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Executive Trust Officer Jobs (NOW HIRING)

Kestra Holdings

Trust Officer Senior

Scottsdale, AZ · On-site

As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account ... EVP. Benefits to support you: * Competitive pay and benefits with a large employer (over 1600 ...

Kestra Holdings

Trust Officer Senior

Milwaukee, WI · On-site

As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account ... EVP. Benefits to support you: * Competitive pay and benefits with a large employer (over 1600 ...

Anew Recruiting

Trust Professional - All Levels

Reno, NV · On-site

$130K - $250K/yr

Strong candidates may range from experienced Trust Officers to senior fiduciary executives. * Experience within an independent trust company, private bank, wealth management firm, or similar ...

Kestra Holdings

Trust Officer Senior

Scottsdale, AZ · On-site

As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account ... EVP. Benefits to support you: * Competitive pay and benefits with a large employer (over 1600 ...

Riverview

Trust Company Executive Assistant

Vancouver, WA · On-site

$65K - $80K/yr

The role supports executives, trust officers, and team members through strategic scheduling, confidential correspondence, meeting preparation, recordkeeping, project coordination, and follow-up ...

Kestra Holdings

Senior Trust Officer

Dallas, TX · On-site

As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account ... EVP. Benefits to support you: * Competitive pay and benefits with a large employer (over 1600 ...

Kestra Holdings

Trust Officer Senior

Dallas, TX · On-site

As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account ... by EVP. BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans ...

Devon Bank

EVP, Chief Trust Officer

Chicago, IL · On-site

$185K - $205K/yr

We are seeking an accomplished Chief Trust Officer to lead and grow Devon Bank's Trust Department. This executive will be responsible for driving strategic business development, expanding trust and ...

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Executive Trust Officer information

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$58K

$151.3K

$306.5K

How much do executive trust officer jobs pay per year?

As of Aug 4, 2026, the average yearly pay for executive trust officer in the United States is $151,302.00, according to ZipRecruiter salary data. Most workers in this role earn between $101,500.00 and $182,500.00 per year, depending on experience, location, and employer.

What is an executive trust officer?

Executive Trust Officers are senior professionals responsible for managing and overseeing trust accounts and fiduciary relationships on behalf of clients, often within banks or wealth management firms. They ensure that all trust activities comply with legal and regulatory requirements while acting in the best interests of beneficiaries. Their duties include administering complex trusts, advising clients on estate planning, coordinating with legal and tax advisors, and ensuring accurate trust accounting. Executive Trust Officers play a key role in building long-term client relationships and safeguarding assets.

What are some common challenges an executive trust officer faces when managing complex trust accounts?

Executive Trust Officers often navigate intricate family dynamics, evolving regulations, and diverse asset types when managing complex trust accounts. Balancing the interests of multiple beneficiaries while ensuring compliance with fiduciary duties requires strong communication, attention to detail, and sound judgment. Additionally, trust officers must stay updated on legal and tax changes that may impact trust administration, and frequently collaborate with attorneys, accountants, and investment professionals to provide holistic solutions.

What degree do you need to be an executive trust officer?

An executive trust officer typically needs at least a bachelor's degree in finance, accounting, law, or a related field. Many employers prefer candidates with a master's degree or professional certifications such as the Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP). Strong knowledge of estate planning, trust administration, and financial regulations is also essential for this role.

What is the difference between Executive Trust Officer vs Trust Officer?

AspectExecutive Trust OfficerTrust Officer
CredentialsTypically requires certifications like CTFA or CFP, relevant experience in trust managementOften requires similar certifications, focus on trust administration skills
Work EnvironmentWorks in private banks, wealth management firms, or trust departments within financial institutionsWorks in trust departments, banks, or financial advisory firms
Employer & Industry UsageCommonly employed by large financial institutions managing high-net-worth client assetsEmployed across banks and trust companies, often with broader client base

The main difference is that an Executive Trust Officer typically holds a higher-level position with more strategic responsibilities, overseeing trust portfolios and client relationships at an executive level. A Trust Officer generally handles day-to-day trust administration and client service. Both roles require similar credentials and work in comparable environments, but the Executive Trust Officer often has broader decision-making authority and leadership duties.

What are the key skills and qualifications needed to thrive as an executive trust officer, and why are they important?

To thrive as an Executive Trust Officer, you need deep knowledge of trust and estate administration, fiduciary law, and financial planning, usually supported by a bachelor's degree in finance, law, or a related field and often advanced certifications like CTFA or CFP. Proficiency with trust accounting software, wealth management platforms, and legal documentation systems is essential. Exceptional interpersonal skills, ethical judgment, and attention to detail set outstanding professionals apart in this role. These competencies are crucial for safeguarding client assets, maintaining regulatory compliance, and building long-term client trust and satisfaction.
More about Executive Trust Officer jobs
What cities are hiring for Executive Trust Officer jobs? Cities with the most Executive Trust Officer job openings:
What are the most commonly searched types of Trust Officer jobs? The most popular types of Trust Officer jobs are:
What states have the most Executive Trust Officer jobs? States with the most job openings for Executive Trust Officer jobs include:
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Executive Trust Officer jobs near you
Infographic showing various Executive Trust Officer job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 5% Part Time, and 4% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $151,302 per year, or $72.7 per hour.

Trust Officer Senior

Kestra Holdings

Scottsdale, AZ • On-site

Full-time

Medical, Retirement

Posted 27 days ago

Job description

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company's primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust's expertise in trust services. Arden Trust's advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
Lead with Purpose. Partner with Impact.
As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals.
What You'll Do:
  • Establish our operational goals and work plans, and delegate's assignments to your team.
  • Involved in developing our policies that affect immediate client operations and may have a broader impact to your team or division.
  • Work on issues where analysis of situations or data requires an in-depth knowledge of organizational goals of the enterprise.
  • Participate in our preliminary discovery of new business opportunities; perform administrative reviews; work with Financial Advisors; coordinate with business development and document review to determine appropriateness of the business.
  • Implement strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
  • Establish and assure adherence to budgets, schedules, work plans and performance requirements.
  • Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
  • Perform account administration functions according to internal procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment goals, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
  • Respond on time to management, auditors, and bank examiners' inquiries as requested; accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
  • Help develop trust administrator to confirm familiarity with accounts and procedures.
  • Work with all professional partners and co-workers.
  • Masters all systems involved with Trust account administration to ensure the proper flow of opening, managing the business.
  • Other related tasks assigned.

What You Bring:
  • Bachelor's Degree in business administration or other related discipline or the equivalent education, training, or work experience.
  • Working knowledge of all types of Fiduciary relationships.
  • 7+ years of Trust Officer experience.
  • Teamwork and leadership orientation.
  • Prioritization and Organization
  • Experience supervising or mentoring junior trust officers
  • Background within private banking, wealth management, or estate settlement teams.
  • Experience with specialized assets

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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