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Trust Operations Jobs (NOW HIRING)

TRUST OPERATIONS SPECIALIST The Trust Operations Specialist plays a key role in supporting the administration of trust accounts by ensuring accurate fee processing, maintaining detailed account ...

If so, being a Trust Operations Manager with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At ...

TRUST OPERATIONS SPECIALIST The Trust Operations Specialist plays a key role in supporting the administration of trust accounts by ensuring accurate fee processing, maintaining detailed account ...

Trust Operations Assistant

Sacramento, CA · On-site

$18 - $21.75/hr

Requirements Previous operational experience in a trust department where incumbent has an understanding of trust recording, documentation and accounting procedures. Incumbent must be PC literate and ...

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Trust Operations information

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$5

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$33

How much do trust operations jobs pay per hour?

As of Jul 12, 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 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.

More about Trust Operations jobs
What cities are hiring for Trust Operations jobs? Cities with the most Trust Operations job openings:
What are the most commonly searched types of Trust Operations jobs? The most popular types of Trust Operations jobs are:
What states have the most Trust Operations jobs? States with the most job openings for Trust Operations jobs include:
Infographic showing various Trust Operations job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $40,892 per year, or $19.7 per hour.

Other

Posted 19 days ago


Job description

Description

Position Summary

The individual in this position is part of the trust operations support team, participating in the daily administration of operations functions including but not limited to: trust operations desk, accounts payable, deposits, receivables and beneficiary distributions, as appropriate for trust, estates and agency accounts. This individual follows Firm and Segment Team procedures to complete tasks in an organized and timely manner. They follow processes and procedures for regulations in the states where trust services are provided. The individual has an intermediate knowledge of concepts, practices, and procedures within the field.


FLSA Status: Non-exempt

Requirements

Required Experience and Education

0-5 years in relevant position or equivalent combination of education and experience.


Major Duties and Responsibilities

  • Performs operations duties to develop and maintain a high level of quality of work
  • Perform Income Desk operations duties
  • Processes client accounts payable, including distributions to and payments for beneficiaries
  • Communicates with all vendor relations and payments, including entering vendors in the principal and income accounting program
  • Interfaces with on-line payment systems, and downloads of statements from vendors as needed
  • Interfaces with payment systems at banks and custodians, assists in keeping payment information up to date with banks and custodians, and maintains documentation for all
  • Assists with billing monthly and processes payments in various systems
  • Assists with posts transactions at custodians including maps, contributions and distributions and transfers and assists with daily reconciliations
  • Assists with reconciling cash and checkbook daily
  • Assists with accurately posting transactions in client accounts, repricing assets as required, and assists with reconciling client accounts against custodian statements monthly
  • Communicates verbally and in writing with trust and agency stakeholders as needed.
  • Assists with investment activity for trust officers per daily procedural requirements
  • Travel to other offices as needed
  • Perform other duties as assigned

Desired Skills, Abilities, and Characteristics

  • Ability to maintain confidentiality of firm and client information
  • Excellent written and verbal communication skills
  • Client service oriented
  • Ability to quickly learn and manage new trust specific programs
  • Perform several tasks concurrently with ease and professionalism
  • Excellent organizational skills with high attention to detail
  • Intermediate knowledge in Word, Excel, and Outlook

Working Conditions

Adams Brown Trust Solutions, Inc., promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.


Adams Brown Trust Solutions, Inc., is an Equal Opportunity Employer