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Trust Operations Jobs in Ohio (NOW HIRING)

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 ...

KeyBank

KPB Client Service Associate - Trust

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 ...

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$18

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How much do trust operations jobs pay per hour?

As of Aug 2, 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 the 3 month rule for jobs?

The 3 month rule in trust operations typically refers to a probationary period of three months during which an employee's performance and fit for the role are evaluated. This period allows employers to assess skills, compliance, and reliability before confirming permanent employment or benefits.

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 is the highest paid job in finance?

In finance, the highest paid roles are typically investment bankers, private equity executives, and hedge fund managers, especially those managing large assets or firms. These positions often require advanced degrees, strong analytical skills, and extensive experience, with compensation including high base salaries, bonuses, and profit sharing that can reach into the millions annually.

What are 5 careers in operations?

Careers in operations include roles such as Operations Manager, Supply Chain Analyst, Business Analyst, Process Improvement Specialist, and Logistics Coordinator. These positions involve managing workflows, optimizing processes, and ensuring efficient resource use within organizations, often requiring skills in project management and familiarity with operational tools. They are common across industries like manufacturing, retail, and finance.

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 the Trust Operations position, 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 job?

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 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 July 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $38,876 per year, or $18.7 per hour.

Trust Operations Associate

LCNB National Bank

Lebanon, OH • On-site

Full-time

Posted 4 days ago

Job description

Position Description

Trust Operations Associate

Identifying Information: LCNB National Bank

  • Department: Wealth
  • Reports To: Jim Fish, Trust Operations Officer
  • Status: Full Time
  • Location: LCNB Main Office, 2 N. Broadway St. Lebanon, OH 45036
  • Hours: Monday – Friday 8:00 a.m. – 5:00 p.m.

Position Purpose:

LCNB National Bank is seeking a Trust Operations Associate that will work closely with members of the Trust Operations Team, and collaboratively with Trust Investment and Trust Administration Teams, to complete operational tasks, activities, responsibilities and projects consistent with department policies and procedures. Projects and duties will vary based on department needs and priorities as the Trust Department continuously seeks to take exceptional care of its customers.

Essential Duties and Responsibilities:

  • Performs a variety of transactions on Trust and Investments accounts, including but not limited to, account maintenance, pricing, trade posting, corporate actions, disbursements, transfers, wires, deposits, fees, dividends, and reconciliations.
  • Researches and resolves advanced and complex business issues.
  • Serves as backup for cross-functional responsibilities during absences.
  • Identifies and helps resolve systemic and operational issues.
  • Assists with special projects.
  • Maintains a variety of data files and records.
  • Monitors and processes transaction requests on behalf of clients in accordance with established procedures.
  • Operates standard office equipment and uses required software applications.
  • Adheres to principles, practices, and procedures related to general office operations, finance, and the securities industry.
  • Understands and follows process flows and regulations related to trust operations.
  • Performs other duties and responsibilities as assigned.

Required Competencies/Skills

  • 3+ years of experience in banking, trust operations, accounting, data entry, or any role requiring a high degree of attention to detail.

Desired Competencies/Skills

  • Operating standard office equipment and using required software applications, particularly Microsoft Office, with an emphasis on Excel.
  • Identifying and resolving operational issues while finding opportunities for improvement.
  • Problem-solving with accuracy and efficiency.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Maintain a high level of attention to detail and accuracy.
  • Provide courteous, client-focused service while maintaining professionalism.
  • Work independently while effectively managing responsibilities.
  • Work collaboratively when needed and communicate effectively with team members and external contacts at all levels.
  • Analyze data to identify discrepancies and inconsistencies.
  • Show curiosity and a willingness to learn new processes and systems.

Working Conditions:

  • In office expectations, working remotely is permitted, but limited.
  • Ability to remain in a stationary position up to 75% of the time.
  • Ability to lift and carry up to 15 lbs.
  • Occasionally move/traverse to access files and equipment.
  • Constantly operates a computer and other office equipment.

Compliance Statement:

The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.

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