Trust Operations Specialist

About the role

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.

Responsibilities

• 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
  • 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
• 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

Requirements

• 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

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.

Schedule

Regular business hours, Monday through Friday.

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.

Equal Opportunity, Affirmative Action Employer

Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

Learn More

To learn more about Security National Bank, visit https://www.snbonline.com/mattertoday.

Location

Sioux City, IA