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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 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 · 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 ...

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 ...

Greenfield Banking Company

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.

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 ...

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 · 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 ...

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 ...

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 ...

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 Jul 14, 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.
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Assistant Trust Officer jobs near you

Assistant Trust Officer - Private Client

JTC Group

Rapid City, SD

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. 

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.

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