Trust Operations Associate

Farmers & Merchants Bank of Long Beach; Long Beach (CA); On-site; Full time

Job summary

A leading banking institution is seeking a Trust Operations Associate to support its operations team. The role involves various administrative tasks including filing, mail processing, and maintaining organized records. Ideal candidates will possess strong communication, time management skills, and proficiency in Microsoft Office.

Qualifications

• 2+ years in finance or banking preferred.
• Experience with trust accounting systems desirable.

Responsibilities

• Coordinate mail distribution including interbranch.
• Create and organize account document folders.
• Assist with daily operational tasks and special projects.

Skills

Proficient in Microsoft Office

Strong communication skills

Effective time management

Problem-solving and critical thinking skills

Education

Associate’s Degree

Tools

trust accounting systems

Job description

Join to apply for the Trust Operations Associate role at Farmers & Merchants Bank of Long Beach.

1 week ago Be among the first 25 applicants.

Pay Range

This range is provided by Farmers & Merchants Bank of Long Beach. Your actual pay will be based on your skills and experience — discuss with your recruiter to learn more.

Base Pay Range

$21.44/hr - $41.96/hr

Job Summary

The Trust Operations Associate will perform duties based on their designated desk responsibilities and support the Operations staff. Responsibilities include filing, mail processing, reconveyances, record retention, supply ordering, and other tasks as directed by supervisors or management.

Essential Duties

• Coordinate mail distribution, including interbranch;
• Maintain, copy, and distribute checks;
• Create and organize account document folders;
• Maintain and file original documents and copies;
• Monitor storage facilities;
• Manage electronic documents;
• Destroy records per retention schedule;
• Process reconveyances;
• Order and monitor supplies;
• Assist with daily operational tasks and special projects;
• Perform notary duties as needed;
• Backup other operational desks;
• Cross-train within the department;
• Maintain organized filing systems.

Position Requirements

• Proficient in Microsoft Office (Word, Excel, Outlook);
• Strong communication skills;
• Effective time management and ability to meet deadlines;
• Professional interaction with all levels of staff and clients;
• Respect for confidentiality;
• Problem-solving and critical thinking skills;
• Ability to work independently.

Equipment Operated

• Desktop/laptop computers;
• Standard office equipment (copiers, fax).

Physical Requirements & Work Environment

• Repetitive movement, sitting for extended periods;
• Lifting up to 25 lbs;
• Office setting with controlled temperature.

Education & Experience

• Associate’s Degree or equivalent;
• Experience with trust accounting systems (desirable);
• 2+ years in finance or banking (preferred).

This job description is not exhaustive. Employees may perform additional duties as assigned. Farmers & Merchants Trust Company reserves the right to modify job duties. This description does not constitute a contract.

Additional Details

• Seniority Level: Entry level
• Employment Type: Full-time
• Job Function: Management and Manufacturing
• Industry: Banking

Referrals increase your chances of interviewing by 2x.