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Ctfa Jobs (NOW HIRING)

BNY

Vice President, Fiduciary

Philadelphia, PA

Professional certifications such as CTFA or CFP strongly preferred; additional complementary designations are a plus. * Demonstrated ability to adhere to all policies, procedures, and regulatory ...

Exchange Bank

Personal Trust Officer

Roseville, CA · On-site

$71K - $139K/yr

Certified Trust and Financial Advisor (CTFA) designation preferred but not required * Trust, legal or accounting experience (corporate trustee preferred) * Knowledge of estate planning concepts * The ...

BNY

Vice President, Fiduciary

Philadelphia, PA · On-site

Professional certifications such as CTFA or CFP strongly preferred; additional complementary designations are a plus. * Demonstrated ability to adhere to all policies, procedures, and regulatory ...

Central National Bank

Trust Officer

Manhattan, KS

Preferred certifications include CTFA, CFP and/or JD. Next Steps:Head on over to centralnational.com/careers and complete a quick application. If your qualifications match up, a member of our team ...

Exchange Bank

Personal Trust Officer

Roseville, CA · On-site

$71K - $139K/yr

Certified Trust and Financial Advisor (CTFA) designation preferred but not required * Trust, legal or accounting experience (corporate trustee preferred) * Knowledge of estate planning concepts * The ...

BNY

Vice President, Fiduciary

Philadelphia, PA

Professional certifications such as CTFA or CFP strongly preferred; additional complementary designations are a plus. * Demonstrated ability to adhere to all policies, procedures, and regulatory ...

BankWest

Trust Officer

Pierre, SD · On-site

Attend and complete Wealth Management & Trust Schools, earn CTFA designation. Experience: 2 years' experience in related field. Knowledge and Special Skills: Knowledge of the operation and function ...

BNY

Vice President, Fiduciary

Philadelphia, PA

Professional certifications such as CTFA or CFP strongly preferred; additional complementary designations are a plus. * Demonstrated ability to adhere to all policies, procedures, and regulatory ...

BankWest

Trust Officer

Pierre, SD · On-site

Attend and complete Wealth Management & Trust Schools, earn CTFA designation. Experience: 2 years' experience in related field. Knowledge and Special Skills: Knowledge of the operation and function ...

BankWest (South Dakota)

Trust Officer

Pierre, SD · On-site

Attend and complete Wealth Management & Trust Schools, earn CTFA designation. Experience: 2 years' experience in related field. Knowledge and Special Skills: Knowledge of the operation and function ...

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$39.5K

$87.7K

$123K

How much do ctfa jobs pay per year?

As of Jun 8, 2026, the average yearly pay for ctfa in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What are the main responsibilities of a Certified Trust and Fiduciary Advisor (CTFA) on a day-to-day basis?

A CTFA is responsible for managing client trusts, estates, and investment accounts, ensuring compliance with legal and regulatory requirements. Daily tasks often include meeting with clients to discuss financial goals, preparing reports, coordinating with attorneys and tax professionals, and executing complex asset transfers. You may also help design estate plans, address beneficiary questions, and review investment performance. The role provides a balance of client interaction, strategic planning, and attention to legal details, working closely with other members of the wealth management team to deliver comprehensive financial solutions.

What is a CTFA job?

A Certified Trust and Fiduciary Advisor (CTFA) is a financial professional who specializes in trust administration, estate planning, investment management, and fiduciary responsibilities. They typically work in banks, trust companies, or financial institutions, helping clients manage assets, plan for wealth transfer, and ensure legal compliance. Earning the CTFA designation requires relevant work experience and passing an exam administered by the American Bankers Association (ABA).

What are the key skills and qualifications needed to thrive in the Ctfa position, and why are they important?

To thrive as a Certified Trust and Fiduciary Advisor (CTFA), you need a background in wealth management, trust administration, and a comprehensive understanding of fiduciary laws and regulations, typically supported by a relevant bachelor's degree and CTFA certification. Proficiency with trust accounting software, portfolio management tools, and compliance platforms is common in this role. Strong interpersonal skills, ethical judgment, and attention to detail help professionals effectively serve clients and build lasting relationships. These skills and qualifications are essential for providing sound fiduciary guidance, managing complex client portfolios, and ensuring regulatory compliance.

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Ctfa jobs near you
Infographic showing various Ctfa job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 96% Physical, 3% Hybrid, and 1% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.
Relationship Manager - Trust Administrator - Coral Gables Trust Company

Relationship Manager - Trust Administrator - Coral Gables Trust Company

Coral Gables Trust Company

Coral Gables, FL

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 hours ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and West Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Administrator | Relationship Manager

  1. Serves as a critical internal and external bridge, connecting clients with various organizational service areas including Tax and Financial Planning, Investments, Legacy Planning, and Philanthropic Advisory while coordinating comprehensive financial solutions. Their core responsibility is to develop and sustain robust client relationships through proactive communication and strategic, integrated service delivery across multiple financial domains.
  2. Works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.
  3. Responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.

Qualifications

  1. At least five years of trust administration experience , along with industry knowledge of personal trust, estate, guardianship, and advisory services gained through relevant work experience.
  2. A bachelor's degree in a relevant field is required, with a preference for a master's degree, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
  3. Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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