Trust Operations Specialist III

First American Bank

Trust operations specialist managing complex fiduciary transactions, tax reporting, audits, and controls. Supporting Wealth Management operations for First American Bank, a community bank serving Illinois, Wisconsin, and Florida.

Posted 8/19/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorLead💰 $81,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Trust Operations and Wealth Management, with a strong focus on operational controls, compliance, and tax processing. Proficient in Trust Accounting Systems and capable of leading initiatives that enhance efficiency and mitigate risk.

Highest-signal resume keywords

Trust Operations ExperienceTrust Accounting SystemsFIS AddVantage ProficiencyTax Processing CoordinationOperational Controls Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust OperationsTax ReportingOperational ControlsRisk MitigationRoot-Cause AnalysisTrust Accounting SystemsEFTPS AdministrationCompliance ReportingSystem Procedures DevelopmentWorkflow Improvement

Soft Skills

Professional CommunicationInterpersonal SkillsSolutions-Focused ApproachSound Professional JudgmentAdaptability

Tools & Technologies

Microsoft 365Microsoft AccessFIS AddVantageWealth Management Platforms

Certifications & Qualifications

Bachelor’s DegreeTrust School CertificationCTFA Certification

Industry Keywords

Wealth ManagementTrust OperationsTax ComplianceOperational Exception ManagementFiduciary Services

About the role

Key responsibilities & impact

Support Wealth Management and Trust Operations as a senior operational resource and subject matter expert
Serve as an authorized signatory for Trust-related distribution disbursements
Coordinate EFTPS administration and processing for tax reporting and compliance
Review and approve complex trust operational transactions
Escalate and resolve complex account administration, asset transfer, settlement, and operational exception issues
Monitor operational controls, reconciliations, risk mitigation, and corrective actions
Lead testing and implementation of operational controls, workflows, and procedures
Coordinate annual tax processing for 1099-B, DIV, INT, 1099-R, 5498, and 1099-MISC forms
Research and resolve tax-related operational issues and reporting discrepancies
Generate monthly and quarterly Board, RCT, overdraft, and PCG reports
Analyze operational, compliance, and exception reporting and develop metrics
Prepare summaries and recommendations for senior management and Wealth Management leadership
Coordinate audit request responses and remediation efforts
Monitor regulatory developments and recommend procedural modifications
Serve as subject matter expert for fiduciary services, FIS AddVantage, and Investor’s View
Participate in system upgrade, conversion, and vendor enhancement testing
Develop system procedures and training documentation
Partner with vendors, IT, and business stakeholders on system initiatives
Serve as secondary project lead for department and corporate-wide initiatives
Mentor, train, and provide technical guidance to Trust Operations staff
Assist with departmental goals, procedures, and operational priorities
Identify efficiency, accuracy, control, customer service, workflow, policy, procedure, and system improvements
Perform root-cause analysis and recommend sustainable solutions
Participate in strategic initiatives supporting Wealth Management and Trust Operations growth

Requirements

What you’ll need

High school diploma or equivalent required
Bachelor’s degree preferred
Trust School or CTFA preferred
Minimum of seven years of experience in banking with a concentration in Trust operations
Experience with Trust Accounting Systems required
FIS AddVantage experience preferred
Professional communication skills with internal and external contacts
Effective written communication, including emails, letters, and electronic platforms
Professional demeanor, appearance, and presence
Exemplary interpersonal skills and a constructive, solutions-focused approach
Sound professional judgment and risk mitigation ability
Proficiency with Microsoft 365 products and applications
Ability to learn and adapt to new systems, applications, and workflows
Working knowledge of Microsoft Access or database experience
Knowledge of Trust Accounting Systems and operational applications
Experience with FIS AddVantage and related Wealth Management platforms preferred
Professional judgment when using AI-enabled tools, including validating outputs and following organizational AI policies
Typical availability Monday through Friday, 8:00 a.m. to 5:00 p.m.; additional hours may be required
Punctuality required
Occasional travel to other First American Bank locations, branches, functions, and training facilities required
First American Bank will not sponsor applicants for work visas

Benefits

Comp & perks

Full range of benefits for full-time employees
Career advancement opportunities
Development opportunities and special programs
Community involvement opportunities
Additional compensation opportunities may be available
ADA application accommodations