Trust Operations Specialist

Security National Bank; Sioux City (IA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k) plan

Job summary

Security National Bank is seeking a Trust Operations Specialist in Sioux City, IA. The role focuses on fee processing, detailed account records, and fiduciary compliance, partnering with internal teams to deliver accurate financial transactions.

Key duties include fee management, account support, and controls, with a strong emphasis on data accuracy, confidentiality, and regulatory adherence. Regular hours and comprehensive benefits support stable, details-driven professionals in a trusted

Qualifications

• Strong attention to detail with the ability to ensure accuracy in financial calculations and records.
• Working knowledge of trust operations, financial services, or fiduciary practices.
• Ability to interpret account agreements, fee schedules, and internal documentation.
• Strong organizational and time management skills with the ability to handle multiple priorities.
• Proficient in working with financial systems and Microsoft Office applications.
• Effective communication skills and ability to collaborate with cross-functional teams.
• Commitment to maintaining confidentiality and adhering to regulatory and compliance standards.

Responsibilities

• Verify, calculate, and collect trust and court-related fees; prepare and distribute invoices.
• Review fee instructions for new accounts and implement updates based on Acceptance Committee decisions.
• Monitor automated fee processing to ensure timely and accurate collections.
• Maintain and update fee schedules in alignment with account agreements and policies.
• Post interest to Certificates of Deposit (CDs) and reconcile related activity.
• Manage asset re-registration processes, ensuring accuracy and timely completion.
• Prepare and submit business partner payout documentation to Accounting.
• Generate and review conflict of interest reports to support compliance standards.
• Conduct vault inventory procedures in accordance with internal controls and audit requirements.

Skills

Attention to detail

Trust operations knowledge

Interpret account agreements

Organizational skills

Time management

Microsoft Office

Financial systems

Effective communication

Regulatory compliance

Confidentiality

Tools

Microsoft Office

Financial software

Job description

At Security National Bank, we believe something simple but powerful: everything matters, because people matter.

Every conversation, every decision, and every relationship is an opportunity to make a meaningful impact.

If you're passionate about building trusted relationships and guiding clients through some of the most important financial decisions of their lives, you'll find purpose- and opportunity- here.

YOUR OPPORTUNITY: 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 records, and upholding compliance with fiduciary and regulatory requirements. This position partners closely with internal teams to deliver timely, accurate financial transactions while supporting efficient and well-controlled trust operations.

What You’ll Do

Fee Management & Billing

• Verify, calculate, and collect trust and court-related fees; prepare and distribute invoices
• Review fee instructions for new accounts and implement updates based on Acceptance Committee decisions
• Monitor automated fee processing to ensure timely and accurate collections
• Maintain and update fee schedules in alignment with account agreements and policies

Account & Transaction Support

• Post interest to Certificates of Deposit (CDs) and reconcile related activity
• Manage asset re-registration processes, ensuring accuracy and timely completion
• Prepare and submit business partner payout documentation to Accounting

Compliance & Controls

• Generate and review conflict of interest reports to support compliance standards
• Conduct vault inventory procedures in accordance with internal controls and audit requirements

What Makes You a Great Fit

Interested in making an impact in trust operations? Here's what we're looking for:

• Strong attention to detail with the ability to ensure accuracy in financial calculations and records
• Working knowledge of trust operations, financial services, or fiduciary practices
• Ability to interpret account agreements, fee schedules, and internal documentation
• Strong organizational and time management skills with the ability to handle multiple priorities
• Proficient in working with financial systems and Microsoft Office applications
• Effective communication skills and ability to collaborate with cross-functional teams
• Commitment to maintaining confidentiality and adhering to regulatory and compliance standards

WHY SECURITY NATIONAL BANK?

At Security National Bank, you'll be part of a team that values accuracy, integrity, and exceptional client service-core principles that align closely with the work of a Trust Operations Specialist. This role offers the opportunity to make a meaningful impact by supporting trusted client relationships and ensuring operational excellence in a collaborative, detail-focused environment.

HOURS

Regular business hours, Monday through Friday.

BENEFITS

We offer a comprehensive benefit package to our employees including medical, dental, vision, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

About Security National Bank

Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis- and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

Security National Bank is an Equal Opportunity, Aff…

LEARN MORE

https://www.snbonline.com/mattertoday

LOCATION

Sioux City, IA

Main Bank

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.