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Associate Trust Officer Jobs (NOW HIRING)

Midland States Bank

Senior Trust Officer

Tarrytown, NY

$106K - $177K/yr

May supervise a team of Trust Officers, Trust Administrators or Client Associates. * Mentors Trust Officers and Trust Administrators Client Engagement * Performs responsibilities related to creating ...

Midland States Bank

Senior Trust Officer

Tarrytown, NY

$106K - $177K/yr

May supervise a team of Trust Officers, Trust Administrators or Client Associates. * Mentors Trust Officers and Trust Administrators Client Engagement * Performs responsibilities related to creating ...

Broadway Bank

Trust Officer II

San Antonio, TX

Trust Officer II | Division: Wealth Mgmt Services| Work Days: Monday - Friday| Hours of Operation ... Supervise associates involved in relationship management, providing coaching and mentoring to help ...

KeyBank

KPB Sr Trust Officer

Brooklyn, OH · On-site

The role may have leadership responsibility for a team of Officers, Analysts and/or Associates/Assistants. Essential Functions * Administers complex trust (e.g., Trust Under Agreement, Trust Under ...

Midland States Bank

Senior Trust Officer

Tarrytown, NY

$106K - $177K/yr

May supervise a team of Trust Officers, Trust Administrators or Client Associates. * Mentors Trust Officers and Trust Administrators Client Engagement * Performs responsibilities related to creating ...

Midlandsb

Senior Trust Officer

Tarrytown, NY

$106K - $177K/yr

May supervise a team of Trust Officers, Trust Administrators or Client Associates. * Mentors Trust Officers and Trust Administrators Client Engagement * Performs responsibilities related to creating ...

Keybank

KPB Sr Trust Officer

Brooklyn, OH · On-site

The role may have leadership responsibility for a team of Officers, Analysts and/or Associates/Assistants. Essential Functions * Administers complex trust (e.g., Trust Under Agreement, Trust Under ...

Bank of America

Sr. Trust Officer

Seattle, WA

$95K - $200K/yr

... trust product awareness and education of clients ... associates, and Centers of Influence. Job expectations include working with teams to drive business ...

Broadway Bank

Trust Officer II

San Antonio, TX · On-site

Position: Trust Officer II Division: Wealth Mgmt Services WorkDays:Monday - Friday Hours of ... Supervise associates involved in relationship management, providing coaching and mentoring to help ...

UMB Financial Corporation

Trust Officer Sr

Rockford, IL · On-site

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Bank of America

$95K - $200K/yr

... trust product awareness and education of clients ... associates, and Centers of Influence. Job expectations include working with teams to drive business ...

UMB Financial

Trust Officer Sr

Milwaukee, WI · On-site

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial

Trust Officer Sr

Rockford, IL · On-site

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Seacoast Bank

Trust Officer I

Winter Park, FL · On-site

Responsible for the administration of assigned accounts, including some complex Estates, Trusts ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Bank of America

Sr. Trust Officer

Spokane, WA

$95K - $200K/yr

... trust product awareness and education of clients ... associates, and Centers of Influence. Job expectations include working with teams to drive business ...

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Associate Trust Officer information

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How much do associate trust officer jobs pay per hour?

As of Jun 8, 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 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 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.

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 May 2026, with employment types broken down into 2% As Needed, 77% Full Time, 12% Part Time, and 9% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $61,288 per year, or $29.5 per hour.

Delaware Trust Officer II (DE TO II)

Bank of America

Wilmington, DE • On-site

Full-time

Posted 27 days ago

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. 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.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Delaware Trust Officer II (DE TO II), Wilmington, DE -
The Delaware Trust Officer is an expert in the administration of Investment Management and Trust accounts and responsible for faithfully executing our fiduciary duties as well as complying with all laws, regulations policies and procedures.
The Delaware Trust Officer II (Delaware TOII) maintains a trust book of fiduciary and investment management accounts. The Delaware TO II works closely with national Private Bank and ML financial advisor's teams to achieve strategic objectives of the PWM markets overall. The Delaware TOII's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The Delaware TO II works with the PCA/Client Team or ML financial advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in the markets. Responsible for the Delaware TO II book, management of fiduciary risks and trust policy adherence. Must have the ability to partner effectively.
Job Description:
  • Work with clients, their attorneys and other professional advisors including co-trustees, investment advisors, accountants, distribution advisors, and protectors to understand the comprehensive estate plan. Facilitate a collaborative team approach to provide superior client service.
  • Respond to requests from beneficiaries including request for discretionary distributions. Obtain supporting documents such as tax returns and budgets. Prepare discretionary distribution request outlining the dispositive provisions and other relevant language in the trust agreement and make recommendations regarding how the Trust Company should exercise discretionary powers pursuant to the terms of the governing instrument. Confer with co-trustee (if any) to obtain his/her approval. Communicate the decision to client.
  • Minimize account risk by analyzing trust documents and performing annual account reviews for compliance with trust provisions, state and federal regulations, and trust policy and procedure adherence. Utilize risk management tools, such as the overdraft report, daily transaction report, etc.
  • Communicate with investment advisors, portfolio managers, and financial advisors regarding investment matters and liquidity needs.
  • Work with the Account Opening Group to open trust accounts. Interpret the governing instrument to ensure the proper set-up of account records, including payments, fee schedules and tax records. Communicate with beneficiaries and co-trustees to outline administrative procedures.
  • Must have detailed knowledge of how trusts function and are administered. Prior experience administering Delaware Directed Irrevocable Trusts is preferred.
  • Need to be detail-oriented and be able to manage multiple priorities and projects. The trust officer should have excellent time management and organizational skills. Since the trust officer will interact with clients and their advisors, the trust officer should also have very strong communication and interpersonal skills.
  • Must be able to effectively coordinate with the Bank's Tax Team, various fund managers, and the clients' personal tax preparers to ensure information is shared with the appropriate parties for timely completion of the applicable tax returns.
  • Eager to contribute ideas to continuously improve systems and processes to ensure we can deliver the best possible service for our clients.
  • Willing to mentor junior associates to help with their growth and development.
  • Adhere to the Bank's core values of delivering together, acting responsibly, realizing the power of our people, and trusting the team.

Key Skills:
  • Excellent ability to work in team environment
  • Strong communication and influence / partnership skills
  • Significant knowledge of the legal, tax, investment, and compliance aspects of fiduciary administration. Able to fully understand and follow the teams of governing documents
  • Demonstrated accuracy and completeness in all tasks and follows up as appropriate
  • Comfortable serving in an advisory capacity to clients and families
  • Values the establishment and nurturing of long-term client relationships
  • Dedicated to delivering excellent customer service

Qualifications:
  • 5 or more years of successful experience in trust administration, servicing and managing fiduciary relationships with high-net-worth clients (or equivalent)
  • Technically proficient in fiduciary law, tax investments and administration
  • Bachelor's degree or equivalent experience strongly preferred
  • CTFA or JD preferred

Additional Skills:
  • Account Management
  • Analytical Thinking
  • Attention to Detail
  • Client Management
  • Customer and Client Focus
  • Active Listening
  • Collaboration
  • Critical Thinking
  • Prioritization
  • Relationship Building
  • Mentoring
  • Oral Communications
  • Organizational Effectiveness
  • Problem Solving
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees: participation in a work from home posture does not make you eligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40

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