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Description We are looking for a motivated and detail-oriented Trust Associate to manage daily trust operations and ensure compliance with regulatory standards. This position is ideal for professionals who excel in maintaining operational efficiency while fostering strong client relationships. The role involves coordinating with various teams and stakeholders to improve workflows and uphold fiduciary integrity.

Responsibilities:

• Manage daily trust operations, including account setup, maintenance, and accurate reporting.

• Oversee the processing of transactions, such as asset transfers, cash movements, and fee assessments.

• Coordinate with internal teams to ensure timely execution of trust-related activities.

• Administer trust accounts by handling onboarding, annual reviews, valuations, and distributions.

• Develop and enhance operational workflows, documentation practices, and internal controls.

• Prepare materials and reports for quarterly Trust Committee and Board meetings.

• Ensure compliance with federal, state, and industry regulations governing trust services.

• Maintain and update compliance programs, policies, and training materials to align with regulatory standards.

• Collaborate with investment, tax, and leadership teams to streamline processes and drive efficiency.

• Stay informed about changes in fiduciary standards, trust laws, and regulatory requirements. Requirements • Minimum of 2 years of experience in trust operations or a related field.

• Strong expertise in relationship management and client relations.

• Proficiency in financial planning and portfolio administration.

• Familiarity with estate administration and regulatory compliance.

• Excellent organizational and multitasking skills to manage complex workflows.

• Ability to work collaboratively with cross-functional teams.

• Knowledge of fiduciary standards and trust-related regulations.

• Strong communication skills for preparing reports and facilitating stakeholder interactions.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .