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Associate Trust Officer Jobs in Boca Raton, FL (NOW HIRING)

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Associate Trust Officer information

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$10

$27

$63

How much do associate trust officer jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for associate trust officer in Boca Raton, FL is $27.96, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $33.75 per hour, depending on experience, location, and employer.

What does a trust associate do?

A trust associate supports the administration of trusts and estates by preparing legal documents, managing client accounts, and ensuring compliance with relevant laws. They often work closely with trust officers and may use specialized software to track assets and transactions. Strong organizational skills and knowledge of trust laws are essential for this role.

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 the 3 month rule for jobs?

The 3 month rule for associate trust officers typically refers to a probationary period of three months during which performance and fit for the role are evaluated. Successful completion of this period may lead to permanent employment, and it often involves regular assessments and training to ensure compliance with industry standards and client confidentiality requirements.

What are Associate Trust Officers?

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.

How much does an assistant trust officer make?

An assistant trust officer typically earns between $50,000 and $80,000 annually, depending on experience, location, and the size of the financial institution. They support senior trust officers in managing client accounts, preparing legal documents, and ensuring compliance with regulations.

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.

Is being a trust officer hard?

Being a trust officer can be challenging as it involves managing complex financial and legal matters, requiring strong analytical skills, attention to detail, and knowledge of trust laws. The role often demands long hours and the ability to handle sensitive client information professionally. Certification such as the Certified Trust and Financial Advisor (CTFA) can enhance job performance and career prospects.
What are the most commonly searched types of Trust Officer jobs in Boca Raton, FL? The most popular types of Trust Officer jobs in Boca Raton, FL are:
What are popular job titles related to Associate Trust Officer jobs in Boca Raton, FL? For Associate Trust Officer jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Associate Trust Officer jobs in Boca Raton, FL look for? The top searched job categories for Associate Trust Officer jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Associate Trust Officer jobs? Cities near Boca Raton, FL with the most Associate Trust Officer job openings:
Associate Trust Officer jobs near you
Infographic showing various Associate Trust Officer job openings in Boca Raton, FL as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $58,160 per year, or $28 per hour.
Senior Trust Officer

Senior Trust Officer

Bank of America

Palm Beach, FL • On-site

Full-time

Posted 14 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 521 frontline employees who took The Breakroom Quiz

52nd of 170 rated banks

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.
Responsibilities:
  • Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
  • Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
  • Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
  • Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
  • Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Required Qualifications:
  • Minimum of five years of trust administration and estate planning experience
  • Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
  • Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
  • Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
  • Demonstrates initiative and a proactive approach to problem solving
  • Creative though prudent approach to providing solutions within the bank's risk/reward profile
  • Proven ability to confidently close sales and meet or exceed revenue targets
  • Has good people/partner communication skills and is a team player
  • Displays a high level of savvy and sophistication regarding high-net-worth clients' concerns / issues
  • Ability to communicate and connect with high-net-worth clients

Desired Qualifications:
  • Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
  • Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment

Skills:
  • Business Development
  • Client Management
  • Customer and Client Focus
  • Risk Management
  • Wealth Planning
  • Client Experience Branding
  • Client Solutions Advisory
  • Decision Making
  • Presentation Skills
  • Process Management
  • Attention to Detail
  • Critical Thinking
  • Financial Analysis
  • Planning
  • Prospecting

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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