The Assistant Trust Officer will support theadministration and management of trust accounts, ensuring compliance withregulatory requirements and company policies. This role involves assisting intrust ...
The Assistant Trust Officer will support theadministration and management of trust accounts, ensuring compliance withregulatory requirements and company policies. This role involves assisting intrust ...
The Assistant Trust Officer will support theadministration and management of trust accounts, ensuring compliance withregulatory requirements and company policies. This role involves assisting intrust ...
The Assistant Trust Officer will support theadministration and management of trust accounts, ensuring compliance withregulatory requirements and company policies. This role involves assisting intrust ...
The Assistant Trust Officer will support theadministration and management of trust accounts, ensuring compliance withregulatory requirements and company policies. This role involves assisting intrust ...
The Assistant Trust Officer will support theadministration and management of trust accounts, ensuring compliance withregulatory requirements and company policies. This role involves assisting intrust ...
Trust Administrator
Sioux Falls, SD · On-site
Advising the Trust Officer of any transaction problems and course of action to correct. * Assist in keeping all accounts files up to date. * Prepare annual administration reviews, risk reviews ...
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Trust Administrator
Sioux Falls, SD · On-site
Advising the Trust Officer of any transaction problems and course of action to correct. * Assist in keeping all accounts files up to date. * Prepare annual administration reviews, risk reviews ...
Trust Associate
Cleveland, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Trust Associate
Cleveland, OH · On-site
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Essential functions of position: * Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities ...
Assistant Trust Officer
$36K - $49K/yr
IRA, Agency, and trust administration. * Asset management of accounts. * Daily, monthly and annual operations. * Statement and account balancing, required minimum distributions, taxes, etc. * Filing ...
Assistant Trust Officer
$36K - $49K/yr
IRA, Agency, and trust administration. * Asset management of accounts. * Daily, monthly and annual operations. * Statement and account balancing, required minimum distributions, taxes, etc. * Filing ...
Trust Officer
Sioux Falls, SD · On-site
DOE The Role The Trust Officer will assist with the training and oversight of a small team of Trust Administrator(s) and/or Trust Administrative Assistant(s), as assigned to their team. Trust ...
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Trust Officer
Sioux Falls, SD · On-site
DOE The Role The Trust Officer will assist with the training and oversight of a small team of Trust Administrator(s) and/or Trust Administrative Assistant(s), as assigned to their team. Trust ...
Trust Officer
Henderson, NV · On-site
$70K - $80K/yr
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the funding on new accounts * Interacts frequently with subordinates ...
Trust Officer
Henderson, NV · On-site
$70K - $80K/yr
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the funding on new accounts * Interacts frequently with subordinates ...
Trust Officer
Henderson, NV · Hybrid
$70K - $80K/yr
Trust Officer Opportunity in Trust Services Premier Trust - Trust Officer Location: 2270 Corporate ... Establish and maintain client data Initiate and/or assist in the funding on new accounts Interacts ...
Trust Officer
Henderson, NV · Hybrid
$70K - $80K/yr
Trust Officer Opportunity in Trust Services Premier Trust - Trust Officer Location: 2270 Corporate ... Establish and maintain client data Initiate and/or assist in the funding on new accounts Interacts ...
Trust Officer
Greenfield, IN · On-site
SUMMARY The Trust Officer has a broad responsibility of focusing on the overall management and ... Collaborate with attorneys, CPAs, and other professionals. * Assist with estate planning strategies.
Trust Officer
Greenfield, IN · On-site
SUMMARY The Trust Officer has a broad responsibility of focusing on the overall management and ... Collaborate with attorneys, CPAs, and other professionals. * Assist with estate planning strategies.
Work with Tax Officers and trust counsel to resolve tax issues * Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to ...
Work with Tax Officers and trust counsel to resolve tax issues * Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to ...
Trust Officer
Greenfield, IN · On-site
Description SUMMARY The Trust Officer has a broad responsibility of focusing on the overall ... Collaborate with attorneys, CPAs, and other professionals. * Assist with estate planning strategies.
Trust Officer
Greenfield, IN · On-site
Description SUMMARY The Trust Officer has a broad responsibility of focusing on the overall ... Collaborate with attorneys, CPAs, and other professionals. * Assist with estate planning strategies.
Trust Officer
Henderson, NV · Hybrid
$70K - $80K/yr
Trust Officer Opportunity in Trust Services Premier Trust - Trust Officer Location: 2270 Corporate ... Initiate and/or assist in the funding on new accounts * Interacts frequently with subordinates ...
Trust Officer
Henderson, NV · Hybrid
$70K - $80K/yr
Trust Officer Opportunity in Trust Services Premier Trust - Trust Officer Location: 2270 Corporate ... Initiate and/or assist in the funding on new accounts * Interacts frequently with subordinates ...
Trust Officer
Henderson, NV · Hybrid
$70K - $80K/yr
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the funding on new accounts * Interacts frequently with subordinates ...
Trust Officer
Henderson, NV · Hybrid
$70K - $80K/yr
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the funding on new accounts * Interacts frequently with subordinates ...
Trust Officer
San Antonio, TX · On-site
Trust Officer Department: Argent Trust Supervisor: Market President General A Trust Officer manages ... Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants * Stay updated on ...
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Trust Officer
San Antonio, TX · On-site
Trust Officer Department: Argent Trust Supervisor: Market President General A Trust Officer manages ... Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants * Stay updated on ...
Trust Officer
Henderson, NV · On-site
Trust Officer Opportunity in Trust Services Premier Trust - Trust Officer Location(s): Las Vegas ... Initiate and/or assist in the marshalling and funding of new accounts. Interact frequently with ...
Trust Officer
Henderson, NV · On-site
Trust Officer Opportunity in Trust Services Premier Trust - Trust Officer Location(s): Las Vegas ... Initiate and/or assist in the marshalling and funding of new accounts. Interact frequently with ...
Trust Officer
Henderson, NV · On-site
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the marshalling and funding of new accounts. * Interact frequently with ...
Trust Officer
Henderson, NV · On-site
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the marshalling and funding of new accounts. * Interact frequently with ...
Trust Officer
Henderson, NV · On-site
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the marshalling and funding of new accounts. * Interact frequently with ...
Trust Officer
Henderson, NV · On-site
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the marshalling and funding of new accounts. * Interact frequently with ...
Trust Officer
Henderson, NV · On-site
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the marshalling and funding of new accounts. * Interact frequently with ...
Trust Officer
Henderson, NV · On-site
The Trust Officer is responsible for the administration of assigned accounts. Our selected ... Initiate and/or assist in the marshalling and funding of new accounts. * Interact frequently with ...
Assistant Trust Officer information
See salary details
$23K - $32.5K
4% of jobs
$32.5K - $42K
8% of jobs
$48.3K is the 25th percentile. Wages below this are outliers.
$42K - $51.5K
19% of jobs
The median wage is $56.4K / yr.
$51.5K - $61K
36% of jobs
$67.7K is the 75th percentile. Wages above this are outliers.
$61K - $70.5K
10% of jobs
$70.5K - $80K
7% of jobs
$80K - $89.5K
4% of jobs
$89.5K - $99K
4% of jobs
$99K - $108.5K
3% of jobs
$108.5K - $118K
2% of jobs
$118K - $127.5K
1% of jobs
$23K
$65.8K
$127.5K
How much do assistant trust officer jobs pay per year?
What are the key skills and qualifications needed to thrive as an Assistant Trust Officer, and why are they important?
What is the difference between Assistant Trust Officer vs Trust Officer?
| Aspect | Assistant Trust Officer | Trust Officer |
|---|---|---|
| Credentials | Typically requires a bachelor's degree, often with certifications like CTFA or CFP | Requires similar credentials, often with additional experience or certifications |
| Work Environment | Supports trust department activities, assisting senior staff in managing client accounts | Manages client relationships, makes trust decisions, and oversees trust administration |
| Employer & Industry Usage | Found in banks, trust companies, and financial institutions | Primarily employed in similar financial institutions, with more client-facing responsibilities |
The main difference is that the Assistant Trust Officer supports and assists the Trust Officer in managing trust accounts and client relationships, often handling administrative tasks. The Trust Officer has greater responsibility for decision-making, client interaction, and trust management. Both roles require relevant financial credentials and work within trust departments of financial institutions.
What are Assistant Trust Officers?
What are some common challenges an Assistant Trust Officer may face when managing multiple client accounts?
Other
Posted 4 days ago
Job description
ROLE OVERVIEW
PURPOSE OF JOB
South Dakota Trust Company's business is designed toaccommodate the needs and desires of wealthy clients, both domestically andinternationally, providing "flexible, cost- effective, service-oriented trustadministration" in the #1 rated domestic trust jurisdiction. SDTC's core focusis to serve families' individual goals, while preserving family wealth inperpetuity.Â
The Assistant Trust Officer will support theadministration and management of trust accounts, ensuring compliance withregulatory requirements and company policies. This role involves assisting intrust operations, client relationship management, and facilitating trusttransactions efficiently.
MAIN RESPONSIBILITIES AND DUTIES
- Assist in the administration of trust accounts, including record-keeping, asset management, and account reviews.
- Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards.
- Liaise with clients, beneficiaries, legal representatives, and other stakeholders to address inquiries and facilitate trust operations.
- Prepare trust-related documentation, reports, and correspondence as required.
- Monitor and review trust activities to ensure proper management and adherence to policies.
- Coordinate with internal departments such as legal, compliance, and finance to maintain trust integrity.
- Assist in trust account audits and periodic reporting.
ESSENTIAL REQUIREMENTS
- Bachelor's degree in finance, law, business administration, or a related field. (desired but not required).
- 0-3 years of experience in trust administration, fiduciary services, or related financial services.
- Knowledge of trust structures, estate planning, and relevant legal regulations.
- Strong analytical skills and attention to detail.
- Excellent communication and client service skills.
- Proficiency in trust management software and MS Office Suite.
- Ability to work independently and collaboratively in a team environment.
OUR COMMITMENT TO INCLUSION &WELLBEING
JTC is committed to fosteringa healthy, inclusive organisation where all individuals feel welcome and feelable to participate in the workplace fully. We value different perspectives,backgrounds and lived experiences. This includes supporting employee wellbeingso that people feel equipped to thrive.