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Associate Trust Officer Jobs in Indiana (NOW HIRING)

Baird

Trust Associate

Evansville, IN · On-site

$15 - $20/hr

The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position ...

Robert W Baird & Co

Trust Associate

Evansville, IN · Hybrid

$15 - $20/hr

The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position ...

Robert W Baird & Co

Trust Associate

Evansville, IN · On-site

$15 - $20/hr

The Trust Associate plays a vital support role within the Trust Administration team, working ... Support Trust Officers in implementing clients' trust and estate strategies * Process routine and ...

Ascension

Associate Chief Medical Officer

Kokomo, IN · On-site

The Associate Chief Medical Officer (ACMO) supports hospital-based clinical operations through ... not trust other domains, and an official offer will only be extended to candidates who have ...

Ascension

Associate Chief Medical Officer

Kokomo, IN

$168K/yr

The Associate Chief Medical Officer (ACMO) supports hospital-based clinical operations through ... not trust other domains, and an official offer will only be extended to candidates who have ...

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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 23, 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 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.

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 Associate

Baird

Evansville, IN • On-site

$15 - $20/hr

Full-time

Posted 12 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed.
This position requires on-site attendance five days per week in our Evansville, IN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.
The Impact You'll Make:
Administrative & Fiduciary Support
  • Support Trust Officers in implementing clients' trust and estate strategies
  • Process routine and ad-hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions
  • Assist in coordinating and documenting annual and ad-hoc personal or charitable gifting strategies as directed by Trust Officers
  • 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 compile information from various sources to prepare reports and summaries
  • Maintain accurate digital and physical files, records, and data management systems

Client Service & Communication
  • Deliver proactive, friendly, and professional service to clients and internal partners
  • Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate
  • Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals

Operational Support & Coordination
  • Review, route, and track incoming and outgoing correspondence
  • Provide office support including answering phones and assisting visitors
  • Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements
  • Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation

What You'll Bring to Baird:
  • High school diploma or equivalent required
  • 1-3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry
  • Familiarity with trust and estate planning documents and basic fiduciary concepts
  • Strong organizational skills and high attention to detail
  • Ability to manage multiple priorities with accuracy and efficiency
  • Strong verbal and written communication skills
  • Ability to work independently and collaboratively in a team environment
  • Experience supporting projects and coordinating administrative workflows

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