Operations Associate

Job Description

Job Description

Description :

JOB TITLE : OPERATIONS ASSOCIATE

DEPARTMENT : WEALTH MANAGEMENT

REPORTS TO : OPERATIONS TEAM LEAD

FLSA STATUS : NON-EXEMPT

TYPE OF POSITION : FULL TIME

Job Summary

The 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 Responsibilities

• Process daily transactions including bill payments, ACH transfers, wire transfers, and deposits for the Trust team
• Open and set up new trust accounts
• Establish and maintain records for interested parties
• Coordinate asset transfers and perform reconciliation
• Preparation of the Incoming Asset Report
• Execute maintenance updates and changes to account information
• Set up new assets within the Trust system
• Reconcile the Trust checking account
• Manage and process incoming mail
• Handle the termination and closing of trust accounts
• Manage operations workflow and inbox
• Other duties as assigned

QUALIFICATIONS and KEY ATTRIBUTES

To 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 FUNCTIONS

The 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 VALUES

Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

The 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. https : / / trustbank.net / company / career -opportunities

DISCLOSURES

TrustBank 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 EXPERIENCE

REQUIRED SKILLS and ABILITIES

TECHNICAL SKILLS

Proficiency 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.