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Trust Operations Jobs in Ohio (NOW HIRING)

Johnson Investment Counsel

Trust Associate

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 ...

Keystone

Part-time Driver/Operations

Versailles, OH · On-site

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 ...

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How much do trust operations jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for trust operations in Ohio is $18.69, according to ZipRecruiter salary data. Most workers in this role earn between $15.10 and $19.42 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 Ohio?

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

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

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

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

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

Trust Operations jobs near you
Infographic showing various Trust Operations job openings in Ohio as of September 2026, with employment types broken down into 96% Full Time, 2% Part Time, and 2% Temporary. Highlights an 93% In-person, 5% Hybrid, and 2% Remote job distribution, with an average salary of $38,876 per year, or $18.7 per hour.

Trust Associate

Kenwood, OH • On-site

Johnson Investment Counsel
Finance and Insurance • 51 - 200 employees
Learn more about Johnson Investment Counselexternal

Full-time

Re-posted 21 days ago

Key responsibilities

  • Assist Trust Officers in administering JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws.

  • Manage workflows and tasks such as ticklers, spreadsheet tracking, electronic file upkeep, and processing financial transactions including bill payments, check requests, ACH, internal transfers, and wire transfers.

  • Support in establishing, maintaining, and terminating trust accounts on custodial, trust accounting, and other systems, and assist with compiling tax information and preparing reports.

Job description

Job Title:
Trust Associate
Date:
June 2026
Department
Trust
Reports To:
Trust Officer
FLSA Classification:
Exempt
Summary / objective of position:
This position will support Trust Officers in administration of JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws. Assisting Trust Officers in managing JTC accounts in accordance with established policies and procedures. Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service.
Essential functions of position:
  • Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC’s fiduciary responsibilities.
  • Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate.
  • Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
  • Independently manage workflows using checklists and/or proven procedures.
  • Independently manage tasks such as ticklers, spreadsheet tracking, electronic file upkeep, etc.
  • Independently process financial transactions such as bill payment, check requests, ACH, internal transfers, and wire transfers.
  • Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
  • Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.
  • Gather and compile information from various sources to prepare reports.
  • Assist with a variety of trust-related projects.
Preferred education and experience:
  • BBA/BS degree, or 4+ years of relevant, equivalent work experience."
  • Bank or trust experience is not required. Attractive candidates will have experience and success in roles that require critical thinking skills, the ability to manage multiple tasks and responsibilities, and curiosity.
  • Understanding of the fiduciary responsibility to safeguard confidential financial and personal information with professional integrity.
  • Willingness and desire to learn and grow in role.
  • Independent/self-starter with the ability to prioritize a large workload for multiple Trust Officers.
  • Ability to own and manage multiple projects simultaneously and work independently.
  • Organized and detail oriented.
  • Possess excellent problem solving and follow up skills.
  • Computer proficient in Excel, Word, and Outlook.
  • Effective interpersonal and communication skills.
  • Highly relational and easy to work with.
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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