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Senior Trust Operations Officer

Adams Inc · adams-inc.com
AzOn-siteSenior5+ yrs
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Straight from the company’s own careers site.

The job in short

Trust operations administration and oversight for wealth management accounts.

TaxCompliance

Details

Found
21 d ago · posted 2026-10-14
Location
AZ

Full description

TRAZ71098 – Senior Trust Operations Officer – Phoenix, AZ We are seeking a Senior Trust Operations Officer to join a well-established Wealth Management team in the Phoenix, Arizona area. This position oversees complex trust operations, including account administration, asset transfers, wires, ACH transactions, reconciliations, and tax withholding. Responsibilities include resolving operational issues, ensuring compliance with fiduciary standards and internal controls, improving processes, managing workflow, and providing guidance and training to team members. The ideal candidate will have 5+ years of trust operations or related financial services experience; a CTOP (Certified Trust Operations Professional) or CSOP (Certified Securities Operations Professional) is preferred; and strong technical and problem-solving skills, with the ability to work independently and exercise sound judgment. For more information on this position or others we have available, please contact Ann Leise at (402) 934-3339 or email: [email protected].

All Adams Inc jobs · Senior and manager-level jobs in Az, Arizona · Senior roles at Adams Inc

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