departmental mail inflows and outflows
  • Completion of internal documents, client correspondence, reports, and meeting minutes
  • Assist in completion of internal reviews and reports
  • Process and archive client documents and closed accounts
  • Document account files following client interactions and meetings with Trust Officers
  • Prepare new account documents for signature
  • Set up new accounts and assist with collection of assets
  • Assist with preparation of reports and client meeting materials
  • Obtain tax identification numbers
  • Verify vendor account statements and invoices
  • Assist with regular balancing of accounts and reconciliations
  • Work with spreadsheets, software systems, tickler systems, and electronic file transfer systems
  • Handle state tax withholdings, tax ledgers, dividend reporting, contributions and distributions within investment accounts and transfers between accounts
  • Assist with posting transactions and managing ACH payments
  • Assist with monitoring and managing client account cash flows
  • Process monetary distributions associated with client accounts and corresponding documentation
  • Assist with collection of information for tax return preparation and coordinate tax filings
  • Assist with management of securities movement between bank and securities custodian
  • Assist with rebalancing investment accounts and trading as directed by Trust Officers
  • Serve as back-up to other department team members
  • Communicate with clients and refer or escalate to Trust Officers as appropriate
  • Perform other duties as directed by Trust Department Manager, Trust Officers and other experienced personnel of the Trust Department.

Additional Expectations:
  • Regular and dependable attendance
  • Contribute to a positive work environment
  • Greet internal and external customers in a friendly and outgoing manner
  • Ensure internal and external customers receive outstanding service experiences
  • Timely completion of appropriate online compliance module requirements

Skills and Abilities Required:
High school diploma or equivalent. Post secondary degree preferred. Minimum of one year experience in customer service or related field required. Experience in financial, banking, accounting, legal or related industry preferred. Familiarity with investment, accounting, or bookkeeping concepts preferred.
The ideal candidate will be detail oriented, organized, task driven, and good with numbers, calculations, cash flows, and balancing accounts. The ideal candidate will be able to manage time and work efficiently in a fast-paced environment. The ideal candidate will have an ability to solve problems and be able to work independently within a team environment. The ideal candidate will have excellent written and oral communication skills and be able to communicate clearly while interacting with customers. The ideal candidate will have strong computer and technical skills including use of Microsoft Word, Excel, Outlook, and PowerPoint. The ideal candidate must be able to recognize, protect and maintain the confidential nature of our client relationships.
Working Conditions:
Work is performed inside mostly at a desk or at a computer. Will have contact with customers, public, and co-workers, and is to conduct relationships in a manner that will enhance the professional image of the bank and Trust Department. Low noise level with no exposure to environmental hazards such as chemicals.
Physical Demands:
Work will be performed sitting at a desk; very low degree of lifting, generally not over 10 pounds in weight or pressure. Position will require average finger dexterity to operate normal office equipment, such as computer, scanner, phone, copier, etc.
Relationships:
Supervised by the Trust Department Operations Team Lead but will be expected to take direction from and work effectively with other senior personnel for fulfillment of functions and responsibilities.

Apply