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Assistant Trust Officer Jobs (NOW HIRING)

Exchange Bank

Trust Specialist

Santa Rosa, CA · On-site

$26 - $33/hr

Support Trust Officers with the administration of complex trust, estate, and investment accounts. * Manage daily cash flow and bill payment functions for assigned accounts. Forecast client cash needs ...

Exchange Bank

Trust Specialist

Santa Rosa, CA · On-site

$26 - $33/hr

Support Trust Officers with the administration of complex trust, estate, and investment accounts. * Manage daily cash flow and bill payment functions for assigned accounts. Forecast client cash needs ...

Exchange Bank

Trust Specialist

San Rafael, CA · On-site

$26 - $33/hr

Support Trust Officers with the administration of complex trust, estate, and investment accounts. * Manage daily cash flow and bill payment functions for assigned accounts. Forecast client cash needs ...

THE BANK OF COMMERCE

Assistant Trust Officer

Idaho Falls, ID · On-site

$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 ...

Osaic

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 ...

Trident Trust

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 ...

Osaic

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 ...

Argent Financial Group

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 ...

Osaic

Trust Officer

Henderson, NV

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 ...

Osaic

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 ...

Osaic

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 ...

Osaic

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 ...

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Assistant Trust Officer information

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$23K

$65.8K

$127.5K

How much do assistant trust officer jobs pay per year?

As of Jun 13, 2026, the average yearly pay for assistant trust officer in the United States is $65,810.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,500.00 and $73,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Assistant Trust Officer, and why are they important?

To thrive as an Assistant Trust Officer, you need a solid understanding of trust administration, fiduciary regulations, and financial services, often supported by a bachelor’s degree in finance, business, or a related field. Familiarity with trust accounting software, document management systems, and possibly certifications like Certified Trust and Fiduciary Advisor (CTFA) are valuable. Strong attention to detail, communication skills, and discretion are essential soft skills for managing sensitive client information and collaborating with internal teams. These competencies ensure accurate trust administration, regulatory compliance, and the building of trusted client relationships.

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

AspectAssistant Trust OfficerTrust Officer
CredentialsTypically requires a bachelor's degree, often with certifications like CTFA or CFPRequires similar credentials, often with additional experience or certifications
Work EnvironmentSupports trust department activities, assisting senior staff in managing client accountsManages client relationships, makes trust decisions, and oversees trust administration
Employer & Industry UsageFound in banks, trust companies, and financial institutionsPrimarily 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?

Assistant Trust Officers are professionals who support the management and administration of trust accounts within financial institutions, such as banks or trust companies. They assist Trust Officers in ensuring that trusts are managed according to legal requirements and client instructions. Their duties often include preparing documentation, maintaining records, communicating with clients and beneficiaries, and coordinating with other departments. Assistant Trust Officers play a key role in ensuring trust operations run smoothly and that client interests are protected.

What are some common challenges an Assistant Trust Officer may face when managing multiple client accounts?

Assistant Trust Officers often juggle several client accounts simultaneously, which requires strong organizational skills and attention to detail. Common challenges include prioritizing tasks during busy periods, ensuring compliance with regulatory requirements, and effectively communicating with clients and beneficiaries. Proactive time management and using trust management software can help address these issues. Collaboration with senior officers and other departments is also key to successfully resolving client inquiries and maintaining high service standards.
More about Assistant Trust Officer jobs
What cities are hiring for Assistant Trust Officer jobs? Cities with the most Assistant Trust Officer job openings:
What are the most commonly searched types of Trust Officer jobs? The most popular types of Trust Officer jobs are:
What states have the most Assistant Trust Officer jobs? States with the most job openings for Assistant Trust Officer jobs include:
What job categories do people searching Assistant Trust Officer jobs look for? The top searched job categories for Assistant Trust Officer jobs are:
Assistant Trust Officer jobs near you
Infographic showing various Assistant Trust Officer job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, 7% Part Time, and 4% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $65,810 per year, or $31.6 per hour.
Trust Associate

Trust Associate

Johnson Investment Counsel, Inc.

Cleveland, OH • On-site

Full-time

Posted 11 days ago

Job description

Job Title:
Trust Associate
Date:
June 2026
Department
Trust
Reports To:
Trust Officer
FLSA Classification:
Exempt
Summary / objective of position:
This position will be located in Cleveland or Cincinnati. location is TBD. Support Trust Officers in administration of JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws. Assisting Trust Officers in managing JTC accounts in accordance with established policies and procedures. Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service.
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.
  • Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate.
  • Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
  • Independently manage workflows using checklists and/or proven procedures.
  • Independently manage tasks such as ticklers, spreadsheet tracking, electronic file upkeep, etc.
  • Independently process financial transactions such as bill payment, check requests, ACH, internal transfers, and wire transfers.
  • Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
  • Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.
  • Gather and compile information from various sources to prepare reports.
  • Assist with a variety of trust-related projects.

Preferred education and experience:
  • BBA/BS degree, or 4+ years of relevant, equivalent work experience."
  • Bank or trust experience is not required. Attractive candidates will have experience and success in roles that require critical thinking skills, the ability to manage multiple tasks and responsibilities, and curiosity.
  • Understanding of the fiduciary responsibility to safeguard confidential financial and personal information with professional integrity.
  • Willingness and desire to learn and grow in role.
  • Independent/self-starter with the ability to prioritize a large workload for multiple Trust Officers.
  • Ability to own and manage multiple projects simultaneously and work independently.
  • Organized and detail oriented.
  • Possess excellent problem solving and follow up skills.
  • Computer proficient in Excel, Word, and Outlook.
  • Effective interpersonal and communication skills.
  • Highly relational and easy to work with.

Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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