Trust Operations Associate

Job Description

Job Description

Trust Operations Associate – High-Growth Startup

Reno, NV (In-office role)

About the Role

Our client, a fast-growing startup in the trust services industry, is seeking a trust operations associate to join their team. This is an exciting opportunity for a driven professional who thrives in a dynamic, entrepreneurial environment and wants to be part of building something from the ground up.

This role offers hands-on experience in trust operations, process improvement, and the ability to directly impact the firm's growth. The ideal candidate is scrappy, adaptable, collaborative, a self-starter, and energized by problem-solving in a high-growth setting.

This is a full-time, in-person position based in the Greater Reno Area. The role requires a proactive, solutions-oriented mindset and the ability to pivot quickly as the company scales. The position is five days a week in the office, with long hours as needed to support the firm's expansion.

Responsibilities

• Oversee daily trust operations, including cash movement, account reconciliations, and transaction processing.
• Maintain and monitor trust accounts to ensure accuracy, compliance, and regulatory adherence.
• Process distributions, contributions, and account transfers in coordination with internal teams and external custodians.
• Partner with trust officers, accountants, and custodians to resolve operational issues and streamline workflows.
• Monitor account activity for accuracy, risk management, and compliance, escalating issues as needed.
• Manage trust-related records and documentation, ensuring data integrity and proper audit trails.
• Contribute to the development and improvement of trust operations policies, procedures, and system enhancements.
• Participate in system testing, automation projects, and the implementation of operational technology improvements.
• Support new account onboarding, verifying documentation, and ensuring seamless setup.
• Collaborate with compliance and risk management teams to uphold regulatory standards.

Qualifications

Why Join