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Associate Trust Officer Jobs in Indiana (NOW HIRING)

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Purpose The Associate Member Services Officer (MSO) is an entry-level position intended to provide ... services, trust, and mortgage services) and provide referrals as needed. Exhibit a positive ...

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All JobsAssociate Trust Officer JobsAssociate Trust Officer Jobs in Indiana

Associate Trust Officer information

See Indiana salary details

$10

$28

$63

How much do associate trust officer jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate trust officer in Indiana is $28.04, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $33.85 per hour, depending on experience, location, and employer.

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 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 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.

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 Associate Trust Officer jobs in Indiana? For Associate Trust Officer jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Associate Trust Officer jobs in Indiana look for? The top searched job categories for Associate Trust Officer jobs in Indiana are:
What cities in Indiana are hiring for Associate Trust Officer jobs? Cities in Indiana with the most Associate Trust Officer job openings:
Associate Trust Officer jobs near you

Trust Relationship Specialist

Regions Bank

Indianapolis, IN • On-site

$39K - $47K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Trust Relationship Specialist

At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail.

Primary Responsibilities

  • Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely manner
  • Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees
  • Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner
  • Processes basic Trust transactions in a timely manner
  • May perform basic cash and asset distributions from account closings
  • Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
  • Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures
  • May create and organize PowerPoint presentations and Excel spreadsheets
  • May attend client meetings with Trust Officers

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

  • High School Diploma or GED
  • Accurate typing, spelling and grammar skills

Preferences

  • Bachelor's degree in a business related field
  • One (1) year of Trust or closely related experience

Skills and Competencies

  • Proficient in computer software systems to include word processing, databases and spreadsheets
  • Good written and oral communication skills
  • Good organizational and customer service skills
  • Good analytical and problem-solving skills, including attention to detail

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$39,150.00 USD

Median:

$47,286.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please visit the provided link.

Location Details

Little Rock Main

Location:

Little Rock, Arkansas

Equal Opportunity Employer/including Disabled/Veterans

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