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Assistant Trust Officer Jobs (NOW HIRING)

Trident Trust

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 ...

Trident Trust

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 ...

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 ...

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 ...

The Forge Companies

Trust Officer

Brentwood, TN

This person will assist with the daily administration of special needs trust accounts, monthly and annual projects, and be tasked with acting as a backup to Trust Officers who are out of the office.

The Forge Companies

Trust Officer

Brentwood, TN

This person will assist with the daily administration of special needs trust accounts, monthly and annual projects, and be tasked with acting as a backup to Trust Officers who are out of the office.

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 ...

The Forge Companies

Trust Officer

Brentwood, TN · On-site

This person will assist with the daily administration of special needs trust accounts, monthly and annual projects, and be tasked with acting as a backup to Trust Officers who are out of the office.

Osaic

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 ...

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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 Aug 3, 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?

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 is an assistant trust officer?

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:
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Assistant Trust Officer jobs near you
Infographic showing various Assistant Trust Officer job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% 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 Administrator

Trident Trust

Sioux Falls, SD • On-site

Full-time

Re-posted 17 days ago

Job description

The Trust Administrator will support Trust Officers with the administration of trusts to help our clients achieve and maintain financial success. This role engages in investment and fiduciary administrative activities in partnership and oversight of a Trust Officer to ensure our accounts are administered in accordance with state and federal laws.


Role & Responsibilities:

  • Start daily transactions and submit to Trust Officer for approval and follow-up to ensure accurate processing. 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, investment reviews and other reviews as deemed necessary and submit to the Trust Officer for approval.
  • Research and provide supporting documentation for Trust Officer to review.
  • Draft forms for discretionary requests including obtaining supporting documentation, and upload into correct system(s).
  • Draft direction letters.
  • Prepare account closing/termination package.
  • Review new account paperwork and set-ups for accuracy and work with all departments, TO, and management to resolve deficiencies.
  • Prepare client risk profile for Trust Officer
  • Process daily mail for the team.
  • Assist Trust Officer to ensure all assets are received and entered in the appropriate systems.


Minimum Qualifications:

  • Associate’s degree in business, accounting, finance, legal or another relevant field.
  • One year working in trust administration or other relevant administrative and client-centered experience.
  • Working use of Microsoft Office Suite, Adobe, and willingness to learn new programs.
  • Basic understanding of trust documents and related fiduciary terms.


Preferred Qualifications:

  • Bachelor’s degree.
  • Strong, professional, verbal, and written communication skills.
  • Excellent organizational and time management skills with an innate attention to detail.
  • Flexible and comfortable dealing with variable workload, frequently dealing with several ongoing matters, at the same time.
  • Quick learner with the ability to take direction, work as a team and independently.
  • Ability to work with clients and their representatives to facilitate administrative duties.
  • Knowledge of account management practices, tasks, and tools.


EQUAL EMPLOYMENT OPPORTUNITY

Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.