Trust Operations Specialist

Security National Bank•Sioux City, IA

3d•Onsite

About The Position

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.

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

Responsibilities

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
Monitor automated fee processing to ensure timely and accurate collections
Maintain and update fee schedules in alignment with account agreements and policies
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
Generate and review conflict of interest reports to support compliance standards
Conduct vault inventory procedures in accordance with internal controls and audit requirements