Trust Operations Specialist III

First American Bank

Trust operations specialist managing complex fiduciary transactions, tax reporting, audits, and controls. Supporting First American Bank’s wealth management operations and enterprise initiatives.

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Trust Operations, including complex transaction review, tax processing, and operational controls. Proficient in Trust Accounting Systems and Microsoft 365, with strong analytical and communication skills to support operational excellence.

Highest-signal resume keywords

Trust Operations ExperienceTrust Accounting Systems ProficiencyFIS AddVantage KnowledgeTax Processing CoordinationOperational Risk Mitigation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust OperationsTrust Accounting SystemsTax ProcessingOperational ControlsRoot-Cause AnalysisWorkflow ImprovementRegulatory ComplianceComplex Transaction ReviewEFTPS AdministrationData Analysis

Soft Skills

Professional CommunicationSound JudgmentMentoringCollaborationAdaptability

Tools & Technologies

Microsoft 365Microsoft AccessFIS AddVantageWealth Management Platforms

Certifications & Qualifications

Trust SchoolCTFA

Industry Keywords

Wealth ManagementFiduciary ServicesOperational Exception ManagementAudit CoordinationCompliance Reporting

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 activities
Review and approve complex trust operational transactions
Escalate and resolve complex account administration, asset transfer, settlement, and operational exception issues
Monitor operational controls, reconciliation exceptions, and risk mitigation practices
Lead testing, validation, and implementation of controls, workflows, and procedures
Coordinate annual tax processing for 1099-B, DIV, INT, 1099-R, 5498, and 1099-MISC forms
Coordinate complex tax reporting and resolve tax-related discrepancies
Generate monthly and quarterly Board, RCT, overdraft, and PCG reports
Analyze operational, compliance, and exception reporting and prepare recommendations for management
Coordinate audit request responses and remediation efforts
Monitor regulatory developments and assist with policy and procedure development
Serve as subject matter expert for fiduciary services, FIS AddVantage, and Investor’s View
Participate in system upgrades, conversions, vendor enhancements, and related testing
Develop system procedures and training documentation
Partner with vendors, IT, and business stakeholders
Serve as secondary project lead for department and corporate-wide initiatives
Mentor, train, and provide technical guidance to Trust Operations staff
Participate in cross-functional and strategic initiatives
Perform root-cause analysis and recommend workflow, policy, procedure, and system improvements

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
Proficiency with Microsoft 365 products and applications
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
Ability to learn new systems and applications and adapt to system upgrades
Professional written and verbal communication skills
Sound professional judgment and risk mitigation ability
Must be punctual
Occasional travel to other First American Bank locations, branches, functions, and training facilities required
First American Bank will not sponsor applicants for work visas
Ability to work Monday through Friday, 8:00 a.m. to 5:00 p.m.; additional hours may be required

Benefits

Comp & perks

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