Trust Operations Associate

Role Overview

The Trust Operations Associate will be responsible for processing the movement of money and performing operational support duties. The individual will continually gain knowledge and skills through practice and mentorship, and with strong results‑oriented performance could eventually be given more complex responsibilities such as approving money movement, approving reports and client communications, and problem research and resolution.

Primary Responsibilities

• Check deposit processing (e.g., scanning, entering in system, obtaining approval of entry, and notifying relationship managers)
• Prepare and mail client materials in an accurate, complete and professional manner and obtain proper approval
• Account change confirmations
• Escalate discrepancies and customer inquiries in an accurate and timely manner
• Process operational settlement wires
• Monitor and track incoming and outgoing transfer of securities, verifying the accuracy of information completed by another colleague or vendor
• Prepare cost basis report for asset transfers and send to custodians for processing
• Prepare reporting, conduct reconciliations and validation requests
• Provide coverage for other operational staff during peak times and vacation
• Perform other duties as assigned

Required Qualifications

• 1+ years in the financial services industry with money‑movement transactions
• Positive and customer‑focused mindset with the ability to effectively influence others and use consultative skills to enrich the customer experience
• Strong active listening and problem‑solving skills, with persistent enthusiasm when interacting with customers and colleagues
• Ability to work independently and as part of a team, and to train and support other team members
• Demonstrated strong interpersonal, verbal, and written communication skills
• Proven ability to adapt to a fast‑paced, multi‑dimensional work environment using strong time‑management skills
• Detail‑oriented and goal‑oriented professional approach
• Ability to learn and use various computer‑based systems, including accounting systems like InnoTrust and Microsoft Office (Excel, Outlook, Word)

Preferred Qualifications

• Experience with the National Financial Services (NFS) system platform
• Private‑wealth business transactions for clients of $1 MM or higher
• Demonstrated stable work history
• Associate’s and/or bachelor’s degree

Hours & Work Schedule

Hours per week: 40

Work schedule: Monday – Friday

Pay

The salary range for this position is $21.64 – $25.00 per hour (approximately $45,011.20 – $52,000 annually), plus an opportunity to earn an annual discretionary bonus. Actual pay is based on factors such as budget, work location, and relevant skills and experience.

Benefits

We offer competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Citizens’ paid time‑off policy exceeds the mandatory paid sick or paid time‑away policies of all local and state jurisdictions in the United States.