How to hire a trust operations assistant

How to hire a trust operations assistant, step by step

Here's a step-by-step trust operations assistant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a trust operations assistant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new trust operations assistant
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a trust operations assistant, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A trust operations assistant's background is also an important factor in determining whether they'll be a good fit for the position. For example, trust operations assistants from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of trust operations assistants and their corresponding salaries.

   Type of Trust Operations Assistant	Description	Hourly rate
   Trust Operations Assistant	Secretaries and administrative assistants perform clerical and administrative duties. They organize files, prepare documents, schedule appointments, and support other staff.	$11-25
   Operations Coordinator	An operations coordinator's role is to oversee the progress of various departments in a company or organization, ensuring that all operations meet the set goals and adhere to the company's policies and regulations. An operations coordinator may also be responsible for supervising the procurement of supplies, contract negotiations, sales monitoring, and even maintenance operations within the company... Show more	$14-27

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Operations Support
   • Trust Accounts
   • Client Accounts
   • Account Maintenance
   • Provides Administrative Support
   • ACH
   • Real Estate
   • External Clients
   • Wire Transfers
   • Bill Payments
   • Travel Arrangements
   • Administrative Functions
   • Financial Transactions

   Check all skills

   Responsibilities:

   • Demonstrate ability to manage and organize clinical setting for patients and families.
   • Reconcile and analyze a multitude of reports in updating revenue-reporting process within Salesforce in order to implement an accurate billing process.
   • Reconcile co-op advertising market reports quarterly A/R analysis control major customer accounts

3. Make a budget

   Including a salary range in your trust operations assistant job description is a great way to entice the best and brightest candidates. A trust operations assistant salary can vary based on several factors:

   • Location. For example, trust operations assistants' average salary in oklahoma is 44% less than in new york.
   • Seniority. Entry-level trust operations assistants earn 57% less than senior-level trust operations assistants.
   • Certifications. A trust operations assistant with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a trust operations assistant's salary.

   Average trust operations assistant salary

   $35,709yearly

   $17.17 hourly rate

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   Entry-level trust operations assistant salary

   $23,000 yearly salary

   Updated December 16, 2025

4. Writing a trust operations assistant job description

   A good trust operations assistant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a trust operations assistant job description:

   Trust operations assistant job description example

   Atlantic | Pacific Companies is a dynamic industry leader, with a growing and diverse portfolio of properties throughout Florida, Georgia, Texas, California, and North Carolina.
   
   We are looking for passionate people who enjoy challenges and helping others. Does this sound like you? Join us!
   Competitive hourly pay
   100% Employer Provided Health Insurance, Life Insurance, and Long Term Disability
   Dental and Vision Insurance
   Flexible Spending Accounts
   Paid Time-Off/Holidays
   401(k) Retirement Plan
   Employee Referral Program
   Employee Assistance Program
   Employee Discounts Program Company Website: www.apcompanies.com Essential Functions: Deliver strategic projects for leadership that provide key business insights for high-priority initiatives. Evaluate work completed by properties in assigned markets, verify the content, communication results, and confirm that business processes are being followed. This evaluation of completed work includes, but is not limited to, lease contracts and application materials, ledger accuracy, and any other stored work that can be reviewed, evaluated, and reported upon. Conduct in-depth analysis of our business processes and develop deep understanding of key value drivers to identify improvements areas and opportunities. Provide support and guidance to on-site personnel, regional management team, and corporate personnel sharing knowledge and working towards a common goal. Monitor property compliance of all local, state and national licenses, permits and contracts Perform on-site file audits to identify areas of risk and actions needed to achieve compliance. Assist in developing and implementing programs, projects, and initiatives that enhance overall business operations, communication, and workflow efficiencies. Work closely with corporate personnel in a variety of departments and key positions in the assigned markets. Performs other tasks as required. Skills and Abilities: Highly analytical with experience decomposing and solving problems. Attention to detail is essential in ensuring the accuracy and integrity of the data across all areas and systems utilized in the day-to-day operations. Ability to pull and comprehend reports from Property Management Software. Intermediate to advanced proficiency in Microsoft Excel. Independently capable of seeking information, solving conceptual problems, corralling resources, and delivering results in challenging situations. Motivated to work collaboratively in a fast-paced, ever-changing environment. Strong organizational, interpersonal and multi-tasking skills. Ability to provide clear and concise direction, both written and verbal. Company DescriptionAtlantic | Pacific Companies is a fourth-generation real estate company with expertise in acquisitions, development, property management, and investments. With offices in Florida, Georgia, Texas, and California, our team utilizes decades of experience and thorough marketplace knowledge to develop and manage a wide array of properties across the country.
   
   Our associates specialize in both established and growing marketplaces. We treat every investment with a disciplined approach that creates significant and sustainable value for our clients.

   Copy this example

   

5. Post your job

   To find the right trust operations assistant for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with trust operations assistants they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit trust operations assistants who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your trust operations assistant job on Zippia to find and recruit trust operations assistant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with trust operations assistant candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new trust operations assistant

   Once you've found the trust operations assistant candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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