Operations Associate at TrustBank

Description: JOB TITLE: OPERATIONS ASSOCIATEDEPARTMENT: WEALTH MANAGEMENT REPORTS TO: OPERATIONS TEAM LEADFLSA STATUS: NON-EXEMPTTYPE OF POSITION: FULL TIMEJob SummaryThe Trust Operations Associate provides essential support to Trust Officers and the Operations Team Lead by performing a variety of tasks within Trust Operations. This role involves utilizing the Trust system and other computer applications and serves as a backup banker for the bank.Duties and ResponsibilitiesProcess daily transactions including bill payments, ACH transfers, wire transfers, and deposits for the Trust teamOpen and set up new trust accountsEstablish and maintain records for interested partiesCoordinate asset transfers and perform reconciliationPreparation of the Incoming Asset ReportExecute maintenance updates and changes to account informationSet up new assets within the Trust systemReconcile the Trust checking accountManage and process incoming mailHandle the termination and closing of trust accountsManage operations workflow and inboxOther duties as assignedQUALIFICATIONS and KEY ATTRIBUTESTo perform this job successfully, an individual must be effective in client relationship servicing and development. You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Travel across regional locations may occur. WORKING CONDITIONS and ESSENTIAL FUNCTIONSThe position is Monday through Friday, typically from 8AM - 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be located 14631 N Scottsdale Rd Ste. 100 Scottsdale, AZ 85254. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public. TRUSTBANK CORE VALUESEmbrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.COMPENSATION AND BENEFITSThe estimated hourly rate for this position is $24.00-$32.00/per hour, along with the eligibility for a discretionary annual bonus. Pay rate may vary based on the candidate's qualifications skills, and experience. Our generous employee benefits details may be found on our bank's website. DISCLOSURESTrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Revised: October 22, 2025 Requirements: EDUCATION and/or EXPERIENCEHigh School diploma or GEDOne to three years' experience in Trust Operations REQUIRED SKILLS and ABILITIESKnowledge of trust operationsSkilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.Attention to detail and accuracyAbility to work under daily deadlinesExcellent communications skills in establishing priorities and setting deadlines for critical responsibilities under managementRecognizes the importance of customer service and has the ability to work with Internal and External customers to deliver exceptional serviceTECHNICAL SKILLSProficiency in MS Office 365, Excel skills are particularly important for data entry, management and analysis, planning software, and report preparation. Familiarity with software applications in the trust administration space, CRMs, or financial operations are ideal. The ability to quickly learn and adapt around new software is essential.Compensation details: 24-32 Hourly WagePI4d36ca53b6ad-3789