Trust Operations Analyst

myBridge Corporation; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

myBridge Corporation is seeking a detail-oriented Trust Operations Analyst to support daily administration, monitoring, and processes for trust and fiduciary activities. You will collaborate with operations, compliance, finance, legal, and relationship management to ensure accurate handling of transactions and records in line with policy and regulatory requirements.

Key responsibilities include reviewing activity, reconciling transactions, maintaining records, preparing reports, supporting

Qualifications

• Experience with trust and fiduciary operations and regulatory requirements.
• Strong attention to detail, analytical ability, confidentiality, and communication skills.

Responsibilities

• Review account activity and maintain operational records.
• Reconcile transactions and investigate discrepancies.
• Prepare reports and support audits.
• Monitor operational workflows and escalate issues as needed.

Skills

Trust and fiduciary operations

Account and transaction reconciliation

Data analysis and reporting

Documentation and record management

Microsoft Excel and financial systems

Compliance and internal controls

Issue investigation and resolution

Process improvement

Audit and regulatory support

Time management

Communication and collaboration

Education

Bachelor's degree in Finance/Accounting/Business Administration

Relevant banking, trust administration, or financial operations certifications

Job description

Documentation and reporting Communication and collaboration Microsoft Audit

We are seeking a detail-oriented Trust Operations Analyst to support the daily administration, monitoring, and operational processes associated with trust and fiduciary activities. The analyst will work with operations, compliance, finance, legal, and relationship management teams to ensure transactions and records are processed accurately and according to established policies and regulatory requirements. Responsibilities include reviewing account activity, maintaining operational records, reconciling transactions, investigating discrepancies, preparing reports, supporting audits, and monitoring operational workflows. The successful candidate will help identify process improvements, maintain accurate documentation, and ensure that issues are escalated and resolved within appropriate timelines. Strong attention to detail, analytical ability, confidentiality, and communication skills are essential for this role.

Skills

• Trust and fiduciary operations
• Account and transaction reconciliation
• Data analysis and reporting
• Documentation and record management
• Microsoft Excel and financial systems
• Compliance and internal controls
• Issue investigation and resolution
• Process improvement
• Audit and regulatory support
• Time management
• Communication and collaboration

Education

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Financial Services, or a related field. Relevant banking, trust administration, or financial operations certifications are an advantage.