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Trust Operations Analyst
First AmericanPosted 10/21/2026full-timeSanta Ana • California • United StatesMid-LevelSenior💰 $27 - $36 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust accounting functions, including cash processing, account reconciliations, and general ledger controls, while effectively managing operational issues and providing guidance to team members.
Highest-signal resume keywords
Trust Accounting SystemsAccount ReconciliationsCash ProcessingGeneral Ledger ControlsAnalytical Problem-Solving
About the role
Key responsibilities & impact- Lead or serve as subject matter expert for the department or function, providing backup support across functional areas
- Perform complex trust-accounting functions, including cash receipts, cash disbursements, income collection, trade settlement, and trust-accounting-system controls
- Perform monthly certifications and audits of critical general-ledger and other accounts
- Identify discrepancies for management review and correction
- Input accounting entries and prepare, balance, and reconcile daily blotters to the trust accounting system
- Balance and process checks
- Review and process reject items; receive, distribute, and file related documents
- Troubleshoot problems and ensure data integrity, including daily backups and preparation of systems for daily data transmission
- Prepare, control, and process complex disbursements, income, note and liability payments, and trust fees
- Process settlement instructions and settle funds for assigned accounts
- Answer questions, help resolve problems, and provide resources for less experienced employees
- Work on special projects assigned by the department manager
- Assist in creating and monitoring procedures
Requirements
What you’ll need- High School Diploma required
- Bachelor’s degree or equivalent combination of education and work experience preferred
- 4+ years in a Bank Trust department or at a Trust company in an operations role
- Experience working with trust accounting systems and trust-related transactions
- Strong understanding of trust operations, account reconciliations, settlements, cash processing, and general ledger controls
- Ability to identify, research, and resolve complex operational issues
- Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
- Ability to manage multiple priorities while maintaining accuracy in a deadline-driven environment
- Proficiency with Microsoft Office applications, particularly Excel
- Strong written and verbal communication skills and ability to provide guidance and training to less experienced team members
- Ability to work independently with limited supervision and exercise sound judgment in decision-making
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- PTO/paid sick leave
- Employee stock purchase plan
- Inclusive workplace culture
- Equal opportunity employment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust-Related TransactionsComplex DisbursementsIncome CollectionTrade SettlementData Integrity ManagementMonthly CertificationsAudit PreparationAccounting Entries InputCheck ProcessingSettlement Instructions Processing
Soft Skills
Attention to DetailOrganizational SkillsWritten CommunicationVerbal CommunicationGuidance and Training
Tools & Technologies
Microsoft OfficeExcel
Industry Keywords
Bank Trust DepartmentTrust Company OperationsOperational Issues ResolutionDeadline-Driven Environment