ZipRecruiter

Log In

1

Assistant Trust Administrator Jobs (NOW HIRING)

Arden Trust Co

Trust Administrator II

Wilmington, DE · On-site

$60 - $75/hr

... assist clients with trust-related needs. Lead with Purpose. Partner with Impact. An ... experience. * 3 - 5 year's Trust Administrator experience. * Strong organizational and ...

INTRUST Bank

Administrator-Trust

Wichita, KS · On-site

... Assist with tax documentation, valuations, and regulatory filings. • Monitor account activity for compliance with trust provisions, applicable laws, and internal policies. • Support account ...

INTRUST Bank

Administrator-Trust

Wichita, KS

... Assist with tax documentation, valuations, and regulatory filings. • Monitor account activity for compliance with trust provisions, applicable laws, and internal policies. • Support account ...

INTRUST Bank NA

Administrator-Trust

Wichita, KS · On-site

$52 - $86/hr

The Trust Administrator provides essential support in the administration of personal and ... * Assist with tax documentation, valuations, and regulatory filings. * Monitor account activity ...

Kestra Holdings

Trust Administrator II

Wilmington, DE · On-site

... assist clients with trust-related needs. Lead with Purpose. Partner with Impact. An intermediate ... experience. * 3 - 5 year's Trust Administrator experience. * Strong organizational and ...

WSFS Bank

Corporate Trust Administrator

Wilmington, DE · On-site

$45K - $74K/yr

The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day ... Job Responsibilities: * Assist Relationship Manager with a book of accounts by performing duties ...

WSFS Bank

Corporate Trust Administrator

Wilmington, DE · On-site

$45K - $74K/yr

The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day ... Job Responsibilities: * Assist Relationship Manager with a book of accounts by performing duties ...

WSFS Bank

Corporate Trust Administrator

Wilmington, DE · On-site

$45K - $74K/yr

The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day ... Job Responsibilities: * Assist Relationship Manager with a book of accounts by performing duties ...

WSFS Bank

Corporate Trust Administrator

Wilmington, DE · On-site

$45K - $74K/yr

The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day ... Job Responsibilities: * Assist Relationship Manager with a book of accounts by performing duties ...

previous page

Showing results 41-60

All JobsLegal JobsLegal Specialist JobsAssistant Trust Administrator Jobs

Assistant Trust Administrator information

See salary details

$26K

$68.2K

$136.5K

How much do assistant trust administrator jobs pay per year?

As of Sep 6, 2026, the average yearly pay for assistant trust administrator in the United States is $68,215.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $80,500.00 per year, depending on experience, location, and employer.

What does an assistant trust administrator do?

An Assistant Trust Administrator supports the management of trusts by assisting with daily administrative tasks such as maintaining records, preparing reports, processing distributions, and communicating with clients and beneficiaries. They often work under the supervision of trust officers or senior administrators to ensure compliance with legal and regulatory requirements. Their role is crucial in providing operational support and ensuring that trust accounts are managed efficiently and accurately.

What are the key skills and qualifications needed to thrive as an assistant trust administrator?

To thrive as an Assistant Trust Administrator, you need a solid understanding of trust and estate administration, attention to detail, and typically a bachelor's degree in finance, business, or a related field. Familiarity with trust accounting software, document management systems, and compliance regulations is often required. Strong organizational skills, discretion, and effective communication with clients and colleagues set exceptional candidates apart. These skills are crucial for accurately managing trust assets, ensuring regulatory compliance, and maintaining client trust in sensitive financial matters.

What are some typical challenges faced by assistant trust administrators when managing multiple client accounts?

Assistant Trust Administrators often handle several client accounts simultaneously, which requires strong organizational skills and attention to detail. A common challenge is balancing competing deadlines for trust distributions, compliance reporting, and communication with beneficiaries. Staying up to date with evolving trust regulations and ensuring accurate record-keeping are also essential. Effective collaboration with senior trust officers, investment advisors, and legal professionals is vital to ensure all client needs are met in a timely and compliant manner.

What is the difference between Assistant Trust Administrator vs Trust Administrator?

AspectAssistant Trust AdministratorTrust Administrator
CredentialsTypically requires a bachelor's degree in finance, law, or related field; certifications like CTFA are commonRequires similar credentials, often with more experience and advanced certifications
Work EnvironmentSupports trust management teams, often in financial institutions or law firmsLeads trust management, overseeing complex trust portfolios and client relationships
ResponsibilitiesAssists with trust administration tasks, document preparation, and client communicationManages trust accounts, ensures compliance, and makes strategic decisions

The Assistant Trust Administrator typically supports trust teams with administrative tasks, while the Trust Administrator takes on more responsibility for managing trust portfolios and client relationships. Both roles require similar credentials and work in related environments, but the Trust Administrator holds a more senior position with greater decision-making authority.

More about Assistant Trust Administrator jobs

What cities are hiring for Assistant Trust Administrator jobs?

Cities with the most Assistant Trust Administrator job openings:

What are the most commonly searched types of Trust Administrator jobs?

The most popular types of Trust Administrator jobs are:

What states have the most Assistant Trust Administrator jobs?

States with the most job openings for Assistant Trust Administrator jobs include:

What job categories do people searching Assistant Trust Administrator jobs look for?

The top searched job categories for Assistant Trust Administrator jobs are:

Assistant Trust Administrator jobs near you
Infographic showing various Assistant Trust Administrator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $68,215 per year, or $32.8 per hour.

Trust Administrator- 3633588

AMS Staffing, Inc.

Cleveland, OH • On-site

$85K - $95K/yr

Full-time

Re-posted 24 days ago

Job description

Job Title: Trust Administrator

Location: Cleveland OH 44114

Salary/Payrate: $85K-$95K annually and AWESOME benefits!!!

Work Environment:  Onsite

Term: Permanent / Fulltime

Bachelor’s degree required:  No

Referral Fee: AMS will pay $500 should the person you refer gets hired


JOB DESCRIPTION

Trust Administrator:

  • Coordinate with the attorney on preparation of trust summary for file.
  • Confirm copy of trust instrument is in physical and digital file and coordinate with attorney’s assistant as needed to ensure documents are in file as required.
  • Prepare correspondence and communicate directly with the client, trust beneficiaries, financial institutions, and other parties regarding trust matters as authorized by attorney.
  • Request all documentation needed from client and financial institutions regarding asset information and potential liabilities.
  • Note location of Tangible Personal Property stored in house in Centerbase and assist with ensuring Tangible Personal Property is (1) stored appropriately, and (2) distributed in accordance with estate plan and consistent with firm policy.
  • Complete Form 56, any necessary requests for income, gift tax, or business returns or transcripts as instructed by attorney, prepare Form SS-4 and tax authorizations to obtain tax ID, prepare Form 2848, and any other requests for tax information.
  • Prepare required trust notices to beneficiaries.
  • Prepare Trustee acceptance and resignation documents.
  • Prepare Certifications of Trust.
  • Prepare asset and liabilities spreadsheet for tracking of the same.
  • Start trust accounting in GEMS or FAS. (will be trained)
  • Run EVP reports and other date of death valuations as needed for non-probate assets. Communicate appropriate basis information to appropriate parties in accordance with attorney instruction and ensure appropriate step-up in cost basis occurs.
  • Assist in locating and making contact with qualified appraisers for valuations.
  • Confirm insurance coverage for trust assets.
  • Prepare documents for transfers of real property to and from trust as instructed by attorney.
  • Calendar all deadlines and reminders in conjunction with Group Probate Paralegal and Income Tax Preparer, if applicable. Also make sure income tax deadlines are on the Master Tax List.
  • Provide updates to Group members throughout the trust’s administration to allow necessary information sharing among assigned Group.
  • Meet periodically with attorney(s), Probate Paralegal, and Income Tax Preparer to ensure tasks are being completed in a timely manner and to assist as needed to ensure deadlines are met.
  • Collect and maintain all information for preparation of trust accountings, annual Trustee’s report, and income tax returns.
  • Request all backup documentation relating to trust property for estate tax return or gift tax returns, if applicable, and provide to internal and external preparer in a timely manner.
  • Work with financial institutions, government agencies, and insurance companies to collect necessary asset information and resolve any related issues.
  • Assist client in contacting financial institutions or other entities for necessary change of ownership forms and documentation to ensure transfer of assets to beneficiaries.
  • In conjunction with the Probate Paralegal, Income Tax Preparer, and Tax Assistant, prepare trust accountings and Forms 1041.
  • Prepare distribution schedule for divisions of trust assets and assist fiduciary in distributing assets as needed. Preparation of RRI and settlement agreements should be prepared by an attorney.
  • Maintain accounting records
  • Assist Trustee with preparation of the following:
  • Distributions to beneficiaries and on their behalf (bill payment, payment of real property taxes, etc.)
  • Estimated income tax payments (in coordination with Income Tax Preparer and attorney)
  • Payment of Trustee fees
  • Investment review meetings
  • Meetings with beneficiaries