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Associate Trust Officer Jobs (NOW HIRING)

Trident Trust

Trust Officer

Sioux Falls, SD · On-site

The Role The Trust Officer will assist with the training and oversight of a small team of Trust ... Associate degree in business, legal, finance, accounting, or another relevant field. * 3-5 years ...

Fifth Third

Associate Trust Administrator

Raleigh, NC · On-site

The Associate Trust Administrator partners with Trust Administrators, Trust Officers, and internal teams to support account administration, ensureaccurateprocessing, and delivera consistentand ...

Fifth Third

Associate Trust Administrator

Tampa, FL · On-site

The Associate Trust Administrator partners with Trust Administrators, Trust Officers, and internal teams to support account administration, ensureaccurateprocessing, and delivera consistentand ...

Fifth Third

Associate Trust Administrator

Raleigh, NC · On-site

The Associate Trust Administrator partners with Trust Administrators, Trust Officers, and internal teams to support account administration, ensureaccurateprocessing, and delivera consistentand ...

Capgroup

Trust Officer

Reno, NV · On-site

$111K - $177K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... a Trust Officer at Capital Group." As a Trust Officer, you will be a member of the Trust ...

Capital Group

Trust Officer

Reno, NV · On-site

$111K - $177K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... a Trust Officer at Capital Group." As a Trust Officer, you will be a member of the Trust ...

Fifth Third

Associate Trust Administrator

Austin, TX · On-site

The Associate Trust Administrator partners with Trust Administrators, Trust Officers, and internal teams to support account administration, ensureaccurateprocessing, and delivera consistentand ...

Columbia Banking System, Inc.

Trust Officer

Tacoma, WA · On-site

$78K - $140K/yr

A Trust Officer isresponsible for providing some new business for the company through marketing ... We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans ...

Trident Trust

Trust Administrator

Sioux Falls, SD · On-site

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 ...

UMB Financial

Trust Officer

Rockford, IL · On-site

$81K - $120K/yr

As a Trust Officer at UMB you will build long-term client relationships and enhance existing ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Exchange Bank

Trust Securities Specialist

Santa Rosa, CA

$22 - $33/hr

... Trust Officer. * Perform special projects and research as assigned. * Perform other duties as assigned Minimum Qualifications: * Associate's degree in accounting, business administration, or related ...

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How much do associate trust officer jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for associate trust officer in the United States is $29.47, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $35.58 per hour, depending on experience, location, and employer.

What is an associate trust officer?

Associate Trust Officers are entry- to mid-level professionals who assist in administering trust accounts and supporting the management of estates, trusts, and other fiduciary relationships. They work under the supervision of senior trust officers, ensuring that accounts are managed in accordance with legal requirements, client instructions, and company policies. Their duties often include reviewing account documents, coordinating with attorneys and beneficiaries, and helping to resolve client inquiries. This role is commonly found within banks, trust companies, and financial institutions.

What are the key skills and qualifications needed to thrive as an associate trust officer, and why are they important?

To thrive as an Associate Trust Officer, you need a solid understanding of trust administration, estate planning, and financial regulations, typically supported by a bachelor's degree in finance, accounting, or a related field. Familiarity with trust accounting software, fiduciary management systems, and relevant industry certifications such as the Certified Trust and Fiduciary Advisor (CTFA) are often required. Excellent organizational skills, attention to detail, and strong interpersonal communication help build client trust and ensure accurate account management. These skills are crucial for effectively managing complex trust relationships, maintaining compliance, and delivering high-quality client service.

What are some common challenges an associate trust officer might face when managing multiple client accounts simultaneously?

As an Associate Trust Officer, balancing the needs and expectations of multiple clients can be a significant challenge. Each client may have different types of trusts, unique family dynamics, and varying investment goals, requiring strong organizational and communication skills. Staying compliant with regulatory requirements while coordinating with legal, investment, and tax professionals also adds complexity. Effective time management and attention to detail are essential to ensure that all fiduciary responsibilities are met accurately and timely.

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

AspectAssociate Trust OfficerTrust Officer
CredentialsTypically requires a bachelor's degree, often with certifications like CTFA or CFPRequires similar credentials, often with more experience and advanced certifications
Work EnvironmentSupports trust administration under supervision, often in banking or financial institutionsManages client relationships and trust portfolios independently
ResponsibilitiesAssists in trust account setup, compliance, and client communicationHandles trust management, client advising, and complex estate planning

In summary, an Associate Trust Officer typically supports trust operations and has less client responsibility, while a Trust Officer manages client relationships and trust portfolios more independently. Both roles require similar credentials and work in banking or financial services, but the Trust Officer has a higher level of responsibility and experience.

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Associate Trust Officer jobs near you
Infographic showing various Associate Trust Officer job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $61,288 per year, or $29.5 per hour.

Associate Trust Officer

Sioux Falls, SD • On-site

Wealth Enhancement Group
See more jobs at Wealth Enhancement Groupexternal

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity in either our Sioux Falls, SD OR Phoenix, AZ for an Associate Trust Officer! The Associate Trust Officer is responsible for administering a portfolio of trust accounts in accordance with governing documents, company policies, and regulatory requirements. This role requires exercising independent judgment, delivering high-quality client service, and collaborating closely with internal teams to ensure operational accuracy and compliance.
This role is an On-site position that can be located either in our Sioux Falls, SD or Phoenix, Arizona office.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $110,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Client and Account Administration
  • Administer a portfolio of client accounts, including those with complex structures and diverse asset classes.
  • Serve as the primary contact for clients, advisors, and external partners.
  • Answer client questions and coordinate delivery of services.
  • Facilitate and oversee distributions, transactions, and daily account activity.
  • Maintain ongoing client communication and service delivery.
  • Review account activity, statements, and fee collection.
  • Oversee the completion of the tax preparation process.
  • Perform annual account reviews.
  • Maintain complete and audit-ready account documentation.
  • Review onboarding documentation and account closing packages.
  • Process asset additions, transfers, and revocations.
  • Ensure timely completion of all assigned projects.

Risk, Compliance, and Governance
  • Adhere to company policies, procedures, and regulatory requirements, including BSA/AML.
  • Support audits, examinations, and regulatory interactions.
  • Complete annual administrative, risk, and investment reviews.
  • Prepare and present discretionary requests to committee.
  • Promote a strong compliance culture and support process improvements.

Communication and Team Support
  • Assist in training and mentoring assigned team members.
  • Participate in department meetings and initiatives.
  • Support process consistency and operational improvements.
  • Partner with and communicate frequently and effectively with Financial Advisors and clients' attorneys on all trust and estate matters.
  • Attend and coordinate with external client advisors, including accountants, attorneys, and family offices.
  • Other projects and duties as assigned.

Education/Qualifications
  • Bachelor's degree or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Minimum of 2 years' experience in the trust industry preferred.
  • Well-developed written and verbal communication skills with the ability to interact effectively at all organizational levels.
  • Strong organizational skills and attention to detail.
  • Experience with Microsoft Office Suite.
  • CTFA designation a plus.
  • Salesforce experience a plus.
  • AI Literacy as demonstrated ability to effectively use AI tools and technologies in daily work tasks.
  • Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
  • Comfort with learning new AI applications and understanding their appropriate use cases and limitations.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $79,200.00 - $110,000.00. However, the base salary range bolded above ($90,000.00 to $110,000.00) is what we expect to pay as a starting range for this position.
#LI-HB1
#LI-Onsite
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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