Trust Operations Associate
Defiance, OH · On-site
Generates and posts maps from Trust Accounting System for equity and mutual fund dividends. Posts other checks and ACH receipts appropriately to Trust Accounting System. CUSTOMER SERVICE SKILLS:
New
Defiance, OH · On-site
Generates and posts maps from Trust Accounting System for equity and mutual fund dividends. Posts other checks and ACH receipts appropriately to Trust Accounting System. CUSTOMER SERVICE SKILLS:
New
Defiance, OH · On-site
Generates and posts maps from Trust Accounting System for equity and mutual fund dividends. Posts other checks and ACH receipts appropriately to Trust Accounting System. CUSTOMER SERVICE SKILLS:
New
Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. Essential functions of position: * Assist Trust Officers with providing professional ...
Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. Essential functions of position: * Assist Trust Officers with providing professional ...
Cleveland, OH · On-site
Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. Essential functions of position: * Assist Trust Officers with providing professional ...
Cleveland, OH · On-site
Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. Essential functions of position: * Assist Trust Officers with providing professional ...
Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. Essential functions of position: * Assist Trust Officers with providing professional ...
Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. Essential functions of position: * Assist Trust Officers with providing professional ...
Kenwood, OH · On-site
Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. Essential functions of position: * Assist Trust Officers with providing professional ...
Kenwood, OH · On-site
Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. Essential functions of position: * Assist Trust Officers with providing professional ...
Provide paperwork to Trust Operations in order to process receipt and delivery of securities * Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request ...
Provide paperwork to Trust Operations in order to process receipt and delivery of securities * Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request ...
OH · On-site
Provide paperwork to Trust Operations in order to process receipt and delivery of securities * Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request ...
OH · On-site
Provide paperwork to Trust Operations in order to process receipt and delivery of securities * Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request ...
Position Overview: The purpose of this part-time position is to act as a general backup to the Applicators. This role will engage in a range of responsibilities including general lot maintenance ...
Position Overview: The purpose of this part-time position is to act as a general backup to the Applicators. This role will engage in a range of responsibilities including general lot maintenance ...
Cincinnati, OH · On-site
$21 - $23/hr
Medical
Dental
Vision
Retirement
Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and ...
Cincinnati, OH · On-site
$21 - $23/hr
Medical
Dental
Vision
Retirement
Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and ...
Cincinnati, OH · On-site
$21 - $23/hr
Medical
Dental
Vision
Retirement
Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and ...
Cincinnati, OH · On-site
$21 - $23/hr
Medical
Dental
Vision
Retirement
Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and ...
Position Overview: The purpose of this part-time position is to act as a general backup to the Applicators. This role will engage in a range of responsibilities including general lot maintenance ...
Position Overview: The purpose of this part-time position is to act as a general backup to the Applicators. This role will engage in a range of responsibilities including general lot maintenance ...
Position Overview: The purpose of this part-time position is to act as a general backup to the Applicators. This role will engage in a range of responsibilities including general lot maintenance ...
Position Overview: The purpose of this part-time position is to act as a general backup to the Applicators. This role will engage in a range of responsibilities including general lot maintenance ...
Brooklyn, OH · On-site
$25 - $38.46/hr
... Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. * Reads and understands Trust Agreements and related documents for administrative purposes. * Ensures fees ...
Brooklyn, OH · On-site
$25 - $38.46/hr
... Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. * Reads and understands Trust Agreements and related documents for administrative purposes. * Ensures fees ...
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four-year degree in a business-related field preferred. Basic accounting ...
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four-year degree in a business-related field preferred. Basic accounting ...
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four-year degree in a business-related field preferred. Basic accounting ...
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four-year degree in a business-related field preferred. Basic accounting ...
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four-year degree in a business-related field preferred. Basic accounting ...
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four-year degree in a business-related field preferred. Basic accounting ...
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four-year degree in a business-related field preferred. Basic accounting ...
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four-year degree in a business-related field preferred. Basic accounting ...
Brooklyn, OH · On-site
$48K - $72K/yr
Monday- Friday from 8:00am-5:00pm ABOUT THE JOB (JOB BRIEF) Trust Distributions is responsible to act on the instructions of the Trust Administrator in Key PrivateBank and Wealth Management to effect ...
Brooklyn, OH · On-site
$48K - $72K/yr
Monday- Friday from 8:00am-5:00pm ABOUT THE JOB (JOB BRIEF) Trust Distributions is responsible to act on the instructions of the Trust Administrator in Key PrivateBank and Wealth Management to effect ...
Brooklyn, OH · Hybrid
$48K - $72K/yr
Monday- Friday from 8:00am-5:00pm ABOUT THE JOB (JOB BRIEF) Trust Distributions is responsible to act on the instructions of the Trust Administrator in Key PrivateBank and Wealth Management to effect ...
Brooklyn, OH · Hybrid
$48K - $72K/yr
Monday- Friday from 8:00am-5:00pm ABOUT THE JOB (JOB BRIEF) Trust Distributions is responsible to act on the instructions of the Trust Administrator in Key PrivateBank and Wealth Management to effect ...
Toledo, OH · On-site
$25 - $38.46/hr
... Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. * Reads and understands Trust Agreements and related documents for administrative purposes. * Ensures fees ...
Toledo, OH · On-site
$25 - $38.46/hr
... Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. * Reads and understands Trust Agreements and related documents for administrative purposes. * Ensures fees ...
$5.03 - $7.48
0% of jobs
$7.48 - $9.93
0% of jobs
$9.93 - $12.38
0% of jobs
$14.58 is the 25th percentile. Wages below this are outliers.
$12.38 - $14.83
28% of jobs
The median wage is $16.79 / hr.
$14.83 - $17.29
28% of jobs
$19.20 is the 75th percentile. Wages above this are outliers.
$17.29 - $19.74
25% of jobs
$19.74 - $22.19
12% of jobs
$22.19 - $24.64
2% of jobs
$24.64 - $27.09
0% of jobs
$27.09 - $29.54
0% of jobs
$29.54 - $31.99
5% of jobs
$5
$18
$31
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.
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.
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.
The most popular types of Trust Operations jobs in Ohio are:
For Trust Operations jobs in Ohio, the most frequently searched job titles are:
The top searched job categories for Trust Operations jobs in Ohio are:

Other
This job post has expired 1 day ago. Applications are no longer accepted.
7.4
Based on 14 frontline employees who took The Breakroom Quiz
106th of 171 rated banks
SUMMARY:
Generates and posts maps from Trust Accounting System for equity and mutual fund dividends. Posts other checks and ACH receipts appropriately to Trust Accounting System.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Posts daily stock dividends within the trust accounting system.
Posts Mutual fund dividend maps within the trust accounting system.
Posts other various checks received.
Processes Laughlin Loan payments.
Monitors and posts incoming ACH items.
Images and indexes items processed.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations.
Must be able to perform each essential duty accurately and in a timely manner.
Ability to handle detailed work under pressure.
Must be willing to work as a team as well as independently.
Ability to perform general clerical duties and operate various departmental equipment.
Ability to type with speed and accuracy.
Basic knowledge of Microsoft Office Products including Outlook, Word, and Excel.
Ability to learn other web-based software.
High School Diploma/GED required.
One year of clerical office experience required.
Knowledge and experience within financial services industry is preferred.
Sourced by ZipRecruiter
Commercial banking
1,001 - 5,000 Employees
Wheeling, WV, US
1968