Job Summary:
The Trust Operations/Compliance Specialist supports the Trust & Wealth Management Department through a combination of operational, compliance, and risk management responsibilities. This role helps ensure department activities are conducted in accordance with policies, procedures, and regulatory requirements while supporting efficient trust operations and continuous process improvement.
This position is ideal for someone who is analytical, detail-oriented, organized, and interested in developing expertise in trust operations, fiduciary compliance, and risk management.
Primary Duties /Responsibilities:
- Conduct compliance testing, monitoring, and risk assessments within the Trust & Wealth Management Department.
- Review processes and activities for adherence to policies, procedures, and regulatory requirements.
- Document findings, track corrective actions, and monitor resolution of identified issues.
- Create and maintain reports, tracking tools, procedures, and process documentation.
- Assist with trust operations activities and provide backup support for operational functions.
- Support management reporting, department projects, and process improvement initiatives.
- Collaborate with trust officers, operations staff, and compliance personnel to address findings and strengthen controls.
- Assist with trust tax-related activities and other departmental responsibilities as assigned.
Qualifications:
Required
- Associate degree in Business, Finance, Accounting, or a related field, or equivalent experience.
- Strong analytical, organizational, and problem-solving skills.
- Excellent attention to detail and accuracy.
- Effective written and verbal communication skills.
- Proficiency with Microsoft Office applications, including Excel.
Preferred
- Bachelor's degree in a related field.
- Banking, trust operations, compliance, auditing, or financial services experience.
- Experience with compliance testing, quality control, risk assessments, or operational reviews.
This is a Full-Time Position
Hilltop Bank is an EEO Employer
No established salary range