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Trust Securities Specialist - Operations & Client Service
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-09-09
Listing for:
Exchange Bank
Full Time
position Listed on 2026-09-09
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Exchange Bank in Santa Rosa, CA is seeking a Trust Specialist II to support account maintenance and trust administration. You will collaborate with Trust Officers and Operations to ensure smooth processing of transactions and inquiries.
The role emphasizes cash management, account setup/closure, and accurate record-keeping, with a focus on client service and compliance. A2-year admin background and MS Office skills are expected.
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