Trust Operations Specialist III

First American Bank

Senior trust operations specialist managing fiduciary transactions, tax reporting, audits, and controls. Supporting Wealth Management operations at community bank First American Bank.

Posted 8/19/2026full-timeRemote • Wisconsin • 🇺🇸 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 risk mitigation. Proficient in Trust Accounting Systems and capable of leading initiatives that enhance operational efficiency and reporting.

Highest-signal resume keywords

Trust Operations ExpertiseTrust Accounting SystemsOperational Risk MitigationFIS AddVantage ProficiencyProfessional Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational ControlsTax Reporting ComplianceComplex Transaction ReviewRoot-Cause AnalysisWorkflow RedesignAudit CoordinationData AnalysisSystem Procedures DevelopmentEFTPS AdministrationRegulatory Monitoring

Soft Skills

Interpersonal SkillsProfessional DemeanorSolutions-Focused ApproachSound Professional JudgmentAdaptability

Tools & Technologies

Microsoft 365Microsoft AccessFIS AddVantageInvestor’s ViewWealth Management Platforms

Certifications & Qualifications

Bachelor’s DegreeTrust School CertificationCTFA Certification

Industry Keywords

Wealth ManagementTrust OperationsBankingTax ProcessingCompliance

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 controls, review reconciliation exceptions, and direct corrective actions
Lead testing, validation, 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 reporting discrepancies and recommend procedural enhancements
Generate monthly and quarterly Board, RCT, overdraft, and PCG reports
Analyze operational, compliance, and exception reporting to identify trends and risks
Prepare summaries, recommendations, metrics, and Board reporting materials for management
Coordinate audit request responses and remediation efforts
Monitor regulatory developments and recommend procedural modifications
Assess operational risks 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, 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
Participate in cross-functional initiatives, committees, and operational working groups
Identify process improvements and perform root-cause analysis
Support workflow redesign and strategic Wealth Management and Trust Operations initiatives

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
Professional communication skills with internal and external contacts
Ability to communicate effectively in written formats, 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 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
Monday–Friday availability, typically 8:00 a.m.–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
Applicants must be able to work in the United States; First American Bank will not sponsor work visas

Benefits

Comp & perks

Career growth and stability
Development opportunities and special programs
Advancement opportunities
Full range of benefits for full-time employees
Additional compensation opportunities may be available
Community involvement opportunities