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Trust Operations Jobs (NOW HIRING)

Foley & Lardner LLP

Trust Operations Analyst

Milwaukee, WI · On-site

$52.80K - $73.90K/yr

The Trust Operations Analyst supports a variety of trust accounting functions, which may include processing security transactions, including complex corporate actions, receipts and disbursements, non ...

Westwood

Trust Operations Analyst

Dallas, TX

ABOUT THE ROLE The Trust Operations Analyst is responsible for assisting in the day-to-day operational activities using established procedures and guidelines to identify and resolve issues in a ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

What You'll Be Doing The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work ...

Stifel

Trust Operations Associate

Greenville, DE

The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company ...

Hancock Whitney Bank

Degree in Business, Finance, or Accounting preferred or equivalent amount of work experience. * 3 - 5 years of Trust, securities, or bank operations experience strongly preferred. * American Bankers ...

Hancock Whitney Bank

High School Diploma, GED or equivalent amount of training and experience, degree in Business, Finance, or Accounting preferred * 5 years of Trust, securities, or bank operations experience * American ...

Stifel

Trust Operations Associate

Greenville, DE

What You'll Be Doing The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work ...

BGM

Director of Trust Operations

Sioux Falls, SD · On-site +1

Oversees all aspects of Trust Operations function Responsible for the leadership of all Trust Operations and Administrative staff Manages, implements and owns all technology solutions including ...

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How much do trust operations jobs pay per hour?

As of May 31, 2026, the average hourly pay for trust operations in the United States is $19.66, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $20.43 per hour, depending on experience, location, and employer.

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 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 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.
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Trust Operations jobs near you
Infographic showing various Trust Operations job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 57% Full Time, 35% Part Time, 2% Temporary, 4% Contract, and 1% Nights. Highlights an 81% Physical, 6% Hybrid, and 13% Remote job distribution, with an average salary of $40,892 per year, or $19.7 per hour.
Trust Operations Analyst

Trust Operations Analyst

Foley & Lardner LLP

Milwaukee, WI • On-site

$52.80K - $73.90K/yr

Full-time

Posted 6 days ago

Job description

Overview
Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It's a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too.
Foley & Lardner LLP's Milwaukee office is seeking a Trust Operations Analyst to join our Trust Accounting team. This role supports the accuracy and integrity of client trust accounts and year-end tax information. The ideal candidate will bring strong analytical and organizational skills, a high level of attention to detail, and the ability to work effectively in a collaborative, deadline-driven environment. The Trust Operations Analyst supports a variety of trust accounting functions, which may include processing security transactions, including complex corporate actions, receipts and disbursements, non-financial account data, and cash, security, and tax reconciliations. Success in this role requires sound problem-solving skills, a solid understanding of trust accounting operations, and the ability to research and resolve issues accurately and efficiently.
Responsibilities
The responsibilities listed below reflect the overall scope of work performed by the Trust Accounting team. Specific duties assigned to this role may vary based on business needs, experience, and team structure.
  • Process trust account security activity, including but not limited to buys, sells, mergers, spin-offs, stock splits, name changes, and tax lot adjustments.
  • Process dividend, interest, and capital gain distributions accurately and timely.
  • Invest and divest money market funds daily, ensuring client accounts maintain appropriate cash balances and are not overdrawn.
  • Perform cash, security, and tax reconciliations to ensure the accuracy and completeness of client account records.
  • Process miscellaneous receipts and disbursements in accordance with established procedures and controls.
  • Maintain non-financial data within the trust accounting system, including new account setup, security setup, interested party setup, and ongoing account maintenance.
  • Set up and maintain beneficiary information in the tax reporting system.
  • Prepare and distribute accurate client accounting statements and other reports in a timely manner, while maintaining records of distribution recipients and distribution dates.
  • Research discrepancies, investigate account issues, and assist in resolving operational problems with accuracy and professionalism.
  • Support compliance with applicable regulatory requirements, accounting standards, and internal procedures related to trust operations.
  • Collaborate effectively with team members and other departments to ensure reliable, accurate, and timely trust operations support.
  • Perform other duties as assigned. #LI-Hybrid

Qualifications
  • High school diploma or equivalent, plus a minimum of two (2) years of trust accounting or trust administration experience required; or a bachelor's degree in Business, Accounting, Finance, or a related field.
  • Prior experience in trust accounting and/or working with trust accounting software preferred.
  • Basic knowledge of securities processing and related account activity preferred.
  • Strong operational, organizational, and time management skills, with the ability to manage multiple tasks and meet deadlines.
  • Excellent attention to detail and analytical skills, with a strong commitment to accuracy.
  • Ability to research issues, identify discrepancies, and apply sound problem-solving skills to resolve them.
  • Ability to work effectively in a team-oriented environment where collaboration, reliability, and accountability are essential.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft Office Suite, including Excel and Word.

In support of transparency and equity in the workplace, Foley provides salary ranges for all positions. The figures below represent the full compensation range of this position. The actual offered amount will be between the range minimum and midpoint based on the following factors: education, experience, geographic market, and internal pay equity at Foley.
Milwaukee - $52,800 to $73,900

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