Trust Operations Specialist

Frost • San Antonio, TX

3d

About The Position

The Trust Operations Specialist supports trust operations by completing tasks that help deliver a seamless trust experience. The role balances reports, validates transactions, maintains accurate trust-system records, and monitors checks disbursed into trust accounts. The specialist is expected to work efficiently and demonstrate integrity, caring, and excellence.

Requirements

• At least 2 years of financial operations experience or an associate’s degree in a related field.
• Excellent written and verbal communication skills.
• Organizational skills.
• Proficiency in Microsoft applications.

Responsibilities

• Balance reports and validate transaction totals to verify account reconciliation.
• Maintain information within trust systems to preserve the accuracy and completeness of records.
• Monitor checks disbursed into trust accounts to ensure transactions are accurately processed.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree