ZipRecruiter

Log In

1

Assistant Trust Officer Jobs in Indiana (NOW HIRING)

Baird

Trust Associate

Evansville, IN · On-site

$15 - $20/hr

Prepare annual and new account reviews for Trust Officer review * Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents * Research, gather, and ...

Robert W Baird & Co

Trust Associate

Evansville, IN · Hybrid

$15 - $20/hr

Prepare annual and new account reviews for Trust Officer review * Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents * Research, gather, and ...

Robert W Baird & Co

Trust Associate

Evansville, IN · On-site

$15 - $20/hr

Prepare annual and new account reviews for Trust Officer review * Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents * Research, gather, and ...

Northwest

Trust Coordinator

Fishers, IN · On-site

$18.75 - $24.25/hr

... Trust Officers Assist with audits and special projects as needed Recommend improvements to ... procedures Provide appropriate customer service levels Minimizing departmental non-payroll costs ...

Northwest Bank

Trust Coordinator

Fishers, IN · On-site

$18.75 - $24.25/hr

Provide administrative support for all Account Managers/Trust Officers * Assist with audits and special projects as needed * Recommend improvements to procedures * Provide appropriate customer ...

Northwest Bank

Trust Coordinator

Fishers, IN · On-site

$18.75 - $24.25/hr

... Trust Officers • Assist with audits and special projects as needed • Recommend improvements to procedures • Provide appropriate customer service levels • Minimizing departmental non-payroll ...

next page

Showing results 1-20

All JobsTrust Officer JobsAssistant Trust Officer JobsAssistant Trust Officer Jobs in Indiana

Assistant Trust Officer information

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 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 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.

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 the most commonly searched types of Trust Officer jobs in Indiana?

The most popular types of Trust Officer jobs in Indiana are:

What are popular job titles related to Assistant Trust Officer jobs in Indiana?

For Assistant Trust Officer jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Assistant Trust Officer jobs in Indiana look for?

The top searched job categories for Assistant Trust Officer jobs in Indiana are:

What cities in Indiana are hiring for Assistant Trust Officer jobs?

Cities in Indiana with the most Assistant Trust Officer job openings:

Assistant Trust Officer jobs near you
Infographic showing various Assistant Trust Officer job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 2% Hybrid, and 1% Remote job distribution.

Trust Officer

Greenfield Banking Company

Greenfield, IN • On-site

Full-time

Re-posted 28 days ago

Job description

EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Description
SUMMARY
The Trust Officer has a broad responsibility of focusing on the overall management and strategy of the trust. Advanced financial and estate planning, as well as center of influence (COI) and new business development are a primary expectation for this role. The Trust Officer serves a vital role in safeguarding the interests of clients and ensuring the smooth operation of trust agreements. Responsibilities may include investment decisions (oversight), assess the trust's performance (relative to the trust intent and objectives), and developing strategies to meet the beneficiaries' goals. The Trust Officer position is a more client-facing role, interacting with clients and their advisors to discuss the trust's objectives and performance. The Trust Officer's strategic oversight ensures that the trust not only preserves wealth but also seeks opportunities for growth. Their proactive management can significantly make an impact on the trust's performance and the beneficiaries' satisfaction.
ESSENTIAL DUTIES
Fiduciary Management:
  • Handle and manage trust accounts, ensuring compliance with legal and regulatory requirements.
  • Act in the best interest of beneficiaries, adhering to the terms of the trust document.
  • Oversee the strategic management of trust assets, including investment decisions and portfolio management (oversight as it relates to the trusts intent).
  • Works closely with clients to understand their goals and objectives, ensuring the trust account aligns with their wishes.
  • Provides advice on estate planning and wealth management, often collaborating with portfolio managers, wealth advisors, CPA's and estate attorneys.

Investment Strategy Oversight:
  • Trust officers work with the Portfolio Manager and Wealth Advisor to develop and implement investment strategies that align with the trust's goals utilizing financial planning to assess risk tolerance and market conditions and make informed decisions for the trust.

Client Relationship Management:
  • Build and maintain relationships with clients, beneficiaries, and center of influence advisors such as CPA's and Attorney's.
  • Conduct regular meetings to update clients on trust performance and address any concerns.
  • Build long-term relationships with clients, regularly reviewing the trust's performance and adjusting as needed based on changing circumstances or goals.
  • Financial & Estate Planning through drafting, presenting and executing.

Trust Administration:
  • Prepare and execute legal documents related to trust management.
  • Ensure timely disbursement of distributions to beneficiaries as per the trust agreement.

Record Keeping:
  • Maintain accurate records of transactions, communications, and trust activity.
  • Prepare financial statements and reports for auditing purposes.

Legal Compliance:
  • Stay informed about changes in laws and regulations that affect trusts and fiduciary responsibilities.
  • Ensure all trust activities comply with state and federal laws.

Estate Planning Consultation:
  • Provide guidance on estate planning strategies to clients.
  • Collaborate with attorneys and tax professionals to develop comprehensive plans.

Conflict Resolution:
  • Address and mediate disputes regarding the trust among beneficiaries or between beneficiaries and trustees.

Compliance and Risk Management:
  • Stay current with trust and estate laws and regulations.
  • Ensure all activities meet regulatory requirements.
  • Identify and mitigate potential risks.
  • Maintain proper insurance coverage.

Estate Planning Support:
  • Collaborate with attorneys, CPAs, and other professionals.
  • Assist with estate planning strategies.
  • Help structure trusts to meet client objectives.
  • Provide expertise on tax implications through financial planning.

Administrative Tasks:
  • Prepare tax returns and other required filings.
  • Coordinate with custodians and other service providers.
  • Manage trust accounting and fee calculations.
  • Handle trust modifications and terminations.

Additional Duties:
  • Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow-through with customers and/or staff involved.
  • Assists in implementing cost controls for the department and monitors expenses to ensure compliance with budget.
  • Assumes responsibility for special projects; gathers data and prepares reports for Senior Management, audits and other personnel.
  • Answers telephones, answers questions and directs callers to proper Bank personnel.
  • Assumes responsibility for various department functions in the absence of staff members or in overload situations.
  • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
  • Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
  • Assures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations.
  • Completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the Bank through outside activities.
  • Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.

MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
  • Bachelor's degree (BA) or Master of Business Administration (MBA) finance, accounting or a related field from a college or university.
  • Minimum of five (5) years of relevant experience focused on the Trust business either at a corporate fiduciary or law firm.
  • Advanced degrees or professional certifications such as CFP, CTFA and/or J.D. strongly preferred.
  • In depth knowledge of financial markets, investment strategies and all fiduciary products and services surrounding trusts & estate planning, including all legal, tax and regulatory requirements applicable to fiduciary relationships.
  • Ability to analyze financial data and assess investment opportunities.
  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to clients, advisors and employees.
  • Skilled communicator, capable of explaining complex financial concepts to clients who may not have a financial background.
  • Precision in handling documentation and maintaining records.
  • Strong analytical skills to assess investment opportunities and manage risk.
  • Excellent interpersonal skills to build relationships with clients and stakeholders.
  • Intermediate skills in computer terminal and personal computer operation; host computer system; word processing, spreadsheet and specialty software programs.
  • Intermediate typing skills to meet production needs of the position.
  • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
  • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
  • Ability to work with minimal or no supervision while performing duties.
  • Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Please note that this job description is not inclusive of all activities, duties or responsibilities that are required of this position. Duties, responsibilities and activities are subject to change at any time with or without notice.
This position is currently accepting applications.

Apply