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Fiduciary Assistant Jobs (NOW HIRING)

Peak Trust Company

Administrative Assistant

Anchorage, AK · On-site

$18.50 - $24.75/hr

Fiduciary Assistant Location: Anchorage, AK Reports to: Fiduciary Team Manager Employment Type: Full-time, in office Overview: Join our team as a Fiduciary Assistant and play a pivotal role in ...

Peak Trust Company

Administrative Assistant

Anchorage, AK · On-site

$18.50 - $24.75/hr

Fiduciary Assistant Location: Anchorage, AK Reports to: Fiduciary Team Manager Employment Type: Full-time, in office Overview: Join our team as a Fiduciary Assistant and play a pivotal role in ...

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

The Fiduciary Manager will serve as a role model and mentor to the Trust Officers & Trust Assistants within the team. * The Fiduciary Manager will serve as a resource for other areas of the Bank with ...

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

The Fiduciary Manager will serve as a role model and mentor to the Trust Officers & Trust Assistants within the team. * The Fiduciary Manager will serve as a resource for other areas of the Bank with ...

JRG Partners

Fiduciary Accountant

Naples, FL · On-site

$160K/yr

Stay current on tax laws, estate and trust regulations, and fiduciary accounting standards. * Assist in developing best practices and improving internal accounting procedures. Qualifications:

Katten

Fiduciary Accountant

Chicago, IL · On-site

Fiduciary Accountant The Fiduciary Accountant is responsible for handling all aspects of trust and ... This position entails supervision of and coordination of work with employees who assist with the ...

Katten

Fiduciary Accountant

Chicago, IL · On-site

Fiduciary Accountant The Fiduciary Accountant is responsible for handling all aspects of trust and ... This position entails supervision of and coordination of work with employees who assist with the ...

Bpm Llp

$100 - $124/hr

Practice Support * Assist with developing client relationships and delivering exceptional service ... Experience preparing fiduciary accountings and supporting schedules. * Strong technical accounting ...

Bpm-LLP

Fiduciary Accounting Manager

California, MO · On-site

$105 - $140/hr

Manage engagement budgets, staffing, workflow, and deadlines. * Assist in developing processes ... Experience preparing and reviewing fiduciary accountings. * Strong project management and ...

Bpm Llp

Fiduciary Accounting Supervisor

California, MO · On-site

$100 - $124/hr

Practice Support * Assist with developing client relationships and delivering exceptional service ... Experience preparing fiduciary accountings and supporting schedules. * Strong technical accounting ...

QCR Holdings, Inc.

Senior Fiduciary Advisor

Moline, IL · On-site

$105K/yr

Utilize financial planning process to meet the needs of trust beneficiaries pursuant to the standards provided for in the governing documents. * Assist staff with fiduciary discretion and review of ...

Socket.dev

Fiduciary Accounting Manager

California, MO · On-site

$110 - $160/hr

Manage engagement budgets, staffing, workflow, and deadlines. * Assist in developing processes ... Experience preparing and reviewing fiduciary accountings. * Strong project management and ...

Bpm Llp

Fiduciary Accounting Manager

San Francisco, CA · On-site

$105 - $140/hr

Manage engagement budgets, staffing, workflow, and deadlines. * Assist in developing processes ... Experience preparing and reviewing fiduciary accountings. * Strong project management and ...

Orrstown Bank

Fiduciary Management Associate

York, PA · On-site

Work with the Fiduciary Officers to assist in the performance of a variety of trust administration functions including but not limited to administration of accounts, estate settlement and new ...

Bpm Llp

$105 - $140/hr

Manage engagement budgets, staffing, workflow, and deadlines. * Assist in developing processes ... Experience preparing and reviewing fiduciary accountings. * Strong project management and ...

QCR Holdings, Inc.

Senior Fiduciary Advisor

Moline, IL · On-site

$105K/yr

Utilize financial planning process to meet the needs of trust beneficiaries pursuant to the standards provided for in the governing documents. * Assist staff with fiduciary discretion and review of ...

Consilio Services LLC

Fiduciary Accountant

Boston, MA · On-site

$98 - $156.80/hr

Form 990s and charitable trust returns * Assist with IRS audits, including drafting written ... Conduct research on tax laws relevant to fiduciary and individual tax preparation. Experience ...

Bpm-LLP

Fiduciary Accounting Supervisor

California, MO · On-site

$100 - $124/hr

Practice Support * Assist with developing client relationships and delivering exceptional service ... Experience preparing fiduciary accountings and supporting schedules. * Strong technical accounting ...

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Fiduciary Assistant information

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$10

$26

$65

How much do fiduciary assistant jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for fiduciary assistant in the United States is $26.96, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $25.48 per hour, depending on experience, location, and employer.

What is a fiduciary assistant?

A Fiduciary Assistant is a professional who supports fiduciaries, such as trustees or estate administrators, in managing trusts, estates, and other fiduciary accounts. Their duties often include preparing documents, maintaining records, processing transactions, and communicating with clients and beneficiaries. They help ensure that all activities comply with legal and regulatory requirements, and they assist in the smooth administration of fiduciary responsibilities. This role requires strong organizational skills, attention to detail, and knowledge of financial and legal processes related to trusts and estates.

What does a fiduciary assistant do?

A typical day for a Fiduciary Assistant involves supporting trust officers or fiduciary managers by preparing documents, maintaining account records, and assisting with client communications. They often coordinate with legal, tax, and investment professionals to ensure the accurate administration of trusts and estates. Regular tasks may include scheduling meetings, processing disbursements, and updating compliance documentation. Collaboration and strong organizational skills are key, as Fiduciary Assistants frequently liaise between clients and internal departments to ensure smooth operations.

What are the key skills and qualifications needed to thrive as a fiduciary assistant?

To excel as a Fiduciary Assistant, you typically need a strong understanding of estate planning, trust administration, and financial documentation, often supported by a degree in finance, business, or a related field. Familiarity with trust accounting software, document management systems, and relevant legal or financial certifications (such as CFP or CTFA) is highly valuable. Attention to detail, discretion, and excellent organizational and communication skills help you manage sensitive client information and complex transactions effectively. These competencies are crucial for ensuring compliance, maintaining client trust, and supporting smooth fiduciary operations.

What is the difference between Fiduciary Assistant vs Financial Advisor?

AspectFiduciary AssistantFinancial Advisor
CredentialsTypically no specific certifications required; may have administrative or financial support certificationsOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentSupports financial professionals in offices, assisting with client documentation and administrative tasksProvides financial planning and investment advice directly to clients
Employer & Industry UsageUsed by financial firms, wealth management companies, and advisory practicesEmployed by financial planning firms, banks, or independently as licensed professionals
Search & Comparison IntentPeople compare to understand support roles in financePeople compare to understand advisory and planning services

The main difference is that a Fiduciary Assistant primarily provides administrative and support functions within a financial firm, while a Financial Advisor actively offers personalized financial planning and investment advice to clients. The roles often overlap in industry and work environment, but their responsibilities and credentials differ significantly.

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Fiduciary Assistant jobs near you
Infographic showing various Fiduciary Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $56,078 per year, or $27 per hour.

Administrative Assistant

Peak Trust Company

Anchorage, AK • On-site

$18.50 - $24.75/hr

Full-time

Re-posted 23 days ago

Job description

Fiduciary Assistant
Location: Anchorage, AK
Reports to: Fiduciary Team Manager
Employment Type: Full-time, in office
Overview:
Join our team as a Fiduciary Assistant and play a pivotal role in maintaining Peak's reputation for excellence in fiduciary services. As a Fiduciary Assistant, you will provide crucial support to Fiduciary Officers and other team members while upholding our commitment to prompt service and expert guidance.
Responsibilities:
  • Communication Excellence: Ensure professional and timely communication, both internally and externally, through phone and email.
  • Document Management: Maintain a high level of accuracy and timeliness in filing documents within Appx and the vault for client accounts.
  • Client and Attorney Support: Deliver accurate responses to client and attorney inquiries received via phone and email.
  • Account Opening: Facilitate the account opening process (bucket process) error-free, under the guidance of the Fiduciary Team Manager and Fiduciary Officer.
  • Trust Basics: Develop a strong foundation in trust fundamentals.
  • Decision-Making: Exercise sound judgment in determining when to take independent action and when to seek guidance from the Fiduciary Officer.
  • Team Collaboration: Foster open and respectful communication with colleagues, actively supporting the best interests of the team.
  • Innovation: Create a safe and collaborative environment that encourages the sharing of ideas among team members.

Qualifications:
  • Entry-level candidates are welcome.
  • Strong written and verbal communication skills.
  • Exceptional attention to detail.
  • Ability to work effectively in a team-oriented environment.
  • Eagerness to learn and adapt in a fast-paced fiduciary setting.
  • Basic understanding of trust principles is a plus.
  • Demonstrated ability to exercise discretion and judgment.
  • Commitment to maintaining the highest ethical standards.
  • Genuine passion for delivering top-notch client service.

Why Work For Peak Trust Company:
We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset.
Our relentless pursuit is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continuous education and personal growth of our team is paramount, as it fuels our collective success.
We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
How to Apply:
Submit your application and resume by applying to this job.

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