This position may be filled as an Associate Level or Specialist Level I. Additional responsibilities and qualifications apply.
The responsibilities of this position include supporting Wealth Firm Operations across multiple functions while developing subject matter knowledge within assigned operational areas. Daily work may rotate among the department’s sub‑units to build broad operational expertise. This position provides exposure to core Firm Operations processes and supports the development of a long‑term career path within the function.
Responsibilities- Assist with trade settlement, cash movement, and reconciliation processes.
- Monitor the daily transaction flows to ensure accuracy, completeness, and timeliness.
- Support account opening, maintenance, and closure activities in accordance with operational requirements.
- Maintain client and account records within internal systems to ensure data accuracy and integrity.
- Perform data entry, validation, and quality control checks to comply with firm standards.
- Generate operational reports and dashboards for management review and process monitoring.
- Provide back-office support to advisors and relationship managers by resolving operational inquiries.
- Coordinate with custodians, banks, and counterparties to resolve processing issues.
- Serve as a floater to support multiple operational sub-units during absences or peak workload periods.
- Learn multiple operational functions to ensure broad transactional coverage capability.
- Associates are expected to perform all additional duties as assigned.
Wealth Firm Operations Associate Qualifications:
- 2 years of experience in the financial services industry -OR-
- Associate's degree in a business or related discipline such as accounting, business administration, or finance
- Shows aptitude for attention to detail and accuracy in handling financial data
- Ability to adapt quickly to shifting priorities and tasks
- Effective communication skills for liaising with internal teams and external partners
- Proficiency in Microsoft Excel, reporting tools, and core operations systems
Wealth Firm Operations Specialist I Qualifications:
- High School Diploma or GED and 4 or more years of experience in the financial services industry -OR-
- High School Diploma or GED and 2 years of experience in a similarly situated wealth management operations department -OR-
- Associate's Degree in business or a related field of study such as accounting or finance and 1 year of experience in financial services -OR-
- Bachelor's Degree in business or a related field of study such as accounting or finance and 1 year of experience in financial services
- Shows aptitude for attention to detail and accuracy in handling financial data
- Ability to adapt quickly to shifting priorities and tasks
- Effective communication skills for liaising with internal teams and external partners
- Strong attention to detail and accuracy in handling financial data
- Knowledgeable in Microsoft Excel, reporting tools, and core operations systems
Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use a computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.
Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Skills Required
- Two years of experience in the financial services industry, or an associate's degree in business, accounting, finance, or a related discipline for the Associate level.
- High school diploma or GED and four or more years of financial services experience for the Specialist I level.
- High school diploma or GED and two years of experience in a similarly situated wealth management operations department for the Specialist I level.
- Associate's degree in business or a related field and one year of financial services experience for the Specialist I level.
- Bachelor's degree in business or a related field and one year of financial services experience for the Specialist I level.
- Attention to detail and accuracy in handling financial data.
- Ability to adapt quickly to shifting priorities and tasks.
- Effective communication skills for liaising with internal teams and external partners.
- Proficiency or knowledge of Microsoft Excel, reporting tools, and core operations systems.
- Ability to sit for long periods and use a computer keyboard or mouse while viewing screens.
Trustmark Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Trustmark Bank and has not been reviewed or approved by Trustmark Bank.
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Retirement Support — Offerings include a 401(k) with company match and an employee stock purchase plan, supporting long‑term savings and retirement readiness.
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Leave & Time Off Breadth — Paid vacation, sick leave, and defined holidays provide predictable time away and help balance work and life.
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Wellbeing & Lifestyle Benefits — Banking perks, tuition reimbursement, and structured training and development add non‑cash value beyond base pay.
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