Senior Trust Operations Specialist
TrustBank
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Benefits offered by this job
Job summary
TrustBank is seeking a Senior Trust Operations Specialist to join the Wealth Management Arizona team in the Greater Phoenix area. The role independently administers complex trust operations, provides guidance, and coordinates workflows to support departmental objectives.
Ideal candidates have 5-7 years in trust operations or related financial services, with a Bachelor's degree and professional designations preferred.
Qualifications
- Bachelor's degree in Business, Finance, Accounting, Trust Administration, or related field preferred.
- CTOP/CSOP or similar designation preferred.
- Continuing education in trust administration, fiduciary services, banking operations or regulatory matters preferred.
Responsibilities
- Independently evaluates trust operational activities and determines appropriate actions to ensure accurate processing.
- Administers complex trust account transactions including wires, ACH, deposits, disbursements, and asset transfers.
- Reviews operational exceptions, identifies risks, and ensures compliance with internal policies and regulatory requirements.
- Evaluates account documentation and implements procedures for openings, maintenance, and closures.
- Manages daily workflow to meet service standards and deadlines.
- Develops and maintains operating procedures and best practices for trust administration.
Skills
Education
Tools
Job description
Join the TrustBank team where you can dive into the fast-paced world of trust and operations. We are seeking an enthusiastic and detail-oriented Trust and Operations Associate to collaborate with our energetic team and growing organization. You will play a vital role in helping us exceed our client’s expectations and be a part of Growing Prosperity Together.
The Senior Trust Operations Specialist to join our team in the Greater Phoenix, Arizona Market. The Senior Trust Operations Specialist independently administers and oversees complex trust operational activities in support of the Trust Department. This position exercises discretion and independent judgment in evaluating operational issues, determining appropriate resolutions, implementing process improvements, and ensuring the efficient administration of trust accounts. The role serves as a subject matter expert for trust operations, provides guidance and training to team members, and coordinates workflow management to support departmental objectives.
- Independently evaluates trust operational activities and determines appropriate actions to ensure accurate and timely processing.
- Administers complex trust account transactions, including wires, ACH transfers, deposits, disbursements, and asset transfers.
- Reviews operational exceptions, identifies risks, and determines corrective actions to ensure compliance with internal policies and regulatory requirements.
- Evaluates account documentation and implements operational procedures for new account openings, account maintenance, and account closures.
- Determines priorities and independently manages daily workflow to meet service standards and operational deadlines.
- Analyzes existing operational processes and recommends improvements to increase efficiency, mitigate risk, and enhance client service.
- Implements approved process enhancements and monitors effectiveness through ongoing evaluation.
- Develops and maintains operational procedures and best practices for trust administration functions.
- Evaluates system functionality and recommends operational solutions to support departmental objectives.
- Coordinates and implements special projects assigned by management.
- Serves as a resource and mentor to Trust Operations staff by providing guidance on complex operational matters.
- Reviews work completed by team members and provides recommendations to improve accuracy, efficiency, and consistency.
- Assists management in developing workflow strategies and allocating operational responsibilities.
- Facilitates communication and collaboration among team members to achieve departmental goals.
- Independently evaluates operational activities for compliance with bank policies, fiduciary standards, and applicable regulations.
- Identifies operational risks and determines appropriate escalation or resolution procedures.
- Reviews reconciliation processes and investigates discrepancies to ensure accurate account administration.
- Monitors federal and state tax withholding processes and implements corrective measures when necessary.
- Collaborates with Trust Officers and other departments to resolve complex operational issues.
- Evaluates client and account-specific requirements and determines the appropriate operational support needed.
- Exercises discretion and independent judgment when responding to operational inquiries and requests.
College or University degree and/or relevant proven work experience is preferred. 5-7 years’ experience in financial servicing or related experience/credentials preferred.
- Bachelor's degree in Business Administration, Finance, Accounting, Trust Administration, or a related field preferred.
- CTOP (Certified Trust Operations Professional), CSOP (Certified Securities Operations Professional), or similar industry designation preferred.
- Continuing education in trust administration, fiduciary services, banking operations, compliance, or regulatory matters is strongly preferred.
- Minimum of 5-7 years of progressively responsible experience in trust operations, fiduciary administration, wealth management operations, or related financial services.
- Demonstrated experience independently evaluating and resolving complex trust operational issues.
- Experience overseeing workflow management, operational controls, and account administration processes.
- Proven ability to exercise discretion and independent judgment in interpreting policies, identifying risks, and determining appropriate courses of action.
- Experience developing, implementing, and improving operational procedures and controls.
- Experience training, mentoring, and providing work direction to operations staff.
- Strong knowledge of trust accounting systems, fiduciary regulations, account administration, transfers, tax withholding, reconciliations, and trust operations workflows.
- Experience collaborating with Trust Officers, Wealth Advisors, Compliance, and other departments to implement operational solutions and achieve business objectives.
Excellent oral and written communication skills. Knowledge of internal bank trust functions, analytical, problem solving, and organizational skills.
Ability to independently analyze complex situations and determine appropriate resolutions. Strong analytical, organizational, and critical thinking skills. Ability to implement process improvements and operational efficiencies. Advanced knowledge of trust and fiduciary operations, banking regulations, and risk management principles. Excellent written and verbal communication skills. Ability to prioritize work, manage competing deadlines, and oversee multiple operational functions with minimal supervision. May require travel to other Arizona locations.
Ability to utilize MS Office, Excel for data analysis and report preparation.
The position is Monday through Friday, typically from 8AM – 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be located at 14631 N Scottsdale Rd. Ste 100 Scottsdale, AZ 85254 but will also be required to support our Phoenix office at our Camelback location. The position requires long periods of sitting in front of a computer. Noise level is moderate and the office is well lit. Some work may be repetitive at the computer, and the position requires direct work with the public. This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.
The annual salary for this position is $80,000-$87,000, along with the eligibility for a discretionary annual bonus. Pay rate may vary based on the candidate’s qualifications skills, and experience. Our generous employee benefits details may be found on our bank’s website. https://trustbank.net/company/career-opportunities
TrustBank recognizes that people are our Bank’s strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position.
This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization.
Updated: September 21, 2026
College or University degree and/or relevant proven work experience is preferred. 5-7 years’ experience in financial servicing or related experience/credentials preferred.
- Bachelor's degree in Business Administration, Finance, Accounting, Trust Administration, or a related field preferred.
- CTOP (Certified Trust Operations Professional), CSOP (Certified Securities Operations Professional), or similar industry designation preferred.
- Continuing education in trust administration, fiduciary services, banking operations, compliance, or regulatory matters is strongly preferred.
- Minimum of 5-7 years of progressively responsible experience in trust operations, fiduciary administration, wealth management operations, or related financial services.
- Demonstrated experience independently evaluating and resolving complex trust operational issues.
- Experience overseeing workflow management, operational controls, and account administration processes.
- Proven ability to exercise discretion and independent judgment in interpreting policies, identifying risks, and determining appropriate courses of action.
- Experience developing, implementing, and improving operational procedures and controls.
- Experience training, mentoring, and providing work direction to operations staff.
- Strong knowledge of trust accounting systems, fiduciary regulations, account administration, transfers, tax withholding, reconciliations, and trust operations workflows.
- Experience collaborating with Trust Officers, Wealth Advisors, Compliance, and other departments to implement operational solutions and achieve business objectives.
Ability to independently analyze complex situations and determine appropriate resolutions. Strong analytical, organizational, and critical thinking skills. Ability to implement process improvements and operational efficiencies. Advanced knowledge of trust and fiduciary operations, banking regulations, and risk management principles. Excellent written and verbal communication skills. Ability to prioritize work, manage competing deadlines, and oversee multiple operational functions with minimal supervision. May require travel to other Arizona locations.
Ability to utilize MS Office, Excel for data analysis and report preparation.
Notice of AI Use in Job Application Review
As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.
Compensation details: 80000-87000 Yearly Salary
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