Trust Operations Specialist: Client‑Centric Fiduciary Support

New Horizon Bank; Richmond (VA); On-site; USD 55,000 - 75,000; Full time

Job summary

New Horizon Bank is seeking a Trust Operations Coordinator to provide administrative, operational, and client service support to the Trust Department. You will help maintain accurate records, process transactions, and support fiduciary relationships with clients, attorneys, and internal partners.

The role emphasizes trust accounting knowledge, regulatory compliance, and collaboration across Operations, Compliance, and Finance.

Qualifications

• Associate degree preferred; equivalent banking experience considered.
• Minimum of 2 years of banking, trust administration, wealth management, legal, or financial services experience preferred.
• Experience working in a trust department, estate planning law firm, wealth management firm, or community bank is beneficial.
• Familiarity with trust accounting systems and fiduciary operations.
• Knowledge of trust compliance, fiduciary regulations, and account documentation.

Responsibilities

• Provide administrative and operational support for trust, estate, agency, and custody accounts.
• Assist onboarding new trust relationships, including account setup, documentation review, and system maintenance.
• Process trust account transactions: deposits, distributions, transfers, fees, and maintenance requests.
• Prepare trust account documentation, correspondence, meeting materials, and client reports.
• Maintain organized client files in accordance with regulatory and Bank record retention requirements.
• Coordinate account reviews and assist with annual administrative reviews.
• Work with Trust Officers to ensure timely completion of client requests and fiduciary activities.
• Serve as a primary point of contact for routine client inquiries and provide exceptional customer service.
• Coordinate with Operations, Deposit Services, Loan Operations, Compliance, Finance, and Investment partners to support trust account administration.
• Monitor outstanding documentation and follow up with clients, legal representatives, and internal departments.
• Assist with trust account billing and fee collection.
• Perform other duties as assigned.

Skills

InnoTrust

Trust accounting

Fiduciary ops

Attention to detail

Communication

Microsoft Office

Relationship mgmt

Education

Associate's degree preferred

Equivalent banking experience

Tools

InnoTrust

Job description

New Horizon Bank is seeking a Trust Operations Coordinator to provide administrative, operational, and client service support to the Trust Department. You will help maintain accurate records, process transactions, and support fiduciary relationships with clients, attorneys, and internal partners.

The role emphasizes trust accounting knowledge, regulatory compliance, and collaboration across Operations, Compliance, and Finance.